Senior Member Service Representative
1 day ago
We are seeking a highly skilled and experienced Senior Member Service Representative to join our team at Wheelhouse Credit Union. As a key member of our team, you will be responsible for providing exceptional service to our members, handling all savings functions, interviewing loan applicants, and disbursing loans in a friendly and professional manner.
Key Responsibilities- Open new membership accounts, promote and cross-sell Credit Union products and services, and respond to requests for information pertaining to membership, products/services and loans.
- Interview loan applicants, providing information on current policies and procedures, and verifying that loan applications are completed accurately.
- Disburse loans as authorized and approved by underwriting and/or Credit Committee.
- Discuss options available to members for real estate inquiries, take applications through our mortgage LOS, and act as liaison for members to ensure smooth transactions for all phases of the loan process up to funding.
- Maintain accurate dual control logs of applicable negotiable items sold to members.
- Accept deposits, withdrawals, transfers, and loan payments.
- Handle requests to increase scheduled loan payments.
- Complete and maintain monthly sales logs and reports.
- Meet outlined goals and objectives established for cross-sell on new memberships and loan funding, adhere to outlined error ratios on funded loans and memberships.
- Meet and maintain established ancillary goals, including CBSI, GAP, MRC, and Debt Protection.
- Ensure compliance with all processes pertaining to BSA, CIP, lending, and REG E programs.
- High school diploma or equivalent.
- Minimum of two years' experience in a financial institution with a minimum of one year of new accounts experience.
- Minimum of one year of experience in consumer lending.
- Preferred knowledge of mortgage lending practices and policies.
- Registration with the Nationwide Mortgage Licensing System and Registry (NMLS) is required, and a background check will be conducted. Registration with the NMLS must be maintained on an annual basis.
- Must be eligible to become an individual endorsee under the business entity license of Wheelhouse Credit Union held with the California Department of Insurance. An individual application for insurance and an affidavit of training and knowledge must be completed.
- Professional written and verbal communication skills, including excellent grammar and telephone etiquette.
- Ability to handle people and/or situations with tact, diplomacy, and professionalism.
- Proficiency with Microsoft Office products, 10-key adding machine, and online computer core processing system.
- Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
- Knowledge and understanding of the mission and vision of the Credit Union. Strict adherence to the Credit Union's policy of confidentiality, security, professional conduct, and dress is required.
- Support of Business Development at onsite events and/or Marketing efforts within the community.
Salary Range: $23.41 - $25.12/hour
Job descriptions are not intended to be and should not be construed to be a complete list of all duties and responsibilities performed by incumbents, nor do they constitute an employment contract. Duties, responsibilities, and expectations may be added, deleted, or changed at any time at management's discretion. Further, job descriptions do not represent a complete list of all the performance expectations and characteristics of individuals required to perform a job adequately.
-
Senior Member Service Representative
3 weeks ago
El Cajon, California, United States Wheelhouse Credit Union Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Member Service Representative to join our team at Wheelhouse Credit Union. As a key member of our team, you will be responsible for providing exceptional service to our members, handling savings functions, interviewing loan applicants, and disbursing loans in a friendly and professional...
-
Member Service Representative
2 weeks ago
El Cajon, California, United States Ultimate Staffing Full timeUltimate Staffing Job OpportunityWe are seeking a highly motivated and customer-focused Member Service Representative to join our team at Ultimate Staffing. As a Member Service Representative, you will be the primary point of contact for new and existing members, providing exceptional service and support to ensure their needs are met.Key...
-
Insurance Service Representative
2 weeks ago
El Cajon, California, United States AAA Full timeInsurance Service RepresentativeAs an Insurance Service Representative at AAA, you will play a vital role in providing exceptional member service and administrative support to our Insurance Agents in the Branch Office.Key Responsibilities:Verify new business applications and process insurance and membership paymentsUpdate electronic member information and...
-
Insurance Service Representative
1 month ago
El Cajon, California, United States AAA Full timeInsurance Service Representative Job Description **About the Role** As an Insurance Service Representative at AAA, you will provide administrative support and member service support for the Insurance Agents in the Branch Office. Your key responsibilities will include verifying new business applications, processing insurance and membership payments, and...
-
Customer Service Representative
4 weeks ago
El Cajon, California, United States Daikin Full timeCustomer Service Representative at DaikinWe are seeking a skilled Customer Service Representative to join our team at Daikin. As a key member of our customer-facing team, you will be responsible for providing exceptional service to our internal and external customers.Key Responsibilities:Respond to customer inquiries via phone, email, or instant...
-
Customer Service Representative
23 hours ago
El Cajon, California, United States Domino's Pizza LLC Full timeAbout the JobWe're on the hunt for a talented Customer Service Representative to join our dynamic team at Domino's Pizza LLC. As a key member of our crew, you'll be responsible for delivering exceptional customer experiences, ensuring our customers receive their orders with a smile. If you're passionate about providing top-notch service and have a knack for...
-
Customer Service Representative
7 days ago
El Cajon, California, United States Wingstop Restaurants Full timeDeliver World Class Service at WingstopWe are seeking a skilled Guest Service Team Member to join our team at Wingstop. As a key member of our restaurant staff, you will be responsible for delivering exceptional customer experiences by:Greeting guests and providing a warm welcomeAnswering phone calls and taking ordersDelivering orders and ensuring guest...
-
Customer Service Representative
2 months ago
El Cajon, California, United States Kroger Full timeCustomer Service Representative Position at KrogerAs a Customer Service Representative at Kroger, you will play a vital role in creating a positive shopping experience for our customers. Your exceptional customer service skills and ability to work in a fast-paced environment will make you an asset to our team.Key Responsibilities:Bagging and Checkout: Ensure...
-
Maintenance Assistant
1 day ago
El Cajon, California, United States Senior Resource Group Full timeJob SummaryWe are seeking a skilled Maintenance Assistant to join our team at Senior Resource Group. As a key member of our maintenance team, you will be responsible for ensuring the smooth operation of our properties and providing exceptional service to our residents.Key ResponsibilitiesPerform routine maintenance tasks, including repairs, replacements, and...
-
Customer Service Representative
3 weeks ago
El Cajon, California, United States Sycuan Full timeJob Title: Call Center RepresentativeJob Summary:We are seeking a highly skilled and customer-focused Call Center Representative to join our team at Sycuan. As a Call Center Representative, you will be responsible for providing exceptional guest service to internal and external guests, responding to and directing incoming calls, and ensuring a seamless...
-
Customer Service Representative
4 weeks ago
El Cajon, California, United States Sycuan Full timeJob Title: Call Center RepresentativeJob Summary:We are seeking a highly skilled and customer-focused Call Center Representative to join our team at Sycuan. As a key member of our customer service team, you will be responsible for providing exceptional service to our guests, responding to their inquiries, and resolving any issues that may arise.Key...
-
Insurance Service Representative
1 month ago
El Cajon, California, United States AAA Full timeAbout the Role:As an Insurance Service Representative at AAA, you will play a vital role in providing exceptional customer service and administrative support to our Insurance Agents in the Branch Office.Key Responsibilities:Provide administrative support to Insurance Agents, ensuring seamless operations and efficient service delivery.Verify new business...
-
Customer Service Representative
1 month ago
El Cajon, California, United States Answer California Full time{"title": "Customer Service Representative", "content": "Job SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Answer California. As a key member of our call center team, you will be responsible for providing exceptional customer service to our clients' customers, handling calls with...
-
Customer Service Representative
1 month ago
El Cajon, California, United States Answer California Full timeCustomer Service Representative Job Description **About the Role** We are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Answer California. As a key member of our call center team, you will be responsible for providing exceptional support to our clients' customers through phone calls, ensuring a positive...
-
Cashier - Food Service Team Member
2 weeks ago
El Cajon, California, United States Provider Contract Food Service Full timeJob Summary:We are seeking a highly motivated and detail-oriented Cashier to join our Food Service Team at Provider Contract Food Service. As a Cashier, you will be responsible for providing excellent customer service, operating a cash register, and maintaining a clean and organized workspace.Key Responsibilities:Customer Service: Greet customers, respond to...
-
Cashier - Food Service Team Member
1 month ago
El Cajon, California, United States Provider Contract Food Service Full time{"title": "Cashier Position", "description": "At Provider Contract Food Service, we are seeking a skilled Cashier to join our Food Service Team. As a Cashier, you will be responsible for providing exceptional customer service, processing transactions, and maintaining a clean and organized workspace.Key Responsibilities:Process customer transactions...
-
Customer Service Representative
2 weeks ago
El Cajon, California, United States Geary Pacific Full timeJob SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service, generating sales orders and quotes, and product merchandising.Key Responsibilities:Respond to inbound and outbound calls in a...
-
El Cajon, California, United States DAIKIN COMFORT TECHNOLOGIES DIST INC Full timeJob Title: Customer Service Representative/Inside Sales RepresentativeJob Summary:We are seeking a highly motivated and customer-focused Customer Service Representative/Inside Sales Representative to join our team at DAIKIN COMFORT TECHNOLOGIES DIST INC. As a key member of our sales team, you will be responsible for providing exceptional customer service,...
-
Customer Service Representative
3 days ago
El Cajon, California, United States Geary Pacific Full timeJob SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service and support to our customers, ensuring their needs are met and exceeded.Key ResponsibilitiesRespond to inbound and outbound calls...
-
Customer Service Representative
1 week ago
El Cajon, California, United States Geary Pacific Full timeJob SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service and support to our customers, ensuring their needs are met and exceeded.Key ResponsibilitiesRespond to inbound and outbound calls...
