Personal Financial Representative
CapEd Credit Union
Region: Nampa, ID
Contact: Laura Heady
Email: [email protected]
Phone: (208) 884-0150
CapEd’s Personal Financial Representative will provide an interactive, consultative experience that deepens relationships by providing financial education, products and services to assist our members in achieving their goals.
Responsibilities include assisting members by processing transactions, opening new accounts, offering additional products and services, and processing and completing loan requests.
CapEd is a growing Credit Union with strong roots in Idaho. We were founded in 1936 by a group of area educators who were looking to secure financial services for those working in the educational industry. CapEd’s Vision Statement says, “CapEd is committed to supporting quality education, financial empowerment, and enrichment of individuals and communities.” We strive to enrich lives and communities with programs such as volunteering in local neighborhoods, financial education for youths and adults, raising funds for area children’s hospitals, and awarding grants to teachers through the Idaho CapEd Foundation.
CapEd offers competitive compensation and employee benefits as well as training and career development through our EP!C values – Empowered, Professional, Innovative, and Collaborative. If CapEd sounds like the culture to take your career to the next level, please apply to our Personal Financial Representative position located at our Marketplace Branch in Nampa, Idaho.
The successful candidate will have the following qualifications.
- Minimum one to three years of consultative sales experience with demonstrated success. Financial services or credit union experience preferred
- Strong proven sales production, delivered with a desire to meet members’ financial needs
- Excellent communication, interpersonal and organizational skills are a must
- Spanish Bilingual preferred but not required
Capital Educators Federal Credit Union is an Equal Employment Opportunity Employer
A high school diploma or equivalent required; degree preferred business or related field and/or equivalent work experience
To Apply: Complete an Online Application at our website www.caped.com for the specific job opportunity that interests you. Resumes are not accepted in lieu of application.