UNIFY Financial Credit Union · 2 weeks ago
Member Financial Specialist
Camarillo, CA
Full-time
Onsite
New Grad, Entry Level
$25/hr - $25/hr
0+ years expUNIFY Financial Credit Union is one of the nation’s largest credit unions, focused on providing superior service to its members. The Member Financial Specialist will assist members with their financial needs, resolve issues, and promote credit union products through proactive communication and relationship building.
BankingBitcoinCrowdfundingFinanceFinancial Services
Responsibilities
Listen to understand members’ needs
Resolve member issues regarding their existing financial products (checking, savings, credit cards, loans, etc.)
Provide solutions based on training and available resources
Build upon concepts and become a trusted expert
Have passion to help and compassion to understand
Work in various platforms within the branch
Responds to new and existing member inquiries, facilitates opening of accounts and recommends related Credit Union products and services based on a financial needs analysis
Manage assigned member base and proactively uncover additional financial needs through referrals and outbound tele-consulting
Proactively seeks, develops and maintains new business through outbound calling, internal referrals, interviews with new and existing members, and service calls to prospective employer groups; resulting in membership growth, shares, consumer loans
Performs functions related to Consumer loans, including accepting loan applications, application processing and funding, while following lending policies, procedures and guidelines
Performs functions related to Real Estate loans, including accepting loan applications, application processing and funding, while following real estate lending policies, procedures and guidelines
Records daily quality conversations with members and creates new member profiles. Inputs new membership accounts accurately and efficiently using established Credit Union policies and procedures. Maintains profiles to meet members’ future needs by conducting financial needs analysis
Implements, supports, and monitors product campaigns at branches. Ensures Branch goals are met, anticipates obstacles, and strong strategy methods to optimize results
Assists in the development of best practices and sales strategies by participating in training calls, conference calls, and other in branch meetings. Communicates this information and educates team members to promote group learning and maximize sales
Develops and maintains relationships with our Investment, Insurance, and Mortgage business partners to maximize referral opportunities and achieve sales and service standards
May conduct informal sales presentations to new and existing Select Employer Groups and Co-op groups to generate business
Processes member transactions e.g. receiving and disbursing funds, posting deposits, loan payments, withdrawals, cash advances, and processing mail transactions efficiently and accurately
Assists members with complex issues, initiating research, working with others to resolve and keeping the member informed
Balances cash drawer, negotiable instruments, and daily work at the end of each workday, including encoding and proofing checks for item processing, according to Credit Union balancing requirements
Participates in the opening and closing of the branch and may oversee operations in the absence of the manager
Is an advocate and subject matter expert on digital banking options for members
Becomes a Notary Public to service member needs
Performs other duties, as assigned
Qualification
Required
High school diploma or equivalent
Minimum of six months customer service or sales experience, preferably within a financial institution
Effective verbal and written communication skills
Sales skills
Proficiency in Microsoft Word, Excel and Outlook applications
Lending certification or the willingness and aptitude to gain certification within three months of hire
Notary Certification or the willingness and aptitude to gain certification within three months of hire
Knowledge of features and benefits of Credit Union products and services
Knowledge of sales training programs and ability to execute on these
Strong communication skills (written and orally)
Strong customer/member service skills
Ability to analyze member's financial needs
Work under intensive and competing deadlines
Benefits
Health benefits
PTO
Tuition reimbursement
401K
Health and wellness incentives
Medical, Prescription, Dental, Vision, Life, and Short- and Long-Term Disability Insurance
Dependent and Medical Care - Flexible Spending Accounts
401(K) Plan with employer match
Education reimbursement for approved programs
Banking privileges for you and your family
Company
UNIFY Financial Credit Union
UNIFY Financial Credit Union is a banking firm offering community banking and asset management services.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2025-11-01Acquired
Leadership Team
K
Kendice Briggs
Executive Vice President, Chief Administration Officer
Recent News
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