Account Service Representative I

3 weeks ago

Ventura, United States CBC Federal Credit Union Full time
Job DescriptionJob Description

Assist the credit union with providing an easy member experience that will result in member loyalty.

ESSENTIAL DUTIES:

  • Practice CBC core values:
    • Make It Right-CBC pledges to do the right thing for our credit union by providing the greatest benefit possible to our members and our community
    • Make It Easy-CBC pledges to provide easy financial solutions, convenient locations, efficient service and simplified processes
    • Make It Personal-CBC pledges to nurture deep, personal relationships with members, based on their individual needs and preferences
  • Identify the financial needs of each member and recommend a product or service that will improve the member's financial life.
  • Promptly answer all incoming calls in a courteous and efficient manner.
  • Assist members with general credit union information pertaining to products, hours and locations.
  • Receive and process new account requests via the Internet. Notify new account applicants of the status of their application. Forward applications to designated employee for approval.
  • Perform account servicing functions:
    • Process transfer, cash advance and other transaction requests
    • Re-order checks, place stop payments,
    • Assist members with account inquiries such as account balances, transaction history and other various inquiries
    • Process bank wire requests-submit to appropriate department
    • Account maintenance as necessary
  • Educate and assist members with electronic services:
    • Provide PCAccess resets and support
    • SmartPay-setup, research, support
    • SmartPay-disputes
    • POP Money-setup, research, support
    • Finance Works-support
    • Mobile Banking-support
    • eStatement-setup, support
  • Refer interested members and potential members to the Loan Sales Team (warm transfer) for consumer lending and to the Mortgage Department for real estate lending.
  • Perform other duties as assigned.

EDUCATION and/or EXPERIENCE: High School diploma or graduate equivalency diploma (GED) and six months of working in a sales, service and/or call center environment required.

PHYSICAL REQUIREMENTS: The physical demands described below are representative of those that must be met by an employee to successfully perform the essential duties of this job. Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential duties.

While performing the responsibilities of the job, the employee is required to talk and hear. The vision abilities required of this job include close vision for computer usage. The employee is required to use their hands and fingers for keyboarding. This position is primarily phone work and requires sitting for prolonged periods of time.

WORK ENVIRONMENT: Work area is well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation. The noise level is moderate.

WORK SCHEDULE: Workweek will be approximately 29½ hours or 40 hours with some overtime as needed. Occasional attendance at meetings before or after scheduled hours may be required. Management reserves the right to change any employee's work schedule to meet the operational needs of the Credit Union. Furthermore, management reserves the right to reassign any employee, either temporarily or permanently, to work at another credit union location.

TRAVEL: No travel required.



Job Posted by ApplicantPro

  • Behavioral Health Accounting Manager I/II

    2 weeks ago

    Ventura, United States County of Ventura CA Full time

    Under general direction, the Behavioral Health Accounting Manager I/ II plans, organizes and directs the fiscal operations and activities of the Health Care Agency's Behavioral Health department; manages and participates in the development of fiscal Behavioral Health, Accounting Manager, Manager, Accounting, Behavioral, Health, Healthcare

  • Personal Banker

    3 days ago

    Ventura, United States FirstBank Full time

    Banking Specialist III – Sales Focus This position, Banking Specialist III, may be called by many other names: New Accounts Representative, Personal Banker, Financial Service Representative, etc. At First Bank, we choose to call you a “specialist” because that is what you are! Individuals in this position are well-versed in both operations and sales...

  • Personal Banker

    4 weeks ago

    Ventura, United States First Bank Full time

    Banking Specialist III – Sales FocusThis position, Banking Specialist III, may be called by many other names: New Accounts Representative, Personal Banker, Financial Service Representative, etc. At First Bank, we choose to call you a “specialist” because that is what you are! Individuals in this position are well-versed in both operations and sales...

  • Personal Banker

    2 weeks ago

    Ventura, United States FirstBank Full time

    Banking Specialist III Sales Focus This position, Banking Specialist III, may be called by many other names: New Accounts Representative, Personal Banker, Financial Service Representative, etc. At First Bank, we choose to call you a specialist because that is what you are! Individuals in this position are well-versed in both operations and sales functions in...

  • Personal Banker

    4 weeks ago

    Ventura, United States First Bank Full time

    Banking Specialist III – Sales FocusThis position, Banking Specialist III, may be called by many other names: New Accounts Representative, Personal Banker, Financial Service Representative, etc. At First Bank, we choose to call you a “specialist” because that is what you are! Individuals in this position are well-versed in both operations and sales...

  • Architectural Sales Representative

    9 hours ago

    Ventura, United States Stone West Inc. Full time

    **Architectural Sales Representative - Job Description** **About Us** Are you a tenacious, self-starter with a passion for building, design, and materials? Are you looking to join an organization that values innovation, quality, and creating lasting relationships? Where your big ideas are valued and welcomed, and results are rewarded? If so we want to hear...

  • PATIENT ACCESS REPRESENTATIVE I/II

    7 days ago

    Ventura, CA 93006, USA, United States County of Ventura CA Full time

    Are you a dynamic and organized individual with exceptional customer service skills? The Ventura County Health Care Agency is seeking a detail-oriented Patient Access Representative and Medical Office Assistant to join our Ventura County Medical Cent Patient Access, Office Assistant, Representative, Patient, Operations, Emergency Room, Healthcare

  • Account Manager

    2 weeks ago

    Ventura, United States Curri Full time

    We are seeking a highly motivated and results-driven Account Manager to join our team. In this role, your primary goal will be to drive our GTM motion forward by deepening relationships and ensuring we provide exceptional service across multiple large accounts. This involves engaging new users, strengthening relationships with existing users, and re-engaging...

  • Alcohol and Drug Treatment Specialist I/II/III

    2 weeks ago

    Ventura, United States County of Ventura CA Full time

    THE POSITION: Under supervision (Level I) or general direction (Level II/ III), the incumbent performs educational and counseling services for clients with alcohol and/or other drug problems and performs other related duties as required. Distinguishi Drug, Treatment, Specialist, Behavioral Health, Mental Health, Program Manager, Healthcare

  • Outside Sales Representative

    1 week ago

    Ventura, United States Dreamstyle Remodeling Full time

    Overview:Dreamstyle Remodeling – America’s #1 Remodeler Ranked by sales - Remodeling Magazine three years in a rowWe represent the finest brand names in home improvement. The combination of quality products, skilled professionals, and exceptional service make Dreamstyle Remodeling the best home contractor in the West U.S. and the largest full-service...

  • Outside Sales Representative

    2 weeks ago

    Ventura, United States Dreamstyle Remodeling Full time

    Overview:Dreamstyle Remodeling – America’s #1 Remodeler Ranked by sales - Remodeling Magazine three years in a rowWe represent the finest brand names in home improvement. The combination of quality products, skilled professionals, and exceptional service make Dreamstyle Remodeling the best home contractor in the West U.S. and the largest full-service...

  • Commercial Insurance Account Manager

    5 days ago

    Ventura, United States Rothstein Insurance Services, Inc Full time

    Job DescriptionJob DescriptionAs one of the fastest growing insurance brokerages in California, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected. Our growing team of professional leaders recognized for their excellence throughout the insurance community.We currently have an opportunity for an...

  • Senior Staff Accountant

    6 days ago

    Ventura, United States Hunter Recruitment Advisors Full time

    Job Description Job Description Division: Accounting Supervisor: Accounting Manager Status: Full-Time, Exempt Salary: $60k-$62k ORGANIZATIONAL BACKGROUND: Cabrillo Economic Development Corporation (CEDC) develops and manages service enriched, inclusive residential communities, ensuring access to affordable, secure, quality housing that creates the foundation...

  • Senior Staff Accountant

    3 days ago

    Ventura, United States Hunter Recruitment Advisors Full time

    Division: Accounting Supervisor: Accounting Manager Status: Full-Time, Exempt Salary: $60k-$62k ORGANIZATIONAL BACKGROUND: Cabrillo Economic Development Corporation (CEDC) develops and manages service enriched, inclusive residential communities, ensuring access to affordable, secure, quality housing that creates the foundation for our residents to grow and...

  • Senior Staff Accountant

    2 weeks ago

    Ventura, United States Hunter Recruitment Advisors Full time

    Division: Accounting Supervisor: Accounting Manager Status: Full-Time, Exempt Salary: $60k-$62k ORGANIZATIONAL BACKGROUND: Cabrillo Economic Development Corporation (CEDC) develops and manages service enriched, inclusive residential communities, ensuring access to affordable, secure, quality housing that creates the foundation for our residents to grow and...

  • Senior Staff Accountant

    2 days ago

    Ventura, United States Hunter Recruitment Advisors Full time

    Division: Accounting Supervisor: Accounting Manager Status: Full-Time, Exempt Salary: $66,650k-$68k ORGANIZATIONAL BACKGROUND: Cabrillo Economic Development Corporation (CEDC) develops and manages service enriched, inclusive residential communities, ensuring access to affordable, secure, quality housing that creates the foundation for our residents to grow...

  • Sales Representative

    1 month ago

    Ventura, United States Edwards Label Full time

    Job DescriptionJob DescriptionCompany DescriptionEdwards Label is a rapidly growing innovative packaging printer specializing in pressure sensitive labels and flexible packaging.  Website: www.edwardslabel.comJob DescriptionEssential Duties and Responsibilities Sell company products and services to new and established Customers.Study product information...

  • Senior Staff Accountant

    6 days ago

    Ventura, United States Hunter Recruitment Advisors Full time

    Job DescriptionJob DescriptionDivision:  AccountingSupervisor: Accounting ManagerStatus: Full-Time, ExemptSalary: $66,650k-$68kORGANIZATIONAL BACKGROUND: Cabrillo Economic Development Corporation (CEDC) develops and manages service enriched, inclusive residential communities, ensuring access to affordable, secure, quality housing that creates the...

  • Behavioral Health Clinician I/II/III/IV

    2 weeks ago

    Ventura, United States County of Ventura CA Full time

    Under immediate (I, II), general supervision (III), or general direction (IV), provides clinical or administrative psychiatric behavioral health services in a multi-cultural, multi-disciplinary environment through the use of therapy (individual, fami Behavioral Health, Clinician, Behavioral, Bilingual, Mental Health, English, Healthcare

  • Internal Medicine

    2 weeks ago

    Ventura, United States California Physician Opportunities Full time

    Internal Medicine physician job in California : CC-1108 Internist wanted for opportunity located on the 'Blue Pacific' shore, in beautiful Ventura, live the California lifestyle of beaches, mountains, malls and theme parks, live minutes from the Beach. Just a short commute to Los Angeles, area offers numerous Golf Courses,...