Retail Banking Services Representative

6 days ago


Folsom, California, United States Sacramento Credit Union Full time

We are seeking a candidate who possesses excellent communication skills and enjoys being of service to customers for our Retail Banking Services Representative position at Sacramento Credit Union. An individual who derives satisfaction and accomplishment from assisting others with their financial needs would be successful in our environment.

Job Overview:

Sacramento Credit Union is an equal opportunity employer that values diversity, equity, and inclusion in the workplace. We welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, or any other protected status.

Responsibilities:

  • Assessing members' financial needs and advising them on products and services beneficial to them
  • Obtaining and evaluating credit reports, calculating debt-to-income ratios on consumer loan applicants, determining collateral needs and payment plans
  • Meeting credit union consumer lending criteria for loan funding limits

Requirements:

  • High School Diploma or GED
  • One year experience in a financial institution in a customer service position
  • Working knowledge of financial services products and basic lending practices is desired
  • Demonstrated sales ability in a financial institution or retail store is highly desirable
  • Demonstrated computer skills and familiarity with software programs such as Word, Excel, and MeridianLink
  • Demonstrated inter-personal communication and member contact skills
  • Maintains good attendance record

Compensation and Benefits:

The selected individual will be scheduled to work 37/40 hours a week with a competitive salary range of $42,000 - $54,000 per year, based on the location and industry standards. Our benefits package includes medical, dental, vision, Paid Time Off, paid holidays, life insurance/AD&D, short-term and long-term disability, 401(k), and more for full-time employees.

Work Schedule:

The position requires working Monday through Friday from 8:30 am to 6:30 pm and Saturday from 9:30 am to 2:30 pm (alternating off). Sunday is off.



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