Are you looking for an opportunity to let your skills shine? Come join the team at Copper State Credit Union! We aren't so small that growth opportunities are scarce and we aren't so big that you'll get lost in the shuffle. With under 150 employees, we are able to offer similar products and services as our larger competitors, but on a more personalized scale, both with our members and our employees. This approach provides our employees the opportunity to get involved in the organization in a way they may not be able to, in the corporate world. At Copper State Credit Union, we value the contributions of our employees and actively look for ways to be collaborative, within all levels of the organization. Here, you will have the opportunity to roll up your shirtsleeves, put your unique skills to work, and have a voice in developing your role from the ground up.

As a Personal Financial Consultant I you will:

• Process cash and non-cash transactions such deposits, withdrawals, transfers and payments. 
• Demonstrate effective cash handling skills, maintain cash controls and adhere to all balancing standards and expectations.
• Process address change requests; refer to other team members or submit service requests for higher level maintenance, research, or complex situations, when appropriate.
• Meet or exceed sales and referral goals by actively cross-selling credit union products or services and submitting quality referrals to internal and external partners, as appropriate. 
• Grow and maintain credit union knowledge and utilize appropriate resources to ensure accurate information is provided to members.  
• Complete all required training including online and in-person classes. 
• Work interactively with other team members to promote unity and consistency.  
• Support other team members towards the attainment of branch/department/organizational goals, in addition to personal/professional goals.

To be successful in this role, you will need the following competencies:

Technologically Astute - Demonstrate the ability to use technology to effectively and efficiently perform job functions.

Results Orientation - Actively contribute toward achieving personal, team, departmental and credit union wide goals and be able to prioritize and collaborate with others to achieve success. 

A Service Focus - Demonstrate a commitment to exceptional member service. Build constructive working relationships characterized by cooperation, collaboration, and mutual respect.  

Initiative - Maintain a high of excellence. Display energy and enthusiasm in approaching the job. Be willing to get in on the ground floor and learn the ropes.. A bit of an entrepreneurial spirit goes a long way in our environment. 

Eye for Quality - Take responsibility for providing timely and accurate information, responses and decisions to internal and external members. Willingly accept and embrace constructive coaching and feedback as needed. 

Flexibility - The ability to excel in a fast-paced environment, adapt to changing business needs and work priorities needs is a must. Develop fresh ideas that provide solutions to all types of workplace challenges.

 Company Overview

Join a winning team and a dedicated Credit Union! We have been offering quality financial service to members and their families since 1951. As a credit union, we are a not-for-profit financial cooperative, which means we operate to serve our member-owners. This makes us quite different from other financial institutions. Since 1951, we have focused on building lifetime relationships by continually expanding our products and services while emphasizing financial security, quality, and convenience in an environment that values and respects members, employees, and business partners.

• Requires education equivalent to a four-year high school education or general education degree (GED).  
• At least 6 months of customer service and/or cash handling experience is strongly preferred.  
• Education equivalent to high school diploma or general education degree (GED) is required.  
• Professional interpersonal skills, ability to take direction and use sound judgment are essential.
• Basic computer and math skills are required.  
• Experience with smart phones and tablet applications is preferred.