KeyPoint Credit Union · 9 hours ago
Financial Service Representative II
San Jose, CA
Full-time
Onsite
Entry, Mid Level
2+ years expKeyPoint Credit Union is seeking a Financial Service Representative II to support growth and retention by acquiring new relationships and delivering high-quality service. The role involves assisting members with transactions, loans, and accounts while maintaining compliance and contributing to team goals.
BankingFinancial ServicesInsurance
Hiring Manager
Marcos Rocha (He/Him/His)
Responsibilities
Achieves minimum Sales goals as established by the management
Assess member loan needs from start to finish starting with loan type, ancillary product review and submission of application. Finishing with the closing and follow up as needed with consumer and auto loans
Build member relationships through selling and referring credit union products and services to meet members’ financial needs (includes but not limited to, all deposit products, loan products, retirement products, and investment products/services)- through face-to-face, calling efforts and participating in business and community development events
Maintains knowledge of all Key Point Credit Union products, services, procedures and compliance regulations while staying informed of all policy and procedural changes
Participate in obtaining individual and team sales and referral goals monthly, quarterly and annually
Adhere to established policies and procedures set forth in controlling cash funds assigned to the position in a cash drawer and/or cash vault
Maintains members’ confidentiality at all times
Performs teller transactions as requested by members
Balance cash drawer and perform all end of the day functions as well as reconciliation
Individual in this position may be pulled to work in other branch as business needs require
Qualification
Required
High School Diploma or equivalent
2 years experience in related disciplines, including exposure to members/customer services cash handling, procedures, loans, primarily residential, business services, Fiduciary Account Administration and operations, in a credit union or other financial institution
Must be capable of working established hours required by the branch
Strong organization, verbal communications skills, quality service and team orientation required
Basic PC skills are desired
Must be a NMLS (Nationwide Mortgage Licensing System) certified or ability to obtain NMLS certification
Preferred
Spanish speaking preferred
Company
KeyPoint Credit Union
KeyPoint Credit Union offers personal and business loans and banking services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Brad Canfield
President / CEO
John Caladim
Chief Financial Officer
Recent News
2024-10-24
Company data provided by crunchbase