- Provide exceptional member service to all whom we serve.
- Solve problems, take ownership of member concerns, provide prompt resolutions, and follows up as appropriate. Escalates more complex and sensitive member concerns to senior team members and leadership.
- Have a core understanding of financial literacy, products, and services and be able to fluidly converse with members. Demonstrate an up-to-date and comprehensive knowledge of all credit union products, services, policies, and procedures.
- 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, if any, if the process
- Discusses IRAs and HSAs with members and non-members and meets predetermined goals.
- Process international and domestic wire 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.
- Other duties and projects as assigned.
- Professional written and verbal communication
- Make sound decisions that minimizes risk in a timely manner
- Ability to ask open-end and clarifying questions to understand member needs and deepen relationships
- Display professional social skills to relate effectively to members, the public, colleagues, and all levels of leadership
- Respect and support all areas of diversity in the workplace and our membership
- Complete assigned training programs in timely and accurate manner
- Participate in and support a team environment
- Perform their jobs to a reasonable, acceptable standard, which includes attentiveness to detail, timeliness, and quality of work.
- Exercises the utmost discretion and sensitivity when assisting with member transactions.
- High School Degree (or equivalent) required
- Sales/relationship building experience required
- Cash handling experience preferred
- Notary Public
- At least one year of customer service experience preferred
- Demonstrate and support credit union values and service standards
- Attend and engage in community events on behalf of the credit union
- Maintain confidentiality, control risk, and lead operations in accordance with company policies, procedures, and regulatory requirements
- Demonstrate a high level of personal integrity and ethics
- Report for work on time and maintain a schedule of regular attendance
- Some travel may be required
- Proficient with varying levels of technology
- 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
-
Manager Care Management
2 weeks ago
Providence Health & Services Walla Walla, United StatesManager Care Management in CASE MANAGEMENT Unit at Providence St. Mary Medical Center · The Manager of Case Management is responsible for the daily management and organization of all activities and staff within the Case Management Department including case management, discharge p ...
-
patient services specialist
2 weeks ago
Providence Health & Services Walla Walla, WA , USA, United StatesThe Patient Services Representative II (PSR II) primary function includes the following: checking in patients, answering telephones, scheduling patients, and performing other designated clerical tasks essential for the smooth operation of the department. May float to other physic ...
-
patient services specialist
2 weeks ago
Providence Health & Services Walla Walla, WA , USA, United StatesThe Patient Services Representative II (PSR II) primary function includes the following: checking in patients, answering telephones, scheduling patients, and performing other designated clerical tasks essential for the smooth operation of the department. May float to other physic ...
-
Business Process Analyst
3 weeks ago
Noblis Walla Walla, WA, United StatesResponsibilities Noblis MSD's mission is to support the Naval Sea Systems Command (NAVSEA) objectives to design, build, deliver and maintain ships, submarines, and systems reliably, on-time and on-cost for the Navy · We are looking to hire a Business Process Analyst (Mid-Level) f ...
-
LEAN Business Process Analyst Manager
3 weeks ago
Noblis Walla Walla, WA, United StatesResponsibilities Noblis MSD's mission is to support the Naval Sea Systems Command (NAVSEA) objectives to design, build, deliver and maintain ships, submarines, and systems reliably, on-time and on-cost for the Navy · We are looking to hire a LEAN Business Process Analyst Manager ...
-
Business Process Analyst
3 weeks ago
Noblis Walla Walla, WA, United StatesResponsibilities Noblis MSD's mission is to support the Naval Sea Systems Command (NAVSEA) objectives to design, build, deliver and maintain ships, submarines, and systems reliably, on-time and on-cost for the Navy · We are looking to hire a Business Process Analyst (Junior) for ...
-
Training Design
3 weeks ago
Noblis Walla Walla, WA, United StatesResponsibilities Noblis MSD's mission is to support the Naval Sea Systems Command (NAVSEA) objectives to design, build, deliver and maintain ships, submarines, and systems reliably, on-time and on-cost for the Navy · We are looking to hire a Training Designer & Developer for scie ...
-
Training Instruction Facilitation Manager
3 weeks ago
Noblis Walla Walla, WA, United StatesResponsibilities Noblis MSD's mission is to support the Naval Sea Systems Command (NAVSEA) objectives to design, build, deliver and maintain ships, submarines, and systems reliably, on-time and on-cost for the Navy · We are looking to hire a Training Instruction Facilitation Mana ...
-
LEAN Business Process Analyst
3 weeks ago
Noblis Walla Walla, WA, United StatesResponsibilities Noblis MSD's mission is to support the Naval Sea Systems Command (NAVSEA) objectives to design, build, deliver and maintain ships, submarines, and systems reliably, on-time and on-cost for the Navy · We are looking to hire a LEAN Business Process Analyst (Senior) ...
-
Training Solutions Architect
3 weeks ago
Noblis Walla Walla, WA, United StatesResponsibilities Noblis MSD's mission is to support the Naval Sea Systems Command (NAVSEA) objectives to design, build, deliver and maintain ships, submarines, and systems reliably, on-time and on-cost for the Navy · We are looking to hire a Training Solutions Architect for scien ...
-
LEAN Business Process Analyst
3 weeks ago
Noblis Walla Walla, WA, United StatesResponsibilities Noblis MSD's mission is to support the Naval Sea Systems Command (NAVSEA) objectives to design, build, deliver and maintain ships, submarines, and systems reliably, on-time and on-cost for the Navy · We are looking to hire a LEAN Business Process Analyst (Junior) ...
-
Project Operations
3 weeks ago
Noblis Walla Walla, WA, United StatesResponsibilities Noblis MSD's mission is to support the Naval Sea Systems Command (NAVSEA) objectives to design, build, deliver and maintain ships, submarines, and systems reliably, on-time and on-cost for the Navy · We are looking to hire Project Operations personnel for scienti ...
-
LEAN Functional Analyst
3 weeks ago
Noblis Walla Walla, WA, United StatesResponsibilities Noblis MSD's mission is to support the Naval Sea Systems Command (NAVSEA) objectives to design, build, deliver and maintain ships, submarines, and systems reliably, on-time and on-cost for the Navy · We are looking to hire a LEAN Functional Analyst for scientific ...
-
Training Instructor and Facilitator
3 weeks ago
Noblis Walla Walla, WA, United StatesResponsibilities Noblis MSD's mission is to support the Naval Sea Systems Command (NAVSEA) objectives to design, build, deliver and maintain ships, submarines, and systems reliably, on-time and on-cost for the Navy · We are looking to hire a Training Instructor & Facilitator for ...
-
Health System Specialist
2 weeks ago
Department of Veterans Affairs Walla Walla, United StatesSummary · The position is located at the Jonathan M. Wainwright Memorial Medical Center in Walla Walla, Washington. The incumbent will serve as a Health System Specialist (Executive assistant) to the Chief of Staff (COS). The incumbent serves as a full-time representative of the ...
-
Health Technician
2 weeks ago
Department of Veterans Affairs Walla Walla, United StatesSummary · The Health Technician (Ophthalmology) operates as the technician responsible for generating important and complex diagnostic procedures to produce information to be used by the eye clinic licensed providers with whom they work. · Learn more about this agency · Help · Ov ...
-
Health Technician
1 week ago
Department of Veterans Affairs Walla Walla, United StatesSummary · The Health Technician (Ophthalmology) operates as the technician responsible for generating important and complex diagnostic procedures to produce information to be used by the eye clinic licensed providers with whom they work. · Learn more about this agency · Help · Ov ...
-
Director of Sales
2 weeks ago
Duravant Walla Walla, United StatesJob DetailsJob LocationSantiagoPosition TypeFull TimeEducation Level4 Year DegreeTravel PercentageUp to 50% Job ShiftDayJob CategorySalesAbout Key Technology:Key Technology has been providing innovative solutions to the food industry since 1948. We are a global leader in the desi ...
-
Hospital Housekeeping Officer
6 days ago
Department of Veterans Affairs Walla Walla, United StatesSummary · The Hospital Housekeeping Officer - Chief of Environmental Management Service (EMS) is responsible for the planning, organization, staffing, controlling, evaluating, and directing the environmental management functions. The incumbent reports to the Associate Director fo ...
-
Health Technician
1 week ago
Department of Veterans Affairs Walla Walla, United StatesSummary · The Health Technician (Ophthalmology) operates as the technician responsible for generating important and complex diagnostic procedures to produce information to be used by the eye clinic licensed providers with whom they work. · Learn more about this agency · Help · Ov ...
Personal Financial Representative - Walla Walla, United States - Gesa Credit Union
Description
Job DetailsLevel
Entry
Job Location
Walla Walla Poplar - Walla Walla, WA
Position Type
Full Time - Hourly
Education Level
High School
Salary Range
$ $28.41 Hourly
Description
Take a leap and join our team
At Gesa, we believe in the power of our people. Coming from all walks of life, our team members' individual stories and unique experiences are our most valuable asset. But it's how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together.
Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority.
Get to know us: About-Gesa Credit Union
Role Summary:
The Personal Financial Services Representative (PFR) is an entry level position, which assists members by establishing new member relationships, opening consumer deposit accounts, account maintenance, taking credit applications, reviewing credit reports, working through loan documentation, closing loans, and serving as a Notary Public. Additionally, the PFR can fluidly transition between tasks assisting members, and supporting the branch as an MSA and Sr. MSA. The PFR is excellent at deepening member relationships by referring, following up, and contacting members through phone calls and other communication methods.
What You Will Be Doing:
What You Will Need:
In exchange for bringing your talent to Gesa, here are a just a few of the benefits and perks we offer:
$ $28.41
Get wise to what's possible with a career at Gesa. Join us
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact the HR Department at or to request an accommodation.
Gesa Credit Union reserves the right to revise or change the job description as the need arises. This job description is not all inclusive of total job responsibilities nor does it constitute a written or implied contract of employment.
Selected candidate(s) must be able to pass a pre-employment credit/background check.
Gesa Credit Union is an Equal Opportunity Employer and strong advocate of workforce diversity. Race/Color/Gender/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Veteran.
Equal Employment Opportunity )