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Financial service representative
$39k-50k (estimate)
Full Time | Banking 2 Months Ago
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Premier Members Credit Union is Hiring a Financial service representative Near Longmont, CO

As The Artisans of Banking, we strive to be B.R.A.V.E.

Build Relationships & Add Value Everyday).

We recognize that in order to meet the needs of our communities, we must represent our communities.

Our success relies on creating a culture where we have diverse perspectives and a true sense of belonging.

This is a journey, and we pledge to do more than simply check the box. When you join our Premier Members team, your benefits will include :

  • Comprehensive medical insurance plan that has HRA, HSA, and FSA options
  • Dental and vision insurance
  • Generous paid-time-off
  • 11 paid holidays
  • Annual bonus (based off of annual results / scorecard each year)
  • 401(k) plan with a 5% match
  • Wellness program
  • Tuition assistance
  • 1% employee loan discount
  • Life and disability coverage What sets working for Premier Members apart?
  • Career development and pathing opportunities to move into leadership roles or other lines of business within PMCU such as Commercial Lending, Finance, Marketing, Underwriting, Member Solutions, Training, Human Resources, and more.
  • Supportive and engaging work environment.
  • A wellness and sustainable work culture that puts family, Mother Nature, our community, and your health first.
  • A work environment that encourages personal as much as professional growth, teamwork to make the dream work, and treating everyone equally.

This is a full-time position working 40 hours a week, hours M-F 8 : 30am 5 : 30pm and Saturdays 8 : 30am 1 : 30pm.

Covering branches in our North Region including Longmont, Firestone, Estes Park, Thornton, Erie, and Boulder. The Float position includes the floater pay bump of $1 per hour, plus mileage reimbursement.

POSITION SUMMARY : At Premier Members Credit Union, we live our mission and corporate philosophy daily by demonstrating B.R.A.V.E.

Build Relationships and Add Value Every day.

In Branch Operations, we deliver world-class service to all of our members by Being Premier. We embrace individuals who believe in being Premier by displaying Member Focus, Going the Extra Mile, Build Strength Through Teamwork, Taking Ownership and Being a Lifetime Learner ESSENTIAL FUNCTIONS :

  • Build member relationships that deliver value and demonstrate that we care by fostering a positive environment and giving exceptional member service
  • Presenting oneself in a professional manner in all interactions and communications while displaying the highest level of quality, honesty, integrity, and confidentiality
  • Maintain member and Credit Union privacy, security, and confidentiality
  • Responsible and compliant with Regulations, Policies and Procedures
  • Responsible for outside Business Development, outbound call efforts and participate in PMCU Community Outreach programs
  • Greet and welcome every member, acknowledge by their name if known
  • Accountable for day-to-day interactions between members, co-workers, managers, and volunteers
  • Responsible for attaining the goal and referrals requirements set forth by the Credit Union
  • Assist members in achieving financial goals and objectives by offering PMCU products and services
  • Work with team members, management, departments, and business partners to promote a service culture which provides prompt, accurate and effective member service
  • Exercise appropriate judgment when seeking guidance, support, and / or direction
  • Knowledgeable of our online and mobile banking to assist members as needed
  • Perform opening and closing procedures
  • Assure that proper cash handling procedures and dual controls are being followed according to policy and guidelines
  • Process a variety of transactions and member service items while providing members with a positive experience each and every time
  • Responsible and knowledgeable of vault teller duties and functions to include but not limited to balancing vault, cash buys / sells, preparing tickets to Fed, cash orders, CDM and Cash Recycler operation, daily cash levels and balancing
  • Assist with the completion of month end tasks and branch audits in accordance with procedure
  • Responsible for ensuring all PMCU quality control standards are consistently achieved
  • Works independently with minimal supervision
  • Perform other duties as required or assigned KNOWLEDGE, EDUCATION AND SKILL REQUIREMENTS :
  • High school diploma, GED or equivalent with 6 months member service experience
  • 6 months member service / financial institution experience preferred, but not required
  • Demonstrate proficiency in math, cash handling and problem solving
  • Excellent communication and member service skills
  • High level of accuracy and attention to detail
  • Excellent computer skills to including but not limited to Microsoft, Outlook, Word and Excel
  • Ability to pass CO State Notary Certification Program WORKING CONDITIONS
  • Standard office conditions
  • May require long periods of standing
  • Ability to lift 25 pounds in limited situations
  • Long periods of computer and member interactions In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals.

However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

The Credit Union believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities.

Therefore, this job description is designed to outline primary duties, qualifications, and job scope, but not limit the incumbent.

It is our expectation that each employee will offer his / her services wherever and whenever necessary to ensure the success of our endeavors.

Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer.

Employees can be terminated for any reason not prohibited by law. This Job Description is not a complete statement of all duties and responsibilities of this position and may change with or without notice.

Final Compensation for this position will be determined by various factors such as relevant work experience, specific skills and competencies, education, certifications, and internal pay equity.

This position is eligible for a monthly incentive plan. We anticipate this position to close within 30 days of posting.

Please submit your application at your earliest convenience to be considered. You may not check every box, or your experience may look a little different from what we've outlined, but if you think you can bring value to Premier Members Credit Union, we encourage you to apply! Thank you for your interest in Premier Members Credit Union.

Last updated : 2024-04-26

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$39k-50k (estimate)

POST DATE

03/24/2024

EXPIRATION DATE

07/27/2024

WEBSITE

pmcu.org

HEADQUARTERS

FIRESTONE, CO

SIZE

50 - 100

FOUNDED

1959

CEO

DEBBIE SEYMOUR

REVENUE

$10M - $50M

INDUSTRY

Banking

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About Premier Members Credit Union

Premier Members Credit Union (PMCU) is a not-for-profit, eco-conscious financial institution dedicated to providing financial solutions to individuals and businesses in Boulder, Co. and the Denver Metro area, all the way down to Pueblo. With more than 70,000 members, $1 billion in assets, 14 full-service retail branch locations and four locations in area high schools, we are a leader in the credit union industry and our community. We take pride in giving back to the community, supporting a wide variety of activities and fundraising events for charitable organizations like United Way, Realities... of Children Boulder County, the Boulder Valley and Westminster School Districts and many more. To learn more, visit pmcu.org. More
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The following is the career advancement route for Financial service representative positions, which can be used as a reference in future career path planning. As a Financial service representative, it can be promoted into senior positions as a Financial Retail Sales Assistant II - Registered that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial service representative. You can explore the career advancement for a Financial service representative below and select your interested title to get hiring information.

If you are interested in becoming a Financial Service Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Service Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Financial Service Representative job description and responsibilities

They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals, and ensure that clients are satisfied with their purchases.

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Maintain comprehensive knowledge of all services and products and update all request on development needs.

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Provide efficient sales and services to customers and monitor sales for all referral objectives.

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A financial service representative may advance his career by obtaining certifications and building up more and more accounts.

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To acquire clients, the representative may need to make cold calls, knock on doors, or attend financial seminars.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Financial Service Representative jobs

Be very, very careful when selecting a financial services representative.

02/12/2022: Cheyenne, WY

Provide Financial Advice Financial services representatives match financial products to their customers' needs and provide them with appropriate financial advice to help them meet their goals.

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Step 3: View the best colleges and universities for Financial Service Representative.

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