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Member Services Representative
Location:
Paso Robles, CA
Description:
At SESLOC, it is the people that make the place. Rooted in academics, and locally headquartered for 80 years, we are the credit union with the funny name. But to us, financial dreams and goals are serious business. In this position you will perform a wide variety of financial and educational service functions in member service areas assisting in achieving assigned branch goals. Perform essential functional tasks key to the position and overall branch operations to include but is not limited to: Originate loan applications and review loan files to verify application is complete. Maintain all contact with members for consumer loans to ensure loan process steps are completed. Provide general information about share application process and all credit union products and services. Complete all required steps in the account opening and closing process including actively trying to retain the account. Service member needs regarding share account, trust, U.T.M.A, club accounts, business accounts, share draft, deferred compensation, IRA, and share certificates. Establish, convert, or assist with complex special accounts and transactions. Educate and promote credit union ancillary products. Assist members with loan payments, withdrawals via check, credit card and cash advances, and transfers. Follow all daily work documentation procedures which include check proofing and balancing daily work. Perform member account maintenance as required. Support members with fraud disputes and compromised memberships. Respond promptly to members email, telephone requests and inquiries, ensuring the highest quality member service standards. Assist members with remote access. Support branch management with monthly and quarterly audits as needed. Education/Experience: A High School Diploma or GED and one to three years similar or related experience including time spent in preparatory positions. Position requires strong attention to detail, organization, communication, computer skills, and a passion for sales. Ability to exercise sound judgment in all situations and foster sound relationships with others. Must be registered or qualify to register with the National Mortgage Licensing System & Register as a Mortgage Loan Originator (MLO) and maintain annual registration requirements . Bilingual (English/Spanish) preferred *In addition to our generous vacation accruals, branch staff will earn Bonus Vacation hours in 2023. Earn an additional 4 hours for each full month of employment in 2023! EOE Job Posted by ApplicantPro
Company:
Sesloc Federal Credit Union
Posted:
December 26 2023 on ApplicantPro
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More About this Listing: Member Services Representative
Member Services Representative is a Jobs Member Services Representative Job at Sesloc Federal Credit Union located in Paso Robles CA. Find other listings like Member Services Representative by searching Oodle for Jobs Member Services Representative Jobs.
Member Services Representative is a Jobs Member Services Representative Job at Sesloc Federal Credit Union located in Paso Robles CA. Find other listings like Member Services Representative by searching Oodle for Jobs Member Services Representative Jobs.