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Financial Service Representative (New Account/Loan Interviewer)

Shift Type: Part Time (20)
Location: Kearny Mesa
Description: The position of Financial Service Representative is established to provide prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, as well as cross-selling Credit Union products and services to meet members’ needs and increase member satisfaction. Maintain quality service standards set by the organization.
Act as an MSR or Receptionist as directed by management.
Essential Duties & Responsibilities:
  • Interview members and potential members to determine their financial needs and aid in selecting appropriate products and services.
  • Provide quality member service consistent with Credit Union standards; resolve member complaints quickly and accurately; respond to member inquiries on the phone and in person.
  • Responsible for keeping abreast of current policies, procedures and new products; follow new procedures.
  • Prepare documentation for new accounts and/or loans ensuring adherence to legal requirements and Credit Union policies and procedures.
  • Ensure loan files are complete and accurate with appropriate and thorough comments, along with recommendations to aid in loan decision.
  • Relay loan decision to member along with loan terms and conditions providing financial counsel and alternatives, as needed.
  • Provide timely closing of loans through consistent follow-up of loan approvals.
  • Ensure operational integrity through consistent and timely audits of loan and new account files and documentation.
  • Maintain the integrity of the sales program by accurately recording and tracking all member encounters.
  • Participate in business development activities including participating in orientations and on-sites.
  • Contribute to the sales orientation of the branch by instructing co-workers as directed by management in product knowledge and cross-selling techniques.
  • Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures.
Other Duties & Responsibilities:
  • Support management in community development activities.
  • Maintain safe deposit boxes, as applicable.
  • Perform other duties as assigned.
Minimum Requirements:
  • High school diploma or equivalent.
  • Possess strong human relations, communication and organizational skills.
  • One to three years financial institution experience.
  • Demonstrated sales ability and thorough knowledge of and a willingness to actively promote Credit Union products and services.
  • Knowledge of loan and account interviewing techniques.
  • General knowledge of Credit Union/and or financial institution loan policies and procedures.
  • Good math skills.
  • Professional appearance and demeanor.
Physical Demands & Work Environment:
  • While performing the duties of this position, the employee is regularly required to talk and hear; to reach with hands and arms, use hands to finger, handle or feel objects, tools or controls. The employee is occasionally required to walk, stoop, kneel, crouch or crawl. The noise level in the work environment is usually moderate.
  • The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus.
  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

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6545 Sequence Drive • San Diego, CA 92121

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San Diego County Credit Union® was founded on the principle that people come first and profits second. This forward-thinking approach in the banking industry has propelled SDCCU® to become San Diego’s BEST Credit Union and largest locally-owned financial institution. SDCCU provides breakthrough banking products that meet the demands of today’s lifestyle and delivers banking services that save customers money. SDCCU serves customers nationwide with 30,000 surcharge-FREE CO-OP ATMs and 37 branch locations in San Diego, Riverside and Orange counties. Open an account today.

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