AI SCORE 7.5

Financial Services Representative I - Remote Position

$40K–$61K/year

About the Role

Join Educational Employees Credit Union as a Financial Services Representative I in a remote capacity. This role offers a unique opportunity to work with the largest credit union in the Central Valley, known for its outstanding member service. As a Financial Services Representative I, you will play a crucial role in enhancing member satisfaction and promoting financial products, all while enjoying a supportive work environment.

What You'll Do

  • Accurately process teller transactions, including loan payments and fund transfers.
  • Demonstrate thorough knowledge of negotiable instruments such as cash and checks.
  • Efficiently and accurately record information related to member transactions.
  • Research and resolve members’ concerns to ensure high-quality service.
  • Cross-sell credit union products and services to enhance member engagement.
  • Utilize software systems effectively to perform member transactions.

Requirements

  • Previous cash handling and/or customer service experience is essential.
  • A desire to provide outstanding member service and support.
  • Ability to cross-sell effectively and contribute to team goals.
  • Self-motivated with good communication skills.
  • Dependable and punctual in attendance.

Nice to Have

  • Experience in the financial industry.
  • Sales skills to enhance member interactions.
  • Familiarity with financial products and services.

What We Offer

  • Competitive salary range of $19.07 - $29.59/hour, translating to an annual salary of approximately $39,600 - $61,400.
  • 6% employer contribution to 401k for your future financial security.
  • A positive work environment with a focus on employee well-being.
  • No evenings or weekends required, promoting work-life balance.
  • Recognition as the Gold Award winner for Best Credit Union in 2025.
Why This Job7.5 of 10

This role offers a competitive salary and a supportive work environment, making it an attractive opportunity for those looking to grow in the financial services sector.

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