Financial Service Representative

Goldenwest Credit Union

Posted 2 months ago

Full Time

South Jordan, Utah

In Person

Smart Summary

Responsibilities

The Financial Service Representative manages member relationships by performing teller transactions, opening new accounts, and processing consumer loan applications. They are responsible for identifying member financial needs and providing consistent follow-up while ensuring regulatory compliance.

Qualifications

You possess a high school diploma and a strong ability to think critically and solve problems. You demonstrate meticulous attention to communication and professionalism, aiming to build and maintain member trust. Your role involves managing member relationships, handling transactions, opening accounts, and processing loan applications.

Must Have Skills for ATS

consumer lending

teller transactions

consumer loan applications

credit union products

regulations

Job Description

WHO WE ARE

Goldenwest Credit Union is a premier non-profit financial cooperative providing exceptional member service to our members in Utah and Idaho. Our employees earn a guaranteed base wage, annual bonus and a generous incentive/commission schedule. We provide outstanding benefits, including:

• Medical insurance (we pay 100% of your deductible!)

• Dental insurance (we pay 100% of your premium!)

• Paid time-off (we pay you to take 34 days off!)

• Tuition reimbursement (we pay for your tuition cost, up to the IRS maximum!)

• Retirement (we pay 100% of your pension and match your 401K!)

• And many, many more…

If what we offer interests you and you are committed to being part of an extraordinary team, apply now! We’d love to create a mutually beneficial partnership!

WHAT WE LOOK FOR

Ideal candidates will exhibit an energetic, friendly and positive attitude! We are looking for people who believe in doing the right thing, want to make a lasting impact, strive to be better every day and aren’t afraid to grow! We are an organization of people helping people!

Key Competencies

• Strong ability to think critically and solve problems.

• Timely and meticulous attention to verbal and written communication.

• Devotion to earning and maintaining member trust.

• Attentiveness to professionalism in appearance and action.

WHAT YOU CAN EXPECT

Our Financial Service Representatives eagerly assist members and prospective members with currency transactions, opening new accounts, and consumer loan needs.

Location, Schedule Availability & Salary Information

• 3664 West South Jordan PKWY, South Jordan, Utah 84009

• Monday through Friday 8:30 AM – 5:30 PM, rotating Saturdays 8:30 AM – 2:30 PM

• Full-time, 40 hours per week

• $15.00 per hour, based on experience and performance + Bonus + Incentive

Essential Duties & Responsibilities

• Cultivate and effectively manage long-term, trusting relationships.

• Complete teller transactions.

• Open new accounts.

• Process consumer loan applications.

• Pair corresponding credit union products and services with members’ financial needs.

• Provide consistent member follow-up.

• Comply with all regulations as required by law.

• Actively participate in continuing education related to credit union career development.

Experience, Education & Certification

• High school diploma required

• Prior retail or consumer lending experience is preferred

Goldenwest Credit Union

Goldenwest is among the largest credit unions in Utah, holding $3 billion dollars in assets. As a not-for-profit financial cooperative, Goldenwest is owned by its 175,000+ members. Based in Ogden since it was founded in 1936, the Credit Union operates 50 branches in Utah and Idaho, including the USU Credit Union Division in Cache Valley, and Healthcare Credit Union in Intermountain Healthcare facilities. In addition to brick-and-mortgage locations, Goldenwest offers free online and mobile banking platforms for 24/7/365 account access. Goldenwest Credit Union is a leading provider of consumer loans, mortgages, real estate loans, commercial loans, Visa products, insurance, investments and checking accounts in Utah and Idaho.
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