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Customer Service Representative

2 months ago

Lompoc, California, United States COASTHILLS FEDERAL CREDIT UNION Full time
Job Summary

The Customer Service Representative is responsible for performing a wide range of banking transactions, assisting Credit Union members with their banking needs, and effectively cross-selling products and services. This role requires a strong understanding of branch operational activities and basic lending practices.

Key Responsibilities

Opens new memberships and share accounts, and closes all accounts
Provides services to members by performing basic banking transactions such as deposits, withdrawals, transfers, and loan payments
Prepares and processes transaction requests by telephone and mail
Approves transactions within authorized limits
Actively explains and promotes Credit Union services and products

Requirements

Minimum one year of customer service and/or cash handling experience in a retail or banking environment
Successful completion of core competencies certification within six months of employment
Ability to operate a variety of office equipment and machines

Equal Opportunity Employer

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.