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Financial Services Representative

2 months ago

Chino, California, United States BluPeak Credit Union Full time
Job Summary

We are seeking a highly skilled and motivated Financial Services Representative to join our team at BluPeak Credit Union. As a key member of our retail banking team, you will be responsible for providing exceptional member service and support to our customers.

Key Responsibilities
  • Identify and acquire new consumer relationships, including deposit and loan portfolio.
  • Utilize a consultative approach to meet each member's financial needs.
  • Initiate and participate in relationship-building events, including proactive activities such as visiting members on-site and attending community events.
  • Initiate proactive service calls to members, including internal lists.
  • Establish new memberships, checking, savings accounts, term investments, IRAs, insurance products, consumer loans, and other products and services.
  • Perform file maintenance duties, including adding owners/signers, updating personal information, adding additional products, decedent accounts, trust certifications, and POAs as requested by members.
  • Coordinate the application process between the member, third parties, and internal loan operations group, ensuring a world-class service experience for the member.
  • Cross-sell all products and services to meet member needs and achieve strategic objectives, cross-sell ratios, and member retention goals.
  • Maintain required knowledge of products, services, policies, and procedures, laws, and regulations and other compliance requirements that pertain to the deposit and lending functions.
  • Assist team members to ensure continuity of service and achievement of individual, team, and organizational business goals.
  • Protect credit union member assets by identifying all members when transacting business and giving information, adhering to security and privacy practices.
Requirements
  • High school diploma or general education degree (GED); and three or more years related banking experience and/or training.
  • Experience in a financial institution/credit union is required.
  • Ability to use loan origination systems, contact management software, and other Microsoft Office application products, as well as the ability to learn new applications quickly.
  • General knowledge of computer network and database use.
  • Strong interpersonal skills, good phone and e-mail etiquette, a professional presentation, and a high degree of personal initiative.
  • Ability to work branch operational hours to include weekends, and to work occasional nights or weekends.
  • Ability to work as a floater in San Diego and within our Southern and Northern Branches.
What We Offer

We offer a competitive salary range of $24.00 to $27.00 per hour, depending on experience. We are an Equal Opportunity/Affirmative Action employer and welcome applications from diverse candidates. Employment may be contingent upon BluPeak Credit Union's receipt of an acceptable and job-related background check, drug screen, and credit check, as applicable and permissible by law. We are committed to working and providing reasonable accommodation to applicants with physical, mental disabilities, and sincerely held religious beliefs. For more information, contact Human Resources.