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Credit Union Branch Counselor


Starting Pay $16 to $19/hr DOE

PLUS Qrtly & Annual Incentives

7:15am to 4:00pm, Mon - Fri (No Saturdays)


We are Farmers!

Join a team of diverse professionals at Farmers to acquire skills on the job and apply your learned knowledge to future roles at Farmers. Farmers Insurance also offers extensive training opportunities through the award winning University of Farmers named by Training magazine amongst top 10 corporate training units in the world.

Job Summary

This position requires an individual to display an ability to perform outside sales calls effectively, manage a sales pipeline and a solid follow up plan. Relationship management techniques are necessary to develop partnerships with Farmers agents, district manager and various territory support staff and management.  This Sales Representative performs teller duties and new account functions, provides loan and account information, cross-sells products and services, participates in marketing presentations, resolves member complaints and assists in the overall operation of the branch.

Essential Job Functions

  • Processes member transactions that include deposits, withdrawals, negotiable items, loan payments, cash advances online of credit and MasterCard, and data changes to member accounts. Opens new personal, trust, and corporation accounts and loads details on computer system for savings, checking, money markets, and certificates.
  • Provides required documentation for IRAs.
  • Answers member questions and resolves issues regarding share accounts and loan products. Quotes rates, terms, features, benefits, and services.
  • Responsible for daily balancing of cash and transactions in accordance with balancing standards. Orders branch cash and prepares cash shipments. Prepares bank deposit. Performs all vault teller duties including maintaining custody and daily record of receipts and disbursements in the vault.
  • Balances proprietary ATM transactions and cash and troubleshoots problems.
  • Performs monthly surprise cash counts for teller drawers. Ensures bait money for each teller drawer is properly assigned and maintained. 
  • Under dual control, performs a monthly audit of all negotiables. 
  • Orders and maintains adequate levels of branch supplies. Assures compliance and marketing items remain current.
  • Maintains and services ATM and video surveillance security equipment. Arranges for outside servicing as directed.
  • Maintains a working knowledge of products and services, explains the features and benefits of membership and services offered, opens new accounts, and promotes the member driven philosophy and professionalism credo.
  • Provides loan information and gathers necessary documentation for loan requests. Inputs loan applications into the computer system, runs credit reports and determines loan rates.
  • Participates in achieving branch marketing goals related to new memberships, loan and share growth, cross-selling, and member retention. Participates in field marketing in vicinity of the branch and works with minimal daily onsite supervision.
  • Takes responsibility for promoting the operational workflow of the branch.
  • Provides feedback to supervisor regarding changes in branch operating procedures.
  • Performs other duties as assigned.

Physical Actions

Sits or stands for extended periods of time, up to a full work shift. Occasionally reaches overhead and below the knees, including bending, twisting, pulling, and stooping. Occasionally moves, lifts, carries, and places objects and supplies weighing 0-10 pounds without assistance. Listens to, interprets, and differentiates auditory information (e.g. others speaking) at normal speaking levels with or without correction. Visually verifies and reads information. Visually locates material, resources and other objects. Ability to continuously operate a computer for extended periods of time, up to a full work shift. Physical dexterity sufficient to use hands, arms, and shoulders repetitively to operate keyboard and other office equipment up to a full work shift.

Physical Environment

This position operates in an open office working environment which will include normal and customary distractions, noise, and interruptions.

Education Requirements

High school diploma or equivalent required.

Experience Requirements

Preferred candidates will have:

  • 1-2 years experience in customer service, sales activities, and cash handling, preferably in a financial institution required
  • Financial industry experience - Banking or Credit Union Sales and/or Marketing
  • Previous cash handling experience in a Financial Institution
  • Presentation Experience
  • Strong Customer Service Skills
  • Strong verbal and written communication skills 


Job Location(s): US - AZ - Phoenix-25thAve


Want to learn more about our culture & opportunities? Check out farmers.com/careers and be sure to follow us on Instagram and LinkedIn!

Nearest Major Market: Phoenix

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