At a Glance
- Tasks: Help members with accounts and loans while providing exceptional service.
- Company: Join a community-focused credit union dedicated to enhancing lives.
- Benefits: Competitive pay, growth opportunities, and a supportive work environment.
- Other info: Great entry-level role with potential for advancement in retail banking.
- Why this job: Kickstart your career in banking and make a real difference in people's lives.
- Qualifications: No prior experience needed; just a passion for helping others.
The predicted salary is between 30000 - 40000 £ per year.
This role is dedicated to enhancing lives, fulfilling dreams, and building communities by providing exceptional service and meaningful financial guidance to members. Working under direct supervision, the Financial Service Representative 1 (Personal Banker) serves as the first point of contact for members seeking assistance with accounts, consumer loans, and everyday transactions.
This position focuses on building trust through service and education, helping members achieve their goals while learning the foundations of sales within the credit union environment. Responsibilities include opening new accounts, supporting member transactions, assisting with HELOC and consumer loan applications, and maintaining basic knowledge of all credit union products and services—including deposit accounts, loans, and basic IRAs. The FSR 1 role is designed as an entry‑level pathway into retail banking, offering the opportunity to grow into deeper relationship and sales responsibilities with experience and training.
ESSENTIAL DUTIES AND RESPONSIBILITIES include but are not limited to the following. Other duties may be assigned. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Contributes to the organization's mission statement and goals by providing the highest quality of service, treating each person professionally—with warmth, courtesy and respect, cross‑selling additional services, and making a personal effort to make members feel they belong and are important to the credit union.
- Sales Focus: Build relationships with members through trust‑based conversations to understand financial goals and recommend appropriate solutions.
- Offer credit union products and services to meet member needs while delivering a warm, personalized experience.
- Basic product knowledge across checking, savings, consumer loans, credit cards, online banking, and basic IRAs.
- Consistently meet or work toward individual and branch sales and service goals through meaningful member interactions.
- Participate in ongoing sales training and coaching to develop confidence and product expertise.
Transactional: Welcome, listen to, and proactively assist members with transactions.
Financial Service Representative 1, 2 - Downtown Branch in Walsall employer: Numerica-Credit-Union
Join our Downtown Branch as a Financial Service Representative, where we prioritise enhancing lives and building communities through exceptional service. Our supportive work culture fosters personal and professional growth, offering comprehensive training and development opportunities to help you advance in your banking career. With a focus on trust and meaningful member interactions, you'll find a rewarding environment that values your contributions and encourages you to thrive.
