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Careers with Beacon Financial 

The goal of Beacon Financial Credit Union is to hire individuals with a strong work ethic, positive attitude, and a professional energy.  Every team member is an important part of our culture, and we understand that every team member is essential to the success of Beacon Financial. If you are interested in joining our team, please e-mail your resume to dbrooks@beaconfcu.org.

Beacon Financial is seeking a new team member for our Member Service Generalist position.  This position purpose is to: Assist new and existing members with their financial needs, opens and closes various types of accounts, processes transactions, resolves account problems, assists members with loan requests, actively identify and act on cross-sell opportunities.  Ensure an exceptional experience with every member interaction.  Work with other team members to ensure branch operations are completed.  Conduct yourself in a manner that is conducive to a positive work culture.

The main functions of the Member Service Generalist position are:

  • Assists members with opening and maintaining accounts, processes transactions, and addresses and resolves member problems, inquiries, or complaints.
  • Identifies opportunities to cross-sell additional products or services to members.
  • Interviews members to assist them in preparing loan applications. Answer basic questions, gathers, and organizes required documents for loan processing.
  • Confers with members by telephone, digital applications, or in person to provide information about products or services.
  • Maintains accurate member account information on various systems and prepares required reports for management.
  • Acts as liaison between members and various departments.
  • Performs other job-related duties as assigned


  • Clerical – Knowledge of administrative and clerical procedures and systems such as word processing, spreadsheets, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
  • Computer Systems – Working knowledge of related computer systems and applications.
  • English Language – Thorough knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
  • Member & Personal Service – Working knowledge of principles and processes for providing member and personal services. This includes member needs assessment, meeting quality standards for services, and evaluation of member satisfaction.
  • Operations – Working knowledge of established teller procedures and policies. Understanding of Credit Union operations


  • Active Learning – Understands the implications of new information for both current and future problem-solving and decision-making.
  • Active Listening – Gives full attention to what other people are saying, takes time to understand the points being made, asks questions as appropriate, and does not interrupt at inappropriate times.
  • Critical Thinking – Uses logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
  • Mathematics – Uses mathematics to solve problems.
  • Monitoring – Monitors/assesses performance of self, other individuals, or organizations to make improvements or take corrective action.
  • Persuasion – Persuades others to change their minds or behavior.
  • Reading Comprehension – Understands written sentences and paragraphs in work related documents.
  • Service Orientation – Actively looks for ways to help people.
  • Social Perceptiveness – Aware of others’ reactions and understands why they react as they do.
  • Speaking with Diverse Audiences – Speaks with persons of various social, cultural, economic, and educational backgrounds.
  • Time Management – Manages one’s own time and respects other’s time.


  • Attention to Detail – Demonstrates carefulness about detail and is thorough in completing work tasks.
  • Confidentiality – Maintains confidentiality related to Credit Union operations and work-related information.
  • Inductive Reasoning – Combines pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
  • Oral Comprehension – Listens to and understands information and ideas presented through spoken words and sentences.
  • Oral Expression – Communicates information and ideas in speaking so others will understand.
  • Problem Sensitivity – Can tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
  • Written Comprehension – Reads and understands information and ideas presented in writing.
  • Written Expression – Communicates information and ideas in writing so others will understand.



Beacon Financial Credit Union is an Equal Opportunity Employer

Routing Number: 264279237

All Beacon Financial branches will be closed on Monday, May 27th, in observance of Memorial Day.
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