Member Loan SpecialistCredit Union West • Glendale, AZ, US
Member Loan Specialist
Credit Union West • Glendale, AZ, US
Hace 1 día
Tipo de contrato
- A tiempo completo
Descripción del trabajoSales and Service – Consistently demonstrates behaviors that reflect the mission, core values and service standards of the Credit Union. Meets or exceeds sales and production objectives by handling member requests, identifying needs and making recommendations. Responsible for application processing, funding of consumer loans including personal, credit cards, auto, and home equity, as well as submitting qualified department referrals. Solicits a variety of peace-of-mind ancillary products associated with loans. Accurately completes loan and title documents. Participates in outbound calling campaigns as needed. New Account and Member Maintenance – Opens, maintains, and closes a wide variety of membership accounts such as : savings, checking, certificate, and retirement accounts. Opens specialty accounts such as Business, Trust and Estate. Provides members and team members with proactive and timely follow up. Assists members with a wide range of services such as online banking, direct deposit, automatic transfers, and account maintenance. Assists members through digital channels such as phone, and email, ensuring professional communication through all channels. Encourages adoption of digital services. Completes teller transactions as needed. Resource and Branch Support – Provides subject matter expert resources to branch team and acts as a lead in the absence of a manager to de-escalate member concerns. Uses good judgment to provide overrides within permission authority. Ensures compliance and security protocols are adhered to and keeps manager apprised of concerns. Demonstrates knowledge retention of policy and procedures. Completes auditing, cash ordering and vault related responsibilities as assigned. Completes teller transactions as needed. Performs other duties as assigned. Live the mission, vision, and core values of the credit union. Able to communicate effectively and tactfully with employees and members both orally and in writing. Demonstrate critical thinking and being self-reliant to better analyze and solve problems. Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees. Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom). Thorough knowledge and understanding of organization’s Employee Handbook and policies. Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.
Job Description
Job Description
Credit Union West has been named a ‘Top Company to Work for in Arizona’ for the 12th year in a row (2013-2024)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction.
Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following :
- Full-time employees receive 100% paid health, dental & vision insurance
- Earn incentives up to 15%, depending on position
- 401K plan with employer matching funds up to 5%
- Profit Sharing
- Tuition reimbursement
- Gym membership reimbursement
- Paid time off for holidays, vacation, and sick days
- Credit Union West membership and discounts
Be part of our award-winning team!
POSITION SUMMARY
Enhances the quality of life for our members by embracing the organization’s mission and core values. This frontline, member-facing position will provide an industry leading member service experience. Provides consultative conversations and sound financial advice for our members through the development and expansion of new and existing relationships. This universal sales position supports opening of consumer and business new accounts, account maintenance and consumer personal and home equity loan applications and funding. All duties will primarily be performed at the individuals home branch. However, they must also be prepared to provide onsite support to other branch locations as needed.
ESSENTIAL FUNCTIONS & RESPONSIBILITIES
QUALIFICATIONS & REQUIREMENTS
EDUCATION : A high school diploma or G.E.D.
EXPERIENCE : A minimum of 3-5 years of lending experience in a financial institution required. Ability to work shifts between the hours of Monday – Saturday 8am to 6pm. NMLS required. Bilingual preferred.
SKILLS & COMPETENCIES
Crear una alerta de empleo para esta búsqueda
Loan Specialist • Glendale, AZ, US
Ofertas relacionadas
A company is looking for a Member Experience Specialist to enhance member engagement and support.Key Responsibilities Make outbound calls to welcome new members and provide information about Heal...Mostrar más
POSITION : Leasing Team Member (Full-time, Non-Exempt) COMPENSATION : Hourly Rate, plus Bonus Eligibility SUMMARY.The Leasing Team Member will reward your people skills, sales experience, high energy...Mostrar más
Location : W Yuma Rd, Buckeye, AZ 85326, USA.Essential Duties and Responsibilities : .Greets customers as they enter the location.
Maintains awareness of services provided by Quick Quack Car Wash.Expla...Mostrar más
Ensures area of responsibility is maintained in accordance with Company policies and procedures by properly handling returns, zoning the area, arranging and organizing merchandise, and identifying ...Mostrar más
The Member Engagement Associate I will answer and resolve member inquiries regarding account maintenance and general banking matters, via phone call.
They will ensure world class service is delivere...Mostrar más
Oportun is currently seeking qualified candidates with customer service, cashier, sales, or hospitality experience to work Full-Time.
At Oportun, we consider our customers to be our members, and the...Mostrar más
The Team Member is responsible for interacting with customers and team members, supporting selling initiatives and performing assigned tasks, while delivering a Legendary Customer Experience.Do you...Mostrar más Assists management with the supervision of associates in assigned area of responsibility by assigning duties to associates.
communicating goals and feedback; training associates on processes and pr...Mostrar más 
We’re Innovative Promotions , your premier sales and marketing company, representing AT&T, one of the most household-recognized names in telecommunications!.
Our team with Innovative Promo...Mostrar más The MEC Member Loyalty Advocate is part of a dedicated phone team responsible for inbound and outbound calls, employing a balanced strategy of reactive and proactive member retention efforts.They a...Mostrar más 
Next Door Lending is a local mortgage broker servicing 33 states.We are committed to providing excellent customer service and are licensed under NMLS # 1880338.
We have access to 40+ lenders across ...Mostrar más
Why USAA? You can get further details about the nature of this opening, and what is expected from applicants, by reading the below.
At USAA, our mission is to empower our members to achieve financia...Mostrar más
Great American Media is home to the.Great American Family, Great American Faith & Living, and Great American Pure Flix.We are committed to providing an uncompromised, uplifting environment that...Mostrar más A company is looking for a Loan Advisor to assist customers in achieving their homeownership goals through personalized guidance and tailored mortgage solutions.
Key Responsibilities of the Loan Adv...Mostrar más 
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Responsible Growth is how we run our company and how we deliver for o...Mostrar más
As a BODY20 Sales Associate, you will be part of a dynamic team that positively affects the lives of studio members and staff on a daily basis! You will be an integral part of the success of a fast...Mostrar más A company is looking for a Member Onboarding Specialist who will ensure a seamless transition for members using their platform.
Key Responsibilities Create a positive first impression by gathering...Mostrar más 
Deliver friendly customer service, help customers shop our store, and find what they're looking for.Ensure all customers receive a fast and friendly checkout experience.
Complete truck unloading and...Mostrar más
Why USAA? You can get further details about the nature of this opening, and what is expected from applicants, by reading the below.
At USAA, our mission is to empower our members to achieve financia...Mostrar más
As a Body20 Sales Associate, you will be part of a dynamic team that positively affects the lives of studio members and staff on a daily basis! You will be an integral part of the success of a fast...Mostrar más
Member Experience Specialist
VirtualVocations • Glendale, Arizona, United States
A tiempo completo
Última actualización: hace más de 30 días • Oferta promocionada
Leasing Team Member
Cardinal Group Companies • Tempe, AZ, US
A tiempo completo
Última actualización: hace más de 30 días • Oferta promocionada
Team Member
Quick Quack Car Wash • Buckeye, AZ, US
A tiempo parcial
Última actualización: hace más de 30 días • Oferta promocionada
(USA) Member Specialist
Walmart • Glendale, AZ, US
A tiempo completo +1
Última actualización: hace más de 30 días • Oferta promocionada
Member Engagement Associate
Desert Financial Credit Union • Phoenix, AZ, US
A tiempo completo
Última actualización: hace más de 30 días • Oferta promocionada
Member Loyalty Representative
Oportun • Phoenix, AZ, US
A tiempo completo
Última actualización: hace 4 días • Oferta promocionada
Team Member
Tractor Supply • Phoenix, AZ, US
A tiempo completo
Última actualización: hace más de 30 días • Oferta promocionada
Member Team Lead
Walmart • Avondale, AZ, US
A tiempo completo +1
Última actualización: hace 18 horas • Oferta promocionada • Nueva oferta
Outside Sales Team Member
IP Incorporated • Phoenix, AZ, US
A tiempo completo
Quick Apply
Última actualización: hace más de 30 días
Member Loyalty Advocate
Desert Financial Credit Union • Phoenix, AZ, US
A tiempo completo
Última actualización: hace más de 30 días • Oferta promocionada
Mortgage Loan Originator
Next Door Lending • Scottsdale, Arizona, United States, 85250
A tiempo completo
Última actualización: hace más de 30 días
Member Support Specialist (PHOENIX)
USAA • Phoenix, Arizona, United States
Indefinido
Última actualización: hace 1 día • Oferta promocionada
Member Services Representative
Great American Media • Scottsdale, AZ, US
A tiempo completo
Última actualización: hace 2 días • Oferta promocionada
New Jersey Licensed Loan Advisor
VirtualVocations • Glendale, Arizona, United States
A tiempo completo
Última actualización: hace 14 horas • Oferta promocionada • Nueva oferta
Credit Solutions Advisor Bell Road
Bank of America • Surprise, AZ, US
A tiempo completo
Última actualización: hace más de 30 días • Oferta promocionada
Sales Associate and Member Experience Specialist
BODY20 • Scottsdale, AZ, US
A tiempo completo
Última actualización: hace más de 30 días • Oferta promocionada
Member Onboarding Specialist
VirtualVocations • Scottsdale, Arizona, United States
A tiempo completo
Última actualización: hace más de 30 días • Oferta promocionada
PT Seasonal Team Member
Michaels • Phoenix, AZ, US
A tiempo completo +1
Última actualización: hace más de 30 días • Oferta promocionada
Member Support Specialist (PHOENIX)
Usaa • Phoenix, Arizona, United States
Indefinido
Última actualización: hace 12 días • Oferta promocionada
Sales Associate and Member Experience Specialist
BODY20 North Scottsdale • Scottsdale, AZ, US
A tiempo completo
Última actualización: hace más de 30 días • Oferta promocionada