Meritrust Credit Union
Financial Services Representative II
Meritrust Credit Union, Brighton, Colorado, United States, 80602
Financial Services Representative II
Meritrust Credit Union
Meritrust Credit Union provided pay range This range is provided by Meritrust Credit Union. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base Pay Range $23.05/hr - $23.05/hr
We recognize that in order to meet the needs of our communities, we must represent our communities. Our success relies on creating a culture where we have diverse perspectives and a true sense of belonging. This is a journey, and we pledge to do more than simply check the box.
Benefits
Comprehensive medical insurance plan
Dental and vision insurance
Generous paid‑time‑off
12 paid holidays
401(k) plan
Wellness program
Tuition assistance
Employee loan discount
Employee Assistance Program (EAP)
Life and disability coverage
What sets working for Meritrust apart?
Career development and pathing opportunities to move into leadership roles or other lines of business within MCU such as Commercial Lending, Finance, Marketing, Underwriting, Member Solutions, Training, Human Resources, and more.
Supportive and engaging work environment.
A wellness and sustainable work culture that puts family, Mother Nature, our community, and your health first.
A work environment that encourages personal as much as professional growth, teamwork to make the dream work, and treating everyone equally.
Studies have shown that individuals from marginalized and or historically underrepresented groups may be less likely to apply for jobs unless they meet every one of the qualifications listed. We are most interested in finding the best candidate for the job. We would encourage you to apply for a job at Meritrust Credit Union, even if you don’t meet every one of our qualifications listed.
This is a full‑time position working 40 hours a week, Monday‑Friday 8:00 am – 5:00 pm.
Position Summary At Premier Members Credit Union, we live our mission and corporate philosophy daily by demonstrating B.R.A.V.E. – Build Relationships and Add Value Every day. In Branch Operations, we deliver world‑class service to all of our members by “Being Premier.” We embrace individuals who believe in being Premier by displaying Member Focus, Going the Extra Mile, Build Strength Through Teamwork, Taking Ownership and Being a Lifetime Learner.
Essential Functions
Build member relationships that deliver value and demonstrate that we care by fostering a positive environment and giving exceptional member service
Present yourself in a professional manner in all interactions and communications while displaying the highest level of quality, honesty, integrity, and confidentiality
Maintain member and Credit Union privacy, security, and confidentiality
Responsible and compliant with Regulations, Policies and Procedures
Responsible for outside Business Development, outbound call efforts and participate in PMCU Community Outreach programs
Greet and welcome every member, acknowledge by their name if known
Accountable for day‑to‑day interactions between members, co‑workers, managers, and volunteers
Assist members in achieving financial goals and objectives by offering PMCU products and services
Work with team members, management, departments, and business partners to promote a service culture which provides prompt, accurate and effective member service
Provide additional support and/or overflow assistance to the Contact Center as requested
Exercise appropriate judgment when seeking guidance, support, and/or direction
Knowledgeable of our online and mobile banking to assist members as needed
Perform opening and closing procedures
Assure that proper cash handling procedures and dual controls are being followed according to policy and guidelines
Process a variety of transactions and member service items while providing members with a positive experience each and every time
Responsible and knowledgeable of vault teller duties and functions to include but not limited to balancing vault, cash buys/sells, preparing tickets to Fed, cash orders, CDM and Cash Recycler operation, daily cash levels and balancing
Teller line support will be necessary
Responsible for the completion of month‑end tasks and branch audits in accordance with procedure
Open new membership types to include but not limited to consumer, minor, business, special entity, CUTMA trust, estate, memorial, probate, and representative payee, IRA/HSA
Responsible for loan generation and goal and referral requirements set forth by the Credit Union through in‑branch member traffic and business development opportunities
Responsible for ensuring all PMCU quality control standards are consistently achieved
Assist members with basic lending needs by accepting all non‑real‑estate loan applications and collecting required documentation to present a concise summary to underwriting
Perform loan closings and system related maintenance on non‑real‑estate loans as needed
Responsible for account maintenance on newly opened and closed accounts
Responsible for additional member service items such as fraud affidavits, ACH etc.
Perform all duties and works independently with minimal supervision
Perform other duties as required or assigned
Final Compensation for this position will be determined by various factors such as relevant work experience, specific skills and competencies, education, certifications, and internal pay equity.
This position is eligible for a monthly incentive plan.
We anticipate this position to close within 30 days of posting. Please submit your application at your earliest convenience to be considered.
You may not check every box, or your experience may look a little different from what we've outlined, but if you think you can bring value to Meritrust Credit Union, we encourage you to apply!
Thank you for your interest in Meritrust Credit Union.
Seniority level Entry level
Employment type Full‑time
Job function Finance and Sales
Industries Banking
Referrals increase your chances of interviewing at Meritrust Credit Union by 2x.
Get notified about new Financial Services Representative jobs in Thornton, CO.
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Meritrust Credit Union provided pay range This range is provided by Meritrust Credit Union. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base Pay Range $23.05/hr - $23.05/hr
We recognize that in order to meet the needs of our communities, we must represent our communities. Our success relies on creating a culture where we have diverse perspectives and a true sense of belonging. This is a journey, and we pledge to do more than simply check the box.
Benefits
Comprehensive medical insurance plan
Dental and vision insurance
Generous paid‑time‑off
12 paid holidays
401(k) plan
Wellness program
Tuition assistance
Employee loan discount
Employee Assistance Program (EAP)
Life and disability coverage
What sets working for Meritrust apart?
Career development and pathing opportunities to move into leadership roles or other lines of business within MCU such as Commercial Lending, Finance, Marketing, Underwriting, Member Solutions, Training, Human Resources, and more.
Supportive and engaging work environment.
A wellness and sustainable work culture that puts family, Mother Nature, our community, and your health first.
A work environment that encourages personal as much as professional growth, teamwork to make the dream work, and treating everyone equally.
Studies have shown that individuals from marginalized and or historically underrepresented groups may be less likely to apply for jobs unless they meet every one of the qualifications listed. We are most interested in finding the best candidate for the job. We would encourage you to apply for a job at Meritrust Credit Union, even if you don’t meet every one of our qualifications listed.
This is a full‑time position working 40 hours a week, Monday‑Friday 8:00 am – 5:00 pm.
Position Summary At Premier Members Credit Union, we live our mission and corporate philosophy daily by demonstrating B.R.A.V.E. – Build Relationships and Add Value Every day. In Branch Operations, we deliver world‑class service to all of our members by “Being Premier.” We embrace individuals who believe in being Premier by displaying Member Focus, Going the Extra Mile, Build Strength Through Teamwork, Taking Ownership and Being a Lifetime Learner.
Essential Functions
Build member relationships that deliver value and demonstrate that we care by fostering a positive environment and giving exceptional member service
Present yourself in a professional manner in all interactions and communications while displaying the highest level of quality, honesty, integrity, and confidentiality
Maintain member and Credit Union privacy, security, and confidentiality
Responsible and compliant with Regulations, Policies and Procedures
Responsible for outside Business Development, outbound call efforts and participate in PMCU Community Outreach programs
Greet and welcome every member, acknowledge by their name if known
Accountable for day‑to‑day interactions between members, co‑workers, managers, and volunteers
Assist members in achieving financial goals and objectives by offering PMCU products and services
Work with team members, management, departments, and business partners to promote a service culture which provides prompt, accurate and effective member service
Provide additional support and/or overflow assistance to the Contact Center as requested
Exercise appropriate judgment when seeking guidance, support, and/or direction
Knowledgeable of our online and mobile banking to assist members as needed
Perform opening and closing procedures
Assure that proper cash handling procedures and dual controls are being followed according to policy and guidelines
Process a variety of transactions and member service items while providing members with a positive experience each and every time
Responsible and knowledgeable of vault teller duties and functions to include but not limited to balancing vault, cash buys/sells, preparing tickets to Fed, cash orders, CDM and Cash Recycler operation, daily cash levels and balancing
Teller line support will be necessary
Responsible for the completion of month‑end tasks and branch audits in accordance with procedure
Open new membership types to include but not limited to consumer, minor, business, special entity, CUTMA trust, estate, memorial, probate, and representative payee, IRA/HSA
Responsible for loan generation and goal and referral requirements set forth by the Credit Union through in‑branch member traffic and business development opportunities
Responsible for ensuring all PMCU quality control standards are consistently achieved
Assist members with basic lending needs by accepting all non‑real‑estate loan applications and collecting required documentation to present a concise summary to underwriting
Perform loan closings and system related maintenance on non‑real‑estate loans as needed
Responsible for account maintenance on newly opened and closed accounts
Responsible for additional member service items such as fraud affidavits, ACH etc.
Perform all duties and works independently with minimal supervision
Perform other duties as required or assigned
Final Compensation for this position will be determined by various factors such as relevant work experience, specific skills and competencies, education, certifications, and internal pay equity.
This position is eligible for a monthly incentive plan.
We anticipate this position to close within 30 days of posting. Please submit your application at your earliest convenience to be considered.
You may not check every box, or your experience may look a little different from what we've outlined, but if you think you can bring value to Meritrust Credit Union, we encourage you to apply!
Thank you for your interest in Meritrust Credit Union.
Seniority level Entry level
Employment type Full‑time
Job function Finance and Sales
Industries Banking
Referrals increase your chances of interviewing at Meritrust Credit Union by 2x.
Get notified about new Financial Services Representative jobs in Thornton, CO.
#J-18808-Ljbffr