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Financial Service Assistant Jobs in Utah (NOW HIRING)

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Financial Service Assistant information

What do you do as a financial service assistant?

A financial service assistant supports clients by providing information about banking products, processing transactions, and assisting with account management. They often handle customer inquiries, perform administrative tasks, and use banking software to ensure accurate service delivery. Strong communication skills and knowledge of financial procedures are essential for this role.

What is a financial service assistant?

A financial service assistant supports financial professionals by handling client inquiries, preparing documents, and managing administrative tasks. They often use financial software and need good communication skills to assist with banking, investment, or insurance services. This role typically requires attention to detail and knowledge of financial products.

What is the work of a financial service assistant?

A financial service assistant supports financial advisors or banking staff by handling client inquiries, processing transactions, maintaining records, and preparing financial documents. They often use banking software and must have good customer service skills to assist clients effectively.

What are the most commonly searched types of Financial Service jobs in Utah?

The most popular types of Financial Service jobs in Utah are:

What cities in Utah are hiring for Financial Service Assistant jobs?

Cities in Utah with the most Financial Service Assistant job openings:

Financial Service Representative

Farmington, UT

Goldenwest Credit Union
Finance and Insurance • 501 - 1,000 employees

Full-time

Medical, Dental, Retirement, PTO

Posted 22 days ago


Goldenwest Credit Union rating

6.3

Company rating: 6.3 out of 10

Based on 14 frontline employees who took The Breakroom Quiz


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 (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 Range

• 698 N Lagoon Drive, Farmington, Utah 84025

• 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.

• Assist members by phone while business is being developed.

• 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

• Prior retail or consumer lending experience is preferred.


What Goldenwest Credit Union employees say

Pay

Benefits

Hours and flexibility

Workplace

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