Member Financial Specialist

6 days ago

Santa Ana, California, United States UNIFY Talent Acquisition Full time
Job Summary

We are seeking a highly motivated and customer-focused Financial Services Representative to join our team at UNIFY Talent Acquisition. As a key member of our branch team, you will be responsible for providing exceptional service to our members, identifying financial needs, and recommending suitable solutions.

Key Responsibilities
  • Respond to new and existing member inquiries, facilitating the opening of accounts and recommending related financial products and services based on a thorough financial needs analysis.
  • Manage assigned member base, proactively uncovering additional financial needs through referrals and outbound tele-consulting.
  • Seek, develop, and maintain new business through outbound calling, internal referrals, interviews with new and existing members, and service calls to prospective employer groups, resulting in membership growth, shares, and consumer loans.
  • Perform functions related to consumer and real estate loans, including accepting loan applications, application processing, and funding, while following lending policies, procedures, and guidelines.
  • Record daily quality conversations with members and create new member profiles, inputting new membership accounts accurately and efficiently using established financial institution policies and procedures.
  • Implement, support, and monitor product campaigns at branches, ensuring branch goals are met, anticipating obstacles, and developing strong strategies to optimize results.
  • Assist in the development of best practices and sales strategies by participating in training calls, conference calls, and other in-branch meetings, communicating this information and educating team members to promote group learning and maximize sales.
  • Develop and maintain relationships with our investment, insurance, and mortgage business partners to maximize referral opportunities and achieve sales and service standards.
  • Process member transactions, such as receiving and disbursing funds, posting deposits, loan payments, withdrawals, cash advances, and processing mail transactions efficiently and accurately.
  • Assist members with complex issues, initiating research, working with others to resolve, and keeping the member informed.
  • Balance cash drawers, negotiable instruments, and daily work at the end of each workday, including encoding and proofing checks for item processing, according to financial institution balancing requirements.
  • Participate in the opening and closing of the branch and may oversee operations in the absence of the manager.
  • Advocate and serve as a subject matter expert on digital banking options for members.
  • Become a Notary Public to service member needs.
Requirements
  • Knowledge of features and benefits of financial institution products and services to solicit, explain, and discuss with members.
  • Knowledge of sales training programs and ability to execute on these to fulfill member needs and train members of the sales team.
  • Strong communication skills (written and orally) and effective interpersonal skills to coach and train coworkers and deliver superior service.
  • Strong customer/member service skills.
  • Ability to analyze member financial needs and provide related information and/or data to demonstrate the benefits.
  • Work under intensive and competing deadlines.
Qualifications
  • Requires a high school diploma or equivalent with a minimum of six months customer service or sales experience, preferably within a financial institution.
  • Requires effective verbal and written communication skills, sales skills, and proficiency in Microsoft Word, Excel, and Outlook applications.
  • Requires lending certification or the willingness and aptitude to gain certification within three months of hire.
  • Requires Notary Certification or the willingness and aptitude to gain certification within three months of hire.

  • Financial Reporting Specialist

    2 weeks ago

    Santa Ana, California, United States Generations Healthcare Full time

    Position at Generations HealthcareSalaries: $75, $80, Hybrid Full TimeGenerations Healthcare is actively seeking a talented Financial Reporting Specialist to become a vital part of our innovative team.About the Role:As a Financial Reporting Specialist, your primary responsibilities will include performing comprehensive financial assessments, delivering...

  • Senior Financial Planning and Analysis Specialist

    2 days ago

    Santa Ana, California, United States ektello Full time

    Job SummaryWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at ektello. As a key member of our financial team, you will be responsible for providing financial analysis and planning support to our business leaders.Key Responsibilities:Develop and maintain financial models and forecasts to inform business...

  • Construction Project Financial Specialist

    2 weeks ago

    Santa Ana, California, United States Empire Construction Full time

    Job OverviewSUMMARYA Construction Project Financial Specialist oversees the comprehensive job cost and contract accounting functions linked to assigned construction and development projects. This role includes the meticulous review and completion of all project-related invoices. The position necessitates interaction with clients and vendors through various...

  • Residential Lending Specialist

    2 weeks ago

    Santa Ana, California, United States ALT FINANCIAL NETWORK, INC. Full time

    About Us:ALT FINANCIAL NETWORK, INC. is seeking a skilled and client-focused Residential Lending Specialist to enhance our team. We prioritize creating a seamless and encouraging atmosphere for our employees to excel.If you possess a solid history of developing customized lending options for clients, we invite you to consider joining our...

  • Financial Support Specialist

    2 weeks ago

    Santa Ana, California, United States Pacific Western Bank Full time

    Company Overview:Pacific Western Bank is a leading financial institution committed to providing exceptional banking services and solutions.Position Summary:The Funder role is integral to our operations, focusing on relationship-based banking and financial services.Key Responsibilities:Manage and support funding operations to ensure efficient transaction...

  • Member Relations Specialist

    2 weeks ago

    Santa Rosa, California, United States Redwood Credit Union Full time

    Join Our Team as a Member Relations SpecialistAt Redwood Credit Union, we are committed to transforming our business practices, and we need your expertise to help us achieve this goal.Since our inception, we have dedicated ourselves to assisting individuals in achieving their financial aspirations with a strong emphasis on community support.As a...

  • Financial Support Specialist

    2 weeks ago

    Santa Ana, California, United States Pacific Western Bank Full time

    Company Overview:Pacific Western Bank is a prominent financial institution that focuses on providing exceptional banking services tailored to meet the needs of its clients.Position Summary:The Funder role is essential in facilitating the bank's operational efficiency by managing funding processes and ensuring seamless transactions.Key...

  • Customer Retention Specialist

    1 week ago

    Santa Ana, California, United States LeadAdvisors Full time

    Customer Retention Specialist We are seeking a proactive and results-driven Customer Retention Specialist to enhance our Financial team. In this position, you will be tasked with overseeing and boosting customer retention for our financial accounts. Your focus will be on crafting and executing strategies aimed at elevating customer satisfaction, reducing...

  • Senior Accounting Specialist

    1 week ago

    Santa Ana, California, United States Jobot Full time

    Senior Accounting Specialist / Hybrid Work Model / Professional Growth / Balance in Work and LifeThis opportunity is hosted by Jobot Consulting.About Us:We are a leading firm specializing in comprehensive cleaning and maintenance solutions for controlled environments, including cleanrooms. Our meticulous cleaning protocols ensure that these environments meet...

  • Financial Loan Administrator

    2 weeks ago

    Santa Ana, California, United States RP PRO, LLC Full time

    Company Overview:RP Professional Services, LLC (RP) is a dynamic government consulting firm based in Virginia, recognized as an 8(a) and Service-Disabled Veteran-Owned Small Business (SDVOSB). Our mission is to support U.S. Federal agencies through exceptional mission assistance and technology integration. We prioritize our employees and clients, embodying...

  • Financial Loan Administrator

    1 week ago

    Santa Ana, California, United States RP PRO, LLC Full time

    Company Overview:RP Professional Services, LLC (RP) is a dynamic government consulting firm based in Virginia, dedicated to supporting U.S. Federal agencies through exceptional mission support and technology integration. As an 8(a) and Service-Disabled Veteran-Owned Small Business (SDVOSB), we prioritize our commitment to excellence, value, and flexibility...

  • Lead Financial Analyst

    2 weeks ago

    Santa Ana, California, United States Masco Full time

    Position Overview:As a Lead Financial Analyst, you will play a crucial role in our finance team, ensuring precision and efficiency in all accounting processes. Key Responsibilities:In this position, you will be expected to: Exhibit a strong attention to detail and a commitment to accuracy in financial reporting. Collaborate effectively with team members to...

  • Senior Financial Analyst

    2 days ago

    Santa Ana, California, United States Behr Paint Full time

    Job SummaryWe are seeking a highly skilled and motivated Financial Analyst to join our dynamic team at Behr Paint Company. As a key member of our Procurement team, you will play a critical role in driving business results through financial analysis, planning, and decision-making.Key ResponsibilitiesFinancial Planning and Analysis: Prepare expense budgets,...

  • Financial Loan Consultant

    1 week ago

    Santa Ana, California, United States RP PRO, LLC Full time

    Company Overview:RP Professional Services, LLC (RP) is a dynamic government consulting firm based in Virginia, dedicated to supporting U.S. Federal agencies through exceptional mission support and technology integration. As an 8(a), Service-Disabled Veteran-Owned Small Business (SDVOSB), we prioritize delivering Excellence, Value, and Flexibility to our...

  • Client Services Account Specialist

    1 week ago

    Santa Ana, California, United States Helpmates Full time

    Job OverviewWe are looking for a dedicated Client Services Account Specialist with experience in banking operations for a long-term contract role within a well-established financial services firm.Key ResponsibilitiesThe Client Services Account Specialist will undertake the following tasks:Oversee the daily management of numerous MBS trusts, including RMBS,...

  • Financial Analyst

    4 days ago

    Santa Ana, California, United States First American Full time

    About the RoleWe are seeking a highly skilled Financial Analyst to join our Data & Analytics Division at First American. As a key member of our Finance Team, you will play a critical role in providing accurate, efficient, and timely financial planning and monthly review of fiscal results.Key ResponsibilitiesDevelop and maintain comprehensive financial...

  • Senior Financial Analyst

    3 days ago

    Santa Ana, California, United States Precision Castparts Corp Full time

    Job SummaryWe are seeking a highly skilled Senior Accountant to join our team at Precision Castparts Corp. As a key member of our finance department, you will play a critical role in ensuring the accuracy and completeness of our financial reporting.Key ResponsibilitiesFinancial Statement Preparation: Assist the Controller and Assistant Controller in ensuring...

  • Lead Financial Analyst

    2 weeks ago

    Santa Ana, California, United States The Ladders Full time

    Senior Financial Analyst at The LaddersAre you an experienced finance professional eager to contribute to The Ladders' financial planning and analysis team? This role offers a unique opportunity to influence our financial strategies and operations. As a Senior Financial Analyst, you will work alongside industry leaders, support our growth initiatives, and...

  • Senior Accounting Specialist

    1 week ago

    Santa Ana, California, United States Jobot Full time

    Senior Accounting Specialist / Hybrid Role / Excellent Work-Life Balance / Career AdvancementAbout Us:We are a leading provider of specialized cleaning and maintenance services tailored for cleanrooms and controlled environments. Our focus is on delivering meticulous cleaning protocols that ensure compliance with rigorous industry standards across various...

  • Financial Sales Representative

    2 days ago

    Santa Ana, California, United States Northgate Markets Full time

    **Job Summary:**The Financial Sales Representative II position at Northgate Markets demonstrates sales techniques to promote all financial services while maintaining excellent customer service and processing financial transactions accurately.**Key Responsibilities:**• Promote all financial services and advise accurate information to customers regarding the...