Financial Services Representative

17 hours ago


La Jolla, United States BluPeak Credit Union Full time
Job Title: Floater Experience Representative

Job Summary:

We are seeking a highly skilled and experienced Floater Experience Representative to join our team at BluPeak Credit Union. As a key member of our retail delivery network, you will be responsible for providing exceptional member service and sales support across our Northern CA Branches in Berkeley and Davis.

Key Responsibilities:

  • Identify and acquire new consumer relationships, including deposit and loan portfolio growth.
  • Utilize a consultative approach to meet each member's perceived and unperceived financial needs.
  • Initiate and participate in relationship-building events, including proactive activities such as visiting members on-site and attending community events.
  • Perform a variety of file maintenance duties, including adding owners/signers, updating personal information, and adding additional products.
  • Cross-sell all products and services to meet member needs and achieve strategic objectives.
  • Maintain required knowledge of products, services, policies, and procedures, laws, and regulations.
  • Assist team members to ensure continuity of service and achievement of individual, team, and organizational business goals.
  • Protect member assets by identifying all members when transacting business and adhering to security 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.
  • Strong interpersonal skills, good phone and e-mail etiquette, a professional presentation, and a high degree of personal initiative.

Working Conditions:

This position will work in Berkeley and Davis, CA, and must be able to work during branch hours for both locations.

Compensation:

$24-27 Hourly Wage



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