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Roaming PFR I- Thunderbolt Branch

Financial Educators Federal Credit Union
Meridian, ID Full Time
POSTED ON 8/21/2026
AVAILABLE BEFORE 9/19/2026
This job was posted by https://idahoworks.gov : For more information,

please see: https://idahoworks.gov/jobs/2591626

  • ow to apply:**Complete an Online Application at our

website[www.capedcu.com](http://www.capedcu.com/)for the specific job

opportunity that interests you. Resumes are not accepted in lieu of an

application.

  • Role:**The Roaming PFR 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.

**Pay:**The pay for this position is**\$18.67 an hour.**

**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

members needs with the objective of providing the ultimate member

experience and value-added solutions.

  • Resolves member inquires 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 conducts daily transactions with minimal

errors.

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

promotions.

  • Contributes to efficient Credit Union operations by performing other

job-related duties as assigned.

Salary : $19

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