
Roaming PFR I- Thunderbolt Branch
Capital Educators Federal Credit Union
Meridian, IDJob$18.67/hrSeen todaySeen in employer's feed today
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Job overview
The Roaming PFR promotes members’ financial well-being by addressing inquiries, supporting transactions and account maintenance, and helping members explore credit union products and services. The role assists with memberships, consumer accounts, and lending, resolves complex inquiries, and balances cash and checks. It also requires maintaining knowledge of credit union offerings and following company policies and escalation processes.
Skills & qualifications
Skills
Full job description
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 websitewww.capedcu.comfor 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.
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