Financial Service Representative II

Southland Credit Union • Lynwood, CA

176d • Onsite

About The Position

Provide exceptional service at all times. Discuss account options, cross sell credit union products and services at each opportunity, and meet or exceed all sales & service scorecard goals. Open new accounts, certificates, IRAs, process and fund installment loans, and open end loans.

Requirements

• One year of similar or related experience in financial services, preferably in a credit union or banking environment. Experience in member service, loan processing, and/or financial sales required
• A high school diploma or GED.
• The ability to motivate or influence others is a material part of the job, requiring a significantlevel of diplomacy and trust. Obtaining cooperation (internally and/or externally) is animportant part of the job.
• Must be fulent in spanish.
• Exceptional sales skills.
• PC proficient, able to operate a computer keyboard and 10-key calculator.

Responsibilities

• Identifies cross sell opportunities and cross-sells all C.U. products and services, including account related products such as, but not limited to, credit life, credit disability, MBI,GAP, AD&D, etc. Perform necessary file maintenance to set up accounts and services.
• Assists members with opening and closing savings, checking, certificates, IRAs and other depository service accounts (limited cash handling). Perform necessary file maintenance toset up accounts and services.
• Assist members and potential members with loan requests, takes loan applications, process loan documents for in-person closing or shipment via mail, including preparation of loan recordsand data set up on computer system. Review any conditions required for loan approval withmember and obtain necessary documentation. Forward exceptions to a Loan Officer if automatic system approval is not received. Follow up on unclosed member loansthat cannot be completed at initial meeting. Assures that appropriate records are maintainedand required reports are prepared. Collect and forward taxes on all vehicle loans.
• Set up and input file maintenance for check orders, payroll deduction, automatic transfers and ACH origination.
• Monitors lobby activity to ensure prompt, professional service. Performs all duties within procedures, policies, and SCU's Universal Performance Standards. Performs other relatedduties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 51-100 employees