Help us help Yolo County! We’re looking for a full-time Financial Service Representative (FSR) to travel to our 5 branch locations and assist our members with their financial needs. If you are a well-rounded person who desires variety in their day-to-day work life, this position may be for you.

Primary responsibilities are to provide high-quality service by identifying members’ financial needs and recommending solutions that will help them achieve financial success. The FSR float will assist members in opening new accounts, loans, performing teller transactions, and assisting members through our digital channels.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Possess an effective knowledge of our products and services with special emphasis on how each will improve our members’ financial success.
• Provide exceptional member service and build relationships through activities which include but are not limited to new accounts, soliciting, accepting and processing loan applications, and conducting other member account transactions in an efficient and accurate manner.
• Balance currency, coin, and checks in cash drawer at end of each shift and adhere to cash balancing standards.  Maintain accurate records of transactions and account for all receipts and disbursements.
• Operate and maintain equipment such as coin sorter, night depository, Teller Cash Dispenser (TCD) and Automated Teller machine (ATM).
• Effectively conduct needs-based interviews with current and potential members to educate them on products and services that may improve their financial wellbeing.
• Process loan requests for all consumer loans and offer insurance products such as credit insurance and GAP insurance, when appropriate.
• Complete documentation and finalize loans while ensuring that the member understands the terms of the loan agreement and their debt responsibilities.  Ensure loan agreements are complete and accurate according to lending policy.
• Contact members, business, and community organizations to promote goodwill and generate new business.

EDUCATION and/or EXPERIENCE

Minimum of High school diploma or general education degree (GED) required. Some college or technical school experience preferred. A minimum of one year experience working in a credit union or financial institution with direct contact with members/customers preferred.  If no experience working in a credit union or financial institution, a minimum of three years of sales experience.

To apply, please send your resume with the job title in the subject line to careers@yolofcu.org or click “Apply Now.”