Financial Services Rep I or II (full-time)

Educational Employees Credit UnionEducational Employees Credit UnionFresno, California, United States
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Posted

8/22/2026

Employment

Full time

Range

$19 - $32/hr

Work style

On-site

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AI summary

Core responsibilities

The position involves accurately processing teller transactions, such as loan payments and fund transfers, while maintaining knowledge of negotiable instruments. Additionally, the role requires researching member concerns and cross-selling credit union products and services.

Requirements overview

Candidates must have previous cash handling or customer service experience and a strong desire to provide outstanding member service. The role requires good communication skills, self-motivation, and the ability to effectively utilize provided software systems.

Key skills

Member serviceSalesCash handlingCustomer serviceCommunication skillsSelf-motivatedFinancial industry knowledgeNegotiable instrumentsSoftware utilizationProblem solving

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About Educational Employees Credit Union

Industry

Financial Services

Employees

43

Size

2-10 employees

Job categories

Finance & AccountingCustomer Service & SupportSalesAdministrative

Description

Description PAY GRADE: 19N, 20N PAY RANGE: $19.07 - $31.88/hour DEPARTMENT: Branch Operations Experience the difference with Educational Employees Credit Union, the largest credit union in the Central Valley. Known for its outstanding member service, EECU promotes a positive work environment and supports employee well-being with a competitive benefits package, including a 6% employer contribution to 401k. In 2025, EECU received the Gold Award for Best Credit Union and the Silver Award for Best Place to Work in The Fresno Bee's 2025 Best of Central California People’s Choice Awards. No evenings or weekends! The ideal candidate for this position will have a positive attitude, great member service/sales skills and previous experience in the financial industry. Responsibilities of the position include: Accurately process teller transactions (loan payments, transfer of funds, etc.) Thorough knowledge of negotiable instruments such as cash and checks Efficiently and accurately record information Research and resolve members’ concerns Cross-sell credit union products and services Efficiently utilize the software systems provided to perform member transactions Requirements Requirements of the position include: Previous cash handling and/or customer service experience Desire to provide outstanding member service Ability to cross-sell Self-motivated Good communication skills Dependable (arrive to work on time as scheduled)

Requirements

  • Member service
  • Sales
  • Cash handling
  • Customer service
  • Communication skills
  • Self-motivated
  • Financial industry knowledge
  • Negotiable instruments
  • Software utilization
  • Problem solving

Benefits

  • 401k
  • Employer contribution to 401k

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