Financial Services Representative

4 days ago

San Luis Obispo, California, United States COASTHILLS FEDERAL CREDIT UNION Full time
Job Summary

CoastHills Federal Credit Union is seeking a highly skilled Financial Services Representative to join our team. As a Relationship Specialist, you will be responsible for identifying the financial needs of our members and providing personalized solutions to meet those needs.

Key Responsibilities
  • Prepare and process loan-related transaction requests, ensuring timely and accurate completion.
  • Actively promote and cross-sell Credit Union services, products, and investment opportunities to members.
  • Resolve errors, member problems, and complaints in a timely and professional manner.
  • Accurately operate a variety of office equipment and machines, including computers, printers, and scanners.
  • Open new membership and share accounts, and cross-sell products as appropriate to meet member needs.
  • Thoroughly understand features and benefits of GAP (Guaranteed Asset Protection), MBI (Mechanical Breakdown Insurance), and Debit Cancellation (Life, Unemployment, Disability) and promote, quote, and sell to penetration levels set forth by the Credit Union.
  • Assist members in identifying loan and deposit products and follow appropriate procedures to ensure accurate and timely completion.
  • Perform advanced problem resolution and account adjustments to meet member needs.
  • Promote, quote, and sell GAP (Guaranteed Asset Protection), MBI (Mechanical Breakdown Insurance), and Debt Cancellation (Life, Unemployment, Disability) during the loan application and funding process to penetration levels set forth by the Credit Union.
  • Perform duties as a Membership Officer as prescribed under Policy 1150 of the Credit Union Policy Manual.
  • Maintain current job knowledge of Credit Union policies, procedures, and services to provide exceptional member service.
  • Makes outbound calls to initiate and process new loan and deposit products from new and existing members.
  • Reviews credit reports to identify opportunities and cross-sell additional loan and ancillary products to meet member needs.
  • Assist in coaching and development of other branch employees to ensure a high level of member service.
  • Perform MSO 1, MSO 2, and MSO 3 – Operations Specialist duties as needed to support branch operations.
  • Perform duties as assigned by management and may be assigned to work at any branch to support Credit Union operations.
Requirements
  • High school diploma or equivalent.
  • Two years of progressive sales and cross-selling experience in a financial or retail environment.
  • Successful completion of core competencies certification within six months of hire.
  • Successful completion of Member Services Officer 2 certification within six months of hire.
  • Knowledge of consumer loans, including processing and funding.
  • Successful completion of Member Services Officer 3 certification within six months of hire.
  • Knowledge of Credit Union products and services.
  • Proficiency in MS Office (especially Word) highly desirable.
Affirmative Action/EEO Statement

CoastHills Federal Credit Union is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law.

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