PFR I- Cleveland Branch

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

please see: https://idahoworks.gov/jobs/2588959

• How to apply:**Complete an Online Application at our website
  
  

www.capedcu.com for the specific job opportunity that interests you.

Resumes are not accepted in lieu of an application.

• Role:**The PFR I 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, and educates members on

Credit Union products and services.

**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 account and consumer lending inquiries. Opens,

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

processes applications for all consumer lending offerings with the

objective of enriching the member experience and deepening their

relationship with CapEd.

• Resolves complex member inquiries with a focus on our Brand Promise
  
  

while utilizing and adhering to company policies. Researches and

explores potential solutions to provide alternatives for members.

Follows escalation processes to direct members to appropriate team

member as needed.

• Balances cash, checks and completes daily transactions, account
  
  

maintenance, and loan applications with minimal errors.

• Maintains expert knowledge of all credit union products, services,
  
  

and promotions.

• Contributes to efficient Credit Union operations by performing other
  
  

job-related duties as assigned.