Financial Services Representative I - Thornton - Premier Members Credit Union

As The Artisans of Banking, we strive to be B.R.A.V.E. (Build Relationships & Add Value Everyday). 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 our Premier Members team, your benefits will include:

• Comprehensive medical insurance plan that has HRA, HSA, and FSA options
• Dental and vision insurance
• Generous paid-time-off
• 11 paid holidays
• Annual bonus
• 401(k) plan with a 5% match
• Wellness program
• Tuition assistance
• 1% employee loan discount
• Employee Assistance Program (EAP)
• Life and disability coverage

What sets working for Premier Members apart?

• Career development and pathing opportunities to move into leadership roles or other lines of business within PMCU 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 Premier Members 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, hours Monday-Friday 8:30am - 5:30pm.

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
• 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
• Responsible for attaining the goal and referrals requirements set forth by the Credit Union
• 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
• 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
• Assist with the completion of month end tasks and branch audits in accordance with procedure
• Responsible for ensuring all PMCU quality control standards are consistently achieved
• Works independently with minimal supervision
• Perform other duties as required or assigned

KNOWLEDGE, EDUCATION AND SKILL REQUIREMENTS:

• High school diploma, GED or equivalent with 6 months member service experience
• 6 months member service/financial institution experience preferred, but not required
• 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 including but not limited to Microsoft, Outlook, Word and Excel
• Ability to pass CO State Notary Certification Program

WORKING CONDITIONS

• Standard office conditions
• May require long periods of standing
• Ability to lift 25 pounds in limited situations
• Long periods of computer and member interactions

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

The Credit Union believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties, qualifications, and job scope, but not limit the incumbent. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of our endeavors.

Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.

This Job Description is not a complete statement of all duties and responsibilities of this position and may change with or without notice.