Personal Financial Representative III- South Nampa

This job was posted by https://idahoworks.gov : For more information,

please see: https://idahoworks.gov/jobs/2622646

• Role:** The PFR III promotes member financial well-being through
  
  

engaging members in meaningful conversations to resolve financial

inquiries, enrich the member\'s experience and deepen their relationship

with the Credit Union. This position processes transactions, handles

cash, account maintenance and/or troubleshooting, assists with new

memberships and various account and lending offerings, assists with

business memberships and business account maintenance, and educates

members on Credit Union products and services. Assists Branch Leadership

with monitoring daily functions to provide performance training and

supports the team through accepting complex member inquires.

**Essential Functions & Responsibilities:**

• Assists members, guest members and potential members with their
  
  

account inquiries, performs cash and non-cash transactions and

Account Maintenance While Actively Listening To And Inquiring About

needs with the objective of providing the ultimate member experience

and value-added solutions.

• Assists members and potential members with new credit union
  
  

memberships, consumer and business account and lending inquiries.

Opens, closes, converts and/or maintains member accounts, receives

and processes applications for all consumer lending offerings, and

partners across business lines, referring members as appropriate,

with the objective of enriching the member experience and deepening

their relationship with CapEd.

• Supports the team by accepting escalated member inquiries and works
  
  

directly with members to research and explore potential solutions to

provide alternatives within company policy. If needed, researches

inquiries further or transfers request to other areas of the Credit

Union to provide a solution.

• Balances cash, checks and completes daily transactions, account
  
  

maintenance, and loan applications with minimal errors.

• Provides support and guidance to staff to make appropriate decisions
  
  

and operate within parameters. Provides overrides and approvals as

needed. Assists with day-to-day operations of the branch as

assigned.

• Assists with department training for current or new employees and
  
  

for other departments by sharing knowledge and expertise of internal

procedures and, effect of regulations on processes, helping

employees be confidence in job functions, products and services.

• Maintains knowledge of all Credit Union products, services, and
  
  

promotions.

• Contributes to efficient Credit Union operations by performing other
  
  

job-related duties as assigned.

## Qualifications {#qualifications testid="typography"}

• Experience:**Three years to five years of similar or related
  
  

experience. Position requires excellent communication and interpersonal

skills. Must have experience using computers and MS Office software.

• Education:**A high school education or GED.