Financial Operations Manager

3 days ago


Folsom, California, United States Sacramento Credit Union Full time
About the Job

Sacramento Credit Union is seeking an experienced Retail Support Specialist III to join our team. In this role, you will be responsible for providing exceptional customer service and support to our members.

The successful candidate will have a strong understanding of financial services products and basic lending practices, as well as excellent communication and interpersonal skills. A valid driver's license and reliable transportation are essential requirements for this position.

Our team is passionate about delivering exceptional customer service and support to our members. We are committed to fostering a culture of excellence and teamwork, and we believe that every employee has the potential to grow and develop within our organization.

Responsibilities:

  • Provide exceptional customer service and support to members.
  • Assess member financial needs and advise on products and services.
  • Submit, process, and fund consumer loan applications.
  • Mentor and train branch staff in loan and deposit products and services.
  • Provide notary and medallion stamp service to members.

Requirements:

  • High School Diploma or G.E.D.
  • Two-to-five-year experience in a financial institution in a customer service position.
  • Working knowledge of financial services products and basic lending practices.
  • Demonstrated sales ability in either a financial institution or retail store.
  • Demonstrated computer skills and familiarity with software programs such as Word, Excel, MeridianLink, Loans PQ, and others.

Estimated Salary: $55,000 - $78,000 per year.



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