Job Description

Job Description

Job Description

WHAT YOU’LL DO:
Welcome members into the branch and provide friendly, helpful service that promotes a positive financial well-being. Responsible for meeting established Credit Union and Branch goals for internal and external sales to existing and potential members. Build rapport with members to cross-sell financial products and services that deepen relationships and fosters branch growth while adhering to credit union policy and procedures. Accurately and efficiently process a variety of routine financial inquiries, transactions, and service requests. Secure credit union assets, balance transactions, and complete necessary reports.

WHAT YOU’LL BRING:
Availability to work 29 hours per week Monday, Tuesday, Thursday, Friday between the hours of 10:00am – 4:00pm and every Saturday 8:45am – 1:15pm at our Lakeville branch location; non-exempt.

In addition:

• High school diploma or equivalent (or in active pursuit of with a specified end date).
• One year of experience interacting with the public or serving customers.
• One year of cash handling experience, preferred.
• Previous sales experience or strong interest in sales, preferred.
• Strong interpersonal skills, a positive attitude, and a desire to help people.
• Effective communication skills (verbal and non-verbal), interpersonal skills, and active listening skills.
• Good decision-making skills and judgement.
• Ability to perform calculations and proficiency in basic math skills.
• Ability to organize and prioritize work and maintain accurate records.
• Ability to communicate with a diverse membership and employee population.
• A professional and friendly appearance and demeanor.
• Compliance with the Bank Secrecy Act and all its provisions.
• Ability to pass a pre-employment drug test and various background checks.
• Regular and reliable attendance at the workplace.

WHO WE ARE:
TruStone Financial is a member-owned credit union offering comprehensive, straightforward, and competitive financial solutions designed to support our members’ financial health. Established in 1939 by a group of teachers, TruStone Financial has grown into Minnesota’s second-largest credit union. With over 550 dedicated employees, we serve more than 200,000 members across 23 branches in Minnesota and Wisconsin. Our vision is to deliver exceptional financial experiences, and to achieve this, we need exceptional people! Join our expanding team and help us fulfill our mission to engage, educate, and inspire members toward lifelong financial well-being.

WHAT WE OFFER:
The salary range for this position is $18.00 to $19.75 per hour. In addition, we offer:

• Competitive pay and incentive programs for all positions.
• Health insurance with the ability to choose which plan option is best for you – a Traditional Health Plan or Health Savings Plan.
• Affordable dental and vision insurance coverage.
• Earn 22 days of paid time off annually for full-time employees with an equivalent accrual for part-time employees – and, the longer your tenure, the more PTO you’ll have to enjoy.
• 10+ paid holidays each year.
• Up to 16 hours of paid time annually to volunteer for organizations you are passionate about.
• 401(k) with 50% employer match on the first 6% you contribute – plus, after one year of service, an additional 3% safe harbor employer contribution that is immediately 100% vested regardless if you are contributing or not.
• Eligibility for profit sharing opportunities in the form of a contribution to your 401(k) account.
• Employer-paid Short Term and Long Term Disability benefits.
• Employer-provided life insurance up to 2.5x your base salary with the option to purchase additional coverage for yourself, spouse and eligible dependents.
• Reimbursement for higher education expenses of up to $5,250 per calendar year (including tuition, books and activity fees).
• Career development opportunities – including our STEP job shadow program, TruStone Academy certification courses, Mentorship Program and more.
• Special employee discounts when you join TruStone Financial as a credit union member.
• Employee activities, events, discounts, and many other great benefits and perks!

TruStone Financial Credit Union is an Affirmative Action and Equal Opportunity Employer of Protected Veterans, Individuals with Disabilities and all Protected Classes.

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