Financial Services Representative II at Meritrust Credit Union

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.

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
• 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
  
  

Final Compensation for this position will be determined by various factors such as relevant work experience, specific skills and competencies, education, certifications, and internal pay equity.

This position is eligible for a monthly incentive plan.

We anticipate this position to close within 30 days of posting. Please submit your application at your earliest convenience to be considered.

You may not check every box, or your experience may look a little different from what we've outlined, but if you think you can bring value to Meritrust Credit Union, we encourage you to apply! 

Thank you for your interest in Meritrust Credit Union.