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Roaming Personal Financial Representative I
full-timeBoise

Summary

Location

Boise

Type

full-time

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About this role

Job DetailsJob Location: McMillan Branch - BOISE, ID 83713Position Type: Full TimeJob Category: 5C Sr. Teller/Customer ServiceHow to apply: Complete an Online Application at our website www.capedcu.com for the specific job opportunity that interests you. Resumes are not accepted in lieu of an application.

This position will be required to travel to all CapEd locations, excluding Twin Falls

Role: The Roaming PFR I promotes member financial well-being through engaging members in meaningful conversations to resolve financial inquiries, enrich the member's experience and deepen their relationship with the Credit Union. This position processes transactions, handles cash, account maintenance and/or troubleshooting, assists with new memberships and various account and lending offerings, and educates members on Credit Union products and services.

Pay: The pay for this position is $21.96 an hour.

Essential Functions & Responsibilities:

Assists members, guest members and potential members with their account inquiries, performs cash and non-cash transactions and account maintenance while actively listening to and inquiring about needs with the objective of providing the ultimate member experience and value-added solutions.
Assists members and potential members with new credit union memberships, consumer account and consumer lending inquiries. Opens, closes, converts and/or maintains member accounts, receives and processes applications for all consumer lending offerings with the objective of enriching the member experience and deepening their relationship with CapEd.
Resolves complex member inquiries with a focus on our Brand Promise while utilizing and adhering to company policies. Researches and explores potential solutions to provide alternatives for members. Follows escalation processes to direct members to appropriate team member as needed.
Balances cash, checks and completes daily transactions, account maintenance, and loan applications with minimal errors.
Maintains expert knowledge of all credit union products, services, and promotions.
Contributes to efficient Credit Union operations by performing other job-related duties as assigned.
QualificationsKnowledge and Skills:

Experience: One year to three years of similar or related experience. Position requires excellent communication and interpersonal skills. Must have experience using computers and MS Office software.

Education: A high school education or GED.

Critical Job Competencies:

Brand Promise and Values: To make a difference - every member experience matters. Employees of CapEd carry out our promise and values of EP!C by being Empowered - We are knowledgeable and trusted to make decisions. Professional - We are respectful in creating outstanding experiences. Innovative - We seek new ideas for positive change. Collaborative - We connect with each other to implement solutions.

Contributing to Team Success: Actively participating as a member of a team to move the team toward the completion of goals.
Communication: Clearly conveying information and ideas through a variety of media to individuals or groups in a manner that engages the audience and helps them understand and retain the message.
Member Focus: Making members and their needs a primary focus of one’s actions; developing and sustaining productive member relationships.
Technical/Professional Knowledge and Skills: Having achieved a satisfactory level of technical and professional skill or knowledge in position-related areas; keeping up with current developments and trends in areas of expertise.
Sales Ability/Persuasiveness: Using appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea from prospects or members.

Very Important Job Competencies:

Adaptability: Maintaining effectiveness when experiencing major changes in work tasks or the work environment; adjusting effectively to work within new work structures, processes, requirements, or cultures.
Continuous Learning: Actively identifying new areas of learning; regularly creating and taking advantage of learning opportunities; using newly gained knowledge and skill on the job and learning through their application.
Decision Making: Identifying and understanding issues, problems, and opportunities; comparing data from different sources to draw conclusions; using effective approaches for choosing a course of action or developing appropriated solutions; taking action that is consistent with available facts, constraints, and probable consequences.
Stress Tolerance: Maintaining stable performance under pressure or opposition (such as time pressure or job ambiguity); handling stress in a manner that is acceptable to others and to the organization.
Work Standards: Setting high standards of performance for self and others; assuming responsibility and accountability for successfully completing assignments or tasks; self-imposing standards of excellence rather than having standards imposed.

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and/or remain in a stationary position; use hands to finger, handle, operate, input or feel; reach with hands and arms in any direction; talk, communicate, converse, exchange information and hear; balance, kneel, walk and stand, occasionally moving and traversing; and will frequently use a computer and/or phone. There may be repetitive motions, making substantial movements of the wrists, hands, and/or fingers. The employee needs the ability to wear personal protective gear correctly. This is considered sedentary work: exerting up to 10 to 25 pounds of force occasionally and/or a negligible amount of force frequently or consistently to lift, carry, push, pull or otherwise move objects, including the human body. Specific vision abilities required by this job include close vision, distance vision, peripheral vision and ability to adjust focus.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The worker is subject to inside environmental conditions: protection from weather conditions but not necessarily from temperature changes and/or seasonal brightness through windows. This position may involve periodic stressful conditions. The Credit Union’s business days are Monday through Saturday between the hours of 8:00 a.m. to 6:30 p.m.; however, this position may occasionally require an adjusted work schedule, overtime, and to include evening/weekend hours. The noise level in the work environment is usually moderate.

Disclaimer:

NOTICE: This job description does not create a contract of employment and at all times your employment, if any, remains at will. This job description also in no way limits the duties to be performed by the employee, which may be assigned or modified from time to time by Capital Educators Federal Credit Union. Please know that Capital Educators Federal Credit Union is an Equal Employment Opportunity Employer and all decisions regarding employment including hiring and promotion are based on the individual meeting the essential functions of the job, with or without reasonable accommodation, and without a direct safety threat or undue hardship.

Other facts

Tech stack
Customer Service,Communication,Interpersonal Skills,Cash Handling,Account Maintenance,Problem Solving,Sales Ability,Technical Knowledge,Adaptability,Continuous Learning,Decision Making,Stress Tolerance,Work Standards,Team Collaboration,Member Focus

About CapEd Credit Union

We are a people-oriented Credit Union that provides personal and business financial services of superior quality and convenience. Our primary focus areas are member financial well-being, enrichment of community and promotion of quality education. With 11 locations and dozens of ATMs in Southern Idaho, we are here to help you!

CapEd is federally Insured by the NCUA.

Team size: 201-500 employees
LinkedIn: Visit
Industry: Financial Services
Founding Year: 1936

What you'll do

  • The Roaming Personal Financial Representative I assists members with account inquiries, processes transactions, and promotes financial well-being through meaningful conversations. This role also involves educating members on Credit Union products and services while maintaining expert knowledge of offerings.

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Frequently Asked Questions

What does a Roaming Personal Financial Representative I do at CapEd Credit Union?

As a Roaming Personal Financial Representative I at CapEd Credit Union, you will: the Roaming Personal Financial Representative I assists members with account inquiries, processes transactions, and promotes financial well-being through meaningful conversations. This role also involves educating members on Credit Union products and services while maintaining expert knowledge of offerings..

Why join CapEd Credit Union as a Roaming Personal Financial Representative I?

CapEd Credit Union is a leading Financial Services company.

Is the Roaming Personal Financial Representative I position at CapEd Credit Union remote?

The Roaming Personal Financial Representative I position at CapEd Credit Union is based in Boise, Idaho, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Roaming Personal Financial Representative I position at CapEd Credit Union?

You can apply for the Roaming Personal Financial Representative I position at CapEd Credit Union directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about CapEd Credit Union on their website.