Join our team and become a Personal Financial Services Representative (PFR) at Gesa Credit Union. As a PFR, you will assist members by establishing new relationships, opening accounts, and providing exceptional service. You will work in a team environment and have the opportunity to grow and develop your career. We offer a competitive pay, benefits, and perks, including a 401(k) match, tuition assistance, and a engaging work environment.
Requirements
- Provide exceptional member service to all whom we serve.
- Solve problems, take ownership of member concerns, provide prompt resolutions, and follows up as appropriate.
- Have a core understanding of financial literacy, products, and services and be able to fluidly converse with members.
- Offer appropriate products and/or services to deepen member relationships and refer to other team members as appropriate.
- Make outbound calls to members for the purpose of establishing, growing, and nurturing member relationships.
- Ensure branch equipment is always working properly and escalates non-repairable issues to leadership.
- Assist non-members with establishing membership.
- Accurately take consumer lending applications.
- Review credit reports for concerns and obtains approvals and submit loan documentation.
- Close loans and effectively communicates with members regarding the next steps.
- Discusses IRAs and HSAs with members and non-members and meets predetermined goals.
- Process international and domestic requests.
- Acts as a Notary Public and performs notarial services in accordance with state regulations and credit union policies.
- Observe and monitor cash activity to ensure the branch and team members are following established cash limits.
- Opens consumer deposit accounts and performs consumer account maintenance.
- Places cash and supply orders, balances vault cash, and maintains ATMs.
- Review and process overrides/approvals within authority while minimizing risk.
- Mentor and help train new Member Service Associates (MSAs)
- Assist leadership with branch certifications, cash drawer audits, cash drawer overages, and OFAC reports.
- Fluidly transition between tasks as an MSA or Sr. MSA.
- Perform transactions and service requests on member accounts in an accurate and timely manner.
- Accurately follow all cash handling procedures and balance your cash drawer at the end of every day.
- Issue, record, and file monetary instruments and reports in accordance with the Bank Secrecy Act.
- Assist members with Digital Banking enrollment, navigation, resets, and maintenance.
- Assist members with complex and sensitive fraud disputes.
Benefits
- Competitive Pay
- Medical, Dental, Vision, and Life Insurance
- 20 days/year accrual of Paid Time Off – Plus 10 Paid Holidays!
- 401(k) Match
- Incentive Program
- Tuition Assistance and Student Loan Repayment
- Commuter Benefits
- Paid Time Off to Volunteer in the Community
- Product discounts
- Engaging Work Environment
- Rewards and Recognition Programs
