Personal Financial Representative

and the job listing Expires on March 29, 2026

Full-Time Job Accounting, Data Analytics, Economics & Finance

Complete an Online Application at our website  for the specific job opportunity that interests you. Resumes are not accepted in lieu of an application.

The PFR I promotes member financial well-being through engaging members in meaningful conversations to resolve financial inquiries, enrich the member’s experience and deepen their relationship with the Credit Union. This position processes transactions, handles cash, account maintenance and/or troubleshooting, assists with new memberships and various account and lending offerings, and educates members on Credit Union products and services.

The pay for this position is $22.19 an hour.

• Assists members, guest members and potential members with their account inquiries, performs cash and non-cash transactions and account maintenance while actively listening to and inquiring about needs with the objective of providing the ultimate member experience and value-added solutions.
• Assists members and potential members with new credit union memberships, consumer account and consumer lending inquiries. Opens, closes, converts and/or maintains member accounts, receives and processes applications for all consumer lending offerings with the objective of enriching the member experience and deepening their relationship with Cap Ed.
• Resolves complex member inquiries with a focus on our Brand Promise while utilizing and adhering to company policies. Researches and explores potential solutions to provide alternatives for members. Follows escalation processes to direct members to appropriate team member as needed.
• Balances cash, checks and completes daily transactions, account maintenance, and loan applications with minimal errors.
• Maintains expert knowledge of all credit union products, services, and promotions.
• Contributes to efficient Credit Union operations by performing other job-related duties as assigned.

One year to three years of similar or related experience.

A high school education or GED.

Brand Promise and Values
:
To make a difference – every member experience matters. Employees of Cap Ed carry out our promise and values of EP!

C by being Empowered – We are knowledgeable and trusted to make decisions.
Professional – We are respectful in creating outstanding experiences.
Innovative – We seek new ideas for positive change.
Collaborative – We connect with each other to implement solutions.

• Contributing to Team Success
  :
  Actively participating as a member of a team to move the team toward the completion of goals.
• Communication
  :
  Clearly conveying information and ideas through a variety of media to individuals or groups in a manner that engages the audience and helps them understand and retain the message.
• Member Focus
  :
  Making members and their needs a primary focus on ones actions; developing and sustaining productive customer relationships.
• Technical/Professional Knowledge and Skills
  :
  Having achieved a satisfactory level of technical and professional skill or knowledge in position-related areas; keeping up with current developments and trends in areas of expertise.
• Sales Ability/Persuasiveness
  :
  Using appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea from prospects or clients.

• Adaptability
  :
  Maintaining effectiveness when experiencing major changes in work tasks or the work environment; adjusting effectively to work within new work structures, processes, requirements, or cultures.
• Continuous Learning
  :
  Actively identifying new areas of learning; regularly creating and taking advantage of learning opportunities; using newly gained knowledge and skill on the job and learning through their application.
• Decision Making
  :
  Identifying and understanding issues, problems, and opportunities; comparing data from different sources to draw conclusions; using effective approaches for choosing a course of action or developing appropriated solutions; taking action…