Personal Financial Representative - Caldwell Branch
Company: CapEd Credit Union
Posted on: November 26, 2022
*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.
*Knowledge and Skills: *
*Experience: *One year to three years of similar or related
*Education: * A high school education or GED.
*Critical Job Competencies: *
*Brand Promise and Values: * To make a difference - every member
experience matters. Employees of CapEd carry out our promise and
values of *EP!C* by being *Empowered* - We are knowledgeable and
trusted to make decisions. *Professional* - We are respectful in
creating outstanding experiences. *Innovative* - We seek new ideas
for positive change. *Collaborative* - We connect with each other
to implement solutions.
* *Contributing to Team Success: * Actively participating as a
member of a team to move the team toward the completion of
* *Communication: * Clearly conveying information and ideas through
a variety of media to individuals or groups in a manner that
engages the audience and helps them understand and retain the
* *Member Focus: *Making members and their needs a primary focus on
ones actions; developing and sustaining productive customer
* *Technical/Professional Knowledge and Skills: * Having achieved a
satisfactory level of technical and professional skill or knowledge
in position-related areas; keeping up with current developments and
trends in areas of expertise.
* *Sales Ability/Persuasiveness: *Using appropriate interpersonal
styles and communication methods to gain acceptance of a product,
service, or idea from prospects or clients.
*Very Important Job Competencies: *
* *Adaptability: * Maintaining effectiveness when experiencing
major changes in work tasks or the work environment; adjusting
effectively to work within new work structures, processes,
requirements, or cultures.
* *Continuous Learning*: Actively identifying new areas of
learning; regularly creating and taking advantage of learning
opportunities; using newly gained knowledge and skill on the job
and learning through their application.
* *Decision Making: * Identifying and understanding issues,
problems, and opportunities; comparing data from different sources
to draw conclusions; using effective approaches for choosing a
course of action or developing appropriated solutions; taking
action that is consistent with available facts, constraints, and
* *Stress Tolerance: * Maintaining stable performance under
pressure or opposition (such as time pressure or job ambiguity);
handling stress in a manner that is acceptable to others and to the
* *Work Standards: * Setting high standards of performance for self
and others; assuming responsibility and accountability for
successfully completing assignments or tasks; self-imposing
standards of excellence rather than having standards imposed.
*Physical Requirements: *
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 accommodations 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 sit and/or remain in a stationary
position; use hands to finger, handle, operate, input or feel;
reach with hands and arms in any direction; talk, communicate,
converse, exchange information and hear; balance, kneel, walk and
stand, occasionally moving and traversing; and will frequently use
a computer and/or phone. There may be repetitive motions, making
substantial movements of the wrists, hands, and/or fingers. The
employee needs the ability to wear personal protective gear
correctly. This is considered sedentary work: exerting up to 10 to
25 pounds of force occasionally and/or a negligible amount of force
frequently or consistently to lift, carry, push, pull or otherwise
move objects, including the human body. Specific vision abilities
required by this job include close vision, distance vision,
peripheral vision and ability to adjust focus.
*Work Environment: *
The work environment characteristics described here are
representative of those an employee encounters while performing the
essential functions of this job. The worker is subject to inside
environmental conditions: protection from weather conditions but
not necessarily from temperature changes and/or seasonal brightness
through windows. This position may involve periodic stressful
conditions. The Credit Unions business days are Monday through
Saturday between the hours of 8:00 a.m. to 6:30 p.m.; however, this
position may occasionally require an adjusted work schedule,
overtime, and to include evening/weekend hours. The noise level in
the work environment is usually moderate.
_NOTICE: _This job description does not create a contract of
employment and at all times your employment, if any, remains at
will. This job description also in no way limits the duties to be
performed by the employee, which may be assigned or modified from
time to time by Capital Educators Federal Credit Union. Please know
that Capital Educators Federal Credit Union is an Equal Employment
Opportunity Employer and all decisions regarding employment
including hiring and promotion are based on the individual meeting
the essential functions of the job, with or without reasonable
accommodation, and without a direct safety threat or undue
Job Type: Full-time
Pay: From $20.44 per hour
* 401(k) 3% Match
* 401(k) matching
* AD&D insurance
* Bereavement leave
* Dental insurance
* Employee assistance program
* Employee discount
* Financial planning services
* Health insurance
* Health savings account
* Life insurance
* Opportunities for advancement
* Paid time off
* Referral program
* Retirement plan
* Tuition reimbursement
* Vision insurance
* Volunteer time off
* 1 year
* 8 hour shift
* Day shift
* Monday to Friday
Ability to commute/relocate:
* Caldwell, ID 83607: Reliably commute or planning to relocate
before starting work (Required)
* Cash handling: 1 year (Preferred)
* Banking: 1 year (Preferred)
* Customer service: 1 year (Preferred)
Work Location: One location%58047475%
Keywords: CapEd Credit Union, Caldwell , Personal Financial Representative - Caldwell Branch, Other , Caldwell, Idaho
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