Financial Services Representative II

Meritrust•Pueblo, CO

65d•$19 - $23•Onsite

About The Position

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. When you join the Meritrust team, your benefits will include: 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 8:00am - 5:00pm.

Requirements

High school diploma, GED or equivalent with 6 months member service experience
Demonstrate proficiency in math, cash handling and problem solving
Excellent communication and member service skills
High level of accuracy and attention to detail
Excellent computer skills to include but not limited to Microsoft, Outlook, Word and Excel
Knowledge of regulatory and legal requirements
Ability to pass CO state Notary Certification Program and STAMP Program and perform Notary and Medallion Signature Guarantees

Nice To Haves

A minimum of one year member service/financial institution experience preferred, but not required

Responsibilities

Build member relationships that deliver value and demonstrate that we care by fostering a positive environment and giving exceptional member service
Presenting oneself 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 close 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