Bilingual Member Services Representative

SESLOC Credit Union • Santa Maria, CA

1d • $25 - $30 • Onsite

About The Position

At SESLOC, it is the people that make the place. Rooted in academics, and locally headquartered for over 80 years, we are the credit union with the funny name. But to us, financial dreams and goals are serious business. In this position you will perform a wide variety of financial and educational service functions in member service areas assisting in achieving assigned branch goals. Perform essential functional tasks key to the position and overall branch operations.

Requirements

• 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, communication, computer skills, and a passion for sales.
• Ability to exercise sound judgment in all situations and 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.
• Background checks include a bond check, a credit check, a criminal history check, reference checks.
• Signing an Arbitration Agreement is a condition of employment.

Nice To Haves

• Bilingual (English/Spanish) preferred.

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.

Benefits

• All job offers extended to final candidates at SESLOC Credit union are conditional pending the successful completion and acceptable results of background checks and signing an Arbitration Agreement as a condition of employment.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED