What are the responsibilities and job description for the Financial Service Associate position at Ancorum Credit Union?
***Hourly rate includes a $3.00 shift premium for front line member contact. Base rate is $20.16 - $20.66 plus $3.00 shift premium.
About the Role
Five County Credit Union is seeking professional problem solvers who enjoy working with people, are eager to learn, and are excited about personal and career growth. No prior experience is needed—paid training is provided!
As a Financial Service Associate, responsible for providing a variety of high quality, timely, and accurate member experiences with a focus on sales and capturing the member’s account business. Ensure members are professionally served and strive to understand their individual needs to best assist with inquiries, concerns, and account maintenance with the goal of improving members financial fitness. Performs additional branch duties and possesses the knowledge, skills, and ability to handle new accounts and introductory loan processing.
Key Responsibilities
- Process member transactions efficiently and accurately.
- Research and provide solutions to member issues.
- Open new accounts and evaluate account requests.
- Assist with basic loan processing.
- Provide financial guidance and recommend relevant products or services.
- Maintain confidentiality and ensure compliance with policies and regulations.
- Build relationships with members and contribute to the credit union’s growth.
- Perform additional duties as needed.
What We Are Looking For
- Positive, friendly, and professional attitude.
- Strong attention to detail and dependability.
- Willingness to learn and adapt to new processes.
- Excellent communication and member (member) service skills.
- Basic math and computer proficiency.
- Reliable transportation and attendance.
Work Schedule & Benefits
- Hours: Monday–Friday (8:30 AM – 7:00 PM), Saturday (9:00 AM – 3:00 PM). Closed Sundays.
- Rotating Saturday schedule.
- Closed on Memorial Day, Independence Day, Thanksgiving, and Christmas.
- Open most holidays (double pay for worked holidays).
- Full-time position with benefits.
Why Join Us?
Five County Credit Union is committed to the well-being of our employees and members. We foster a supportive, people-first work environment where learning and growth are encouraged.
Equal Opportunity Employer
We are an equal opportunity employer and welcome applicants from all backgrounds.
ESSENTIAL FUNCTIONS:
PERFORMANCE EXPECTATIONS of a FINANCIAL SERVICE ASSOCIATE:
1. Ensure confidentiality and preservation of member records, transactions, and company assets.
2. Ensure all activity complies with applicable policies and regulations.
3. Be depended upon to perform all duties as scheduled, accurately and efficiently.
4. Foster and maintain effective collaborative relations within the department and with other departments.
5. Represent the credit union in a positive and professional manner to the members, other credit unions, industry affiliates, the community, and all media channels including social media.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to stand for extended periods; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee must be able to speak and hear distinctly. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.
The employee is required to stand, sit and walk; sometimes to climb or balance; stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 30 pounds.
About this Job Description
The statements in this job description are intended to describe the essential functions and minimum qualifications for this position and are not intended to be an exhaustive list of all responsibilities, duties and skills required. Job descriptions are not intended, nor do they create an employment contract and are subject to change at any time to accommodate business necessity. The Credit Union maintains its status as an at-will employer where applicable. In support of Five County CU’s goals employees may perform other duties as assigned and all employees are expected to:
- Exemplify our CORE Values
- Promote teamwork and collaboration
- Provide our members with the highest quality service
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