Location: Riverton location

Hours: 9:00 am – 6:00 pm, Monday – Friday

Pay: $17.00/hr., depending on experience.

The experience you need to succeed:

• 6 months to twelve months similar or related experience preferred, not required.
• Excellent commination skills.
• A High School diploma or equivalent G.E.D.
• Working knowledge to Microsoft Word/Excel.

What you’ll do:

• Will be responsible for performing duties as assigned in the MSR, and platform employee duties.
• Create relationships with our members to ensure their needs are met.
• Ensure a high level of member service is achieved and maintained.
• Makes outbound calls for onboarding and relationship calls.
• Develop and maintain new and existing member relationships.
• Offer solutions for members' financial needs by cross-selling products and services
• Receive and accurately process member financial transactions.
• Be highly knowledgeable of all Credit Union products and services.
• Examine checks presented and determine hold requirements.
• Balance cash drawer and daily transactions.
• Answer basic inquiries regarding interest rates, fees and account histories while complying with disclosure requirements, regulations and privacy policies.
• Buy and sell currency from the vault as necessary ensuring teller drawer cash limits are not exceeded.
• Refers members that have Real Estate, Commercial Loan, and Wealth Management needs.
• Follows Member Service Roadmap - Interviews members, provides financial solutions.
• Acquires necessary documentation to support loan application.
• Provide all information and documents needed for loan decisions honestly and accurately.
• Follow (3-2-1 Contact) on-boarding member interactions with thank you notes and phone calls.
• To process deposits, payments, withdrawals, cashed checks, etc. and perform miscellaneous operation duties accurately and efficiently in accordance with established policies and procedures.
• Comply with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to his/her position.
• Assist in the hiring of team members, training, coaching, mentoring, counseling, and evaluating of team members.
• Assist in the operational functions of the branch, which includes: assist in vault balancing, ordering Money, conducting monthly teller audits.
• Work with the management to set branch schedule (includes lunches).
• Ensure all Credit union policies and procedures are followed.

Your Purpose will be:

Every employee is responsible for fulfilling our Mission Statement: To improve the financial well-being of our members, while providing world class service.

The person in this position of Financial Service Representative will function in various roles depending on the need of the branch, like the duties of a Member Service Representative (MSR), or platform representative. This position may fill in for Branch Management on a temporary basis. This person will help members by processing transactions, identifying members needs and finding solutions. This person will have a consistent focus to increase member satisfaction and account retention by giving world class service.

Perks for you:

• Opportunity for advancement and career growth.
• Ongoing paid training opportunities.
• 12 paid holidays and paid time off.
• Affordable health insurance options for all employees.
• Flexible Spending and Dependent Care accounts.
• 14.47% 401(k) contribution (no matching necessary).
• Credit Union benefits including discounts on credit card interest rates and discounts on mortgage loan fees.

Get to know UFirst Credit Union:

The UFirst Credit Union, previously known as University Credit Union, is a full-service financial co-operative, serving the needs of over 100,000 member-owners and their communities in Utah. Established at the University of Utah, UFirst Credit Union provides the best rates and service on whatever products its members need whether it's a mortgage, auto, or commercial loan.

Our vision is, “Making the difference to every member, every day!” This is not only accomplished through the world-class service we strive to provide to each member, but also through our ongoing community outreach projects. The Credit Union is also making the difference to our employees by encouraging ongoing development and continued opportunism for advancement.