Branch Service RepresentativeFirst City Credit Union • West Covina, CA, US
Branch Service Representative
First City Credit Union • West Covina, CA, US
15 days ago
Job type
- Full-time
Job descriptionMinimum two years experience of financial institution experience Excellent written and verbal communication, customer service and sales skills Personal computer proficiency with Microsoft Word and Excel Excellent critical thinking skills Full-Time position; must be available to work Monday-Saturday as schedule will vary based on the needs of the branch. Health, dental, and vision plans 401(k) plan Life insurance Paid Time Off (PTO) Plan Paid holidays Educational Reimbursement
Job Description
Job Description
The Branch Service Representative will assume, but not be limited to, the following responsibilities :
- Responds to members requests for information on various products and services, answers questions, conducts basic research on members accounts and / or refers members to appropriate individual for solution.
- Receives members at assigned teller station, determines nature of members business, and processes accurate transactions, such as deposits, withdrawals, payments and transfers.
- Processes Visa cash advances and loan payments, and updates member address information.
- Opens various credit union accounts, including IRAs, trusts, term certificates, shares and share draft accounts.
- Interviews loan applicants, advise members regarding consumer loan options, prepares documents and loan records, and makes sound recommendations to loan officers.
- Discloses and funds approved loans. In the event a loan is denied, explains reason for loan decision.
- Determines members financial needs and provides products and service information to meet those needs.
The successful candidate will possess the following education, knowledge and skillsets :
We provide competitive compensation and benefits package that includes :
EOE
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Service Representative • West Covina, CA, US