Credit Union Associate
Listed on 2026-10-12
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Finance & Banking
Bank Customer Service, Banking Operations, Banking & Finance, Financial Sales
The United Methodist Credit Union is a faith-based institution serving the financial needs of churches, organizations, clergy, staff, and laity connected to the United Methodist Church. The Credit Union is dedicated to providing accessible, member-focused financial services tailored to the unique needs of faith-based communities. Team members work in a mission-driven environment that values integrity, service, and responsible stewardship. Applicants can expect a supportive workplace that emphasizes faith community service and long-term member relationships.
Role DescriptionThe position is a full-time, on-site role based in Richmond, VA. The associate would be responsible for assisting members with everyday banking needs, processing deposits and withdrawals, and responding to inquiries about credit union products and services. The associate will also support loan processing activities, credit card operations, money transfers, operations, as well as ensure accurate documentation in member records. Excellence in communications in person, by phone, online, and via email.
The role also involves maintaining compliance with credit union policies, safeguarding confidential information, and contributing to a positive, service-oriented environment.
- Strong analytical skills to review member information, evaluate options, and support sound financial decisions.
- Knowledge of finance principles and basic banking operations, with the ability to explain products and services clearly.
- Effective communication skills, including active listening, clear verbal and written communication, and a member-focused approach.
- High school diploma or equivalent required; associate’s or bachelor’s degree in finance, business, or a related field is preferred.
- Customer service experience in a financial institution is required.
- Proficiency with standard office software and core banking systems, with strong attention to accuracy and detail.
- Ability to work on-site in Richmond, VA, maintain confidentiality, and uphold ethical and professional standards.
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