Canyon View Credit Union
Job Summary
Financial Service Representative (FSR)
– Serves as a teller, banker, and loan officer, processing member transactions, identifying member needs, and providing solutions to increase satisfaction and account retention.
Hours & Pay 9:00 am – 6:00 pm, Monday – Friday, with occasional Saturdays 9:00 am – 2:00 pm. Pay $18.75 per hour, possibly higher based on experience.
Your Purpose Every employee is responsible for fulfilling our Mission Statement: To improve the financial well‑being of our members, while providing world‑class service.
What You’ll Do
Actively listen to identify the financial needs and goals of our members.
Process, deposits, withdrawals, payments, wire transfers, and other member transactions accurately and efficiently in accordance with established policies and procedures.
Examine checks presented and determine hold requirements.
Maintain a professional and courteous attitude during transactions.
Be highly knowledgeable of all Credit Union products and services.
Develop and maintain new and existing member relationships and ensure that their needs are met through world class service.
Buy and sell currency from the vault as necessary ensuring teller drawer cash limits are not exceeded.
Make outbound calls to members for onboarding and relationship building.
Offer solutions for members’ financial needs by cross‑selling products and services.
Answer basic inquiries regarding interest rates, fees and account histories while complying with disclosure requirements, regulations, and privacy policies.
Refer members that have Real Estate, Commercial Loan, and Wealth Management needs.
Provide all information and documents needed for loan decisions honestly and accurately.
Acquire necessary documentation to support loan application.
Understand the Bank Secrecy Act and how it is applied.
Other duties as assigned.
Perks
Affordable health insurance with employer HSA contributions.
14.47% 401(k) contribution (no matching necessary).
18 PTO days each year.
12 paid holidays.
Opportunity for advancement and career growth.
Ongoing paid training opportunities.
Discounts on Credit Card interest rates.
Discounts on Mortgage Loan fees.
Plus other employee banking perks.
Requirements
High School diploma, G.E.D, or other equivalent.
6 months of similar or related experience preferred.
Effective communication skills.
Proficient with standard office business machinery and software.
Working knowledge of Microsoft Word, Excel, Outlook.
Previous cash handling experience.
Work Environment & Physical Requirements
Works primarily in a branch office environment with occasional trips to field locations, including various outdoor and indoor climates, public venues, and driving conditions.
While performing job duties, the employee may regularly need to: see, talk, hear, and perform repetitive movements with arms, hands, and fingers to handle, feel, grasp and reach. A computer, phone, and standard office equipment are normal tools for this position. Specific vision abilities that may be required include close vision and distance vision. The employee may at times also need to: climb, balance, stoop, kneel, or crouch. The employee may occasionally lift and/or move up to 50 pounds.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This Job posting is a condensed version of a fuller job description. Additional details can be provided upon request.
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– Serves as a teller, banker, and loan officer, processing member transactions, identifying member needs, and providing solutions to increase satisfaction and account retention.
Hours & Pay 9:00 am – 6:00 pm, Monday – Friday, with occasional Saturdays 9:00 am – 2:00 pm. Pay $18.75 per hour, possibly higher based on experience.
Your Purpose Every employee is responsible for fulfilling our Mission Statement: To improve the financial well‑being of our members, while providing world‑class service.
What You’ll Do
Actively listen to identify the financial needs and goals of our members.
Process, deposits, withdrawals, payments, wire transfers, and other member transactions accurately and efficiently in accordance with established policies and procedures.
Examine checks presented and determine hold requirements.
Maintain a professional and courteous attitude during transactions.
Be highly knowledgeable of all Credit Union products and services.
Develop and maintain new and existing member relationships and ensure that their needs are met through world class service.
Buy and sell currency from the vault as necessary ensuring teller drawer cash limits are not exceeded.
Make outbound calls to members for onboarding and relationship building.
Offer solutions for members’ financial needs by cross‑selling products and services.
Answer basic inquiries regarding interest rates, fees and account histories while complying with disclosure requirements, regulations, and privacy policies.
Refer members that have Real Estate, Commercial Loan, and Wealth Management needs.
Provide all information and documents needed for loan decisions honestly and accurately.
Acquire necessary documentation to support loan application.
Understand the Bank Secrecy Act and how it is applied.
Other duties as assigned.
Perks
Affordable health insurance with employer HSA contributions.
14.47% 401(k) contribution (no matching necessary).
18 PTO days each year.
12 paid holidays.
Opportunity for advancement and career growth.
Ongoing paid training opportunities.
Discounts on Credit Card interest rates.
Discounts on Mortgage Loan fees.
Plus other employee banking perks.
Requirements
High School diploma, G.E.D, or other equivalent.
6 months of similar or related experience preferred.
Effective communication skills.
Proficient with standard office business machinery and software.
Working knowledge of Microsoft Word, Excel, Outlook.
Previous cash handling experience.
Work Environment & Physical Requirements
Works primarily in a branch office environment with occasional trips to field locations, including various outdoor and indoor climates, public venues, and driving conditions.
While performing job duties, the employee may regularly need to: see, talk, hear, and perform repetitive movements with arms, hands, and fingers to handle, feel, grasp and reach. A computer, phone, and standard office equipment are normal tools for this position. Specific vision abilities that may be required include close vision and distance vision. The employee may at times also need to: climb, balance, stoop, kneel, or crouch. The employee may occasionally lift and/or move up to 50 pounds.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This Job posting is a condensed version of a fuller job description. Additional details can be provided upon request.
#J-18808-Ljbffr