SESLOC Credit Union · 1 month ago
Member Services Representative
Atascadero,CA,US
Full-time
Onsite
Entry Level
$25.34/hr - $31.06/hr
1+ years expSESLOC Credit Union is a well-established financial institution dedicated to helping its members achieve their financial dreams. The Member Services Representative will perform a variety of financial and educational service functions, assist members with loan applications, and provide information about credit union products and services.
Financial Services
Responsibilities
Originate loan applications and review loan files to verify application is complete
Maintain all contact with members for consumer loans to ensure loan process steps are completed
Provide general information about share application process and all credit union products and services. Complete all required steps in the account opening and closing process including actively trying to retain the account. Service member needs regarding share account, trust, U.T.M.A, club accounts, business accounts, share draft, deferred compensation, IRA, and share certificates
Establish, convert, or assist with complex special accounts and transactions
Educate and promote credit union ancillary products
Assist members with loan payments, withdrawals via check, credit card and cash advances, and transfers. Follow all daily work documentation procedures which include check proofing and balancing daily work. Perform member account maintenance as required
Support members with fraud disputes and compromised memberships
Respond promptly to members email, telephone requests and inquiries, ensuring the highest quality member service standards
Assist members with remote access
Support branch management with monthly and quarterly audits as needed
Qualification
Required
A High School Diploma or GED
One to three years similar or related experience including time spent in preparatory positions
Strong attention to detail
Organization skills
Communication skills
Computer skills
Passion for sales
Ability to exercise sound judgment in all situations
Ability to foster sound relationships with others
Must be registered or qualify to register with the National Mortgage Licensing System & Register as a Mortgage Loan Originator (MLO) and maintain annual registration requirements
Company
SESLOC Credit Union
Founded in 1942, SESLOC is a not-for-profit financial institution providing personal and business banking, commercial lending and investment services in central and coastal California.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase