CA-Member Relationship Specialist I
About The Position
Are you ready to make the most of your talents and abilities, while helping others make the most of their finances? Apply to join Team CEFCU! CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team! Through the use of system generated, and manually created lead lists, the Member Relationship Specialist I contacts both member(s) and non-members to solicit loan and deposit products over the phone, and in person. This individual is responsible for cross-selling additional products and services to develop new business and increase product penetration. If granted lending authority, works within set lending maximums to make prudent and responsible loan decisions. Informs members of loan decisions including any changes, restrictions, and conditions/stipulations. Serves member needs for loans and requires technical and analytical product and service knowledge in all loan/deposit products, with a heavy emphasis on consumer loans.
Requirements
- High school diploma or equivalent is required.
- Must register with the Nationwide Mortgage Licensing System and Registration (NMLS) to comply with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act).
- Knowledgeable of federal regulations B, E, CC, DD and Z.
- Knowledge of Department of Motor Vehicles regulations/rules as they pertain to Consumer Lending.
- Minimum 1 year of previous consumer lending experience.
Nice To Haves
- Applicable college courses and/or commensurate experience preferred
- Previous experience in Dealer Direct Lending/Direct Consumer Loans and Sales
Responsibilities
- contacts both member(s) and non-members to solicit loan and deposit products over the phone, and in person
- responsible for cross-selling additional products and services to develop new business and increase product penetration
- works within set lending maximums to make prudent and responsible loan decisions
- Informs members of loan decisions including any changes, restrictions, and conditions/stipulations
- Serves member needs for loans and requires technical and analytical product and service knowledge in all loan/deposit products, with a heavy emphasis on consumer loans
Benefits
- Financial Merit-based raises
- Health and Welfare Generous paid time off (Holiday, Personal or Sick Time, Vacation)
- Comprehensive Medical, Dental, and Vision coverage (PPO, HDHP, California - Kaiser Permanente HMO)
- Flexible Spending Plan (Medical Reimbursement Account and Dependent Care Reimbursement Account)
- Health Savings Account
- Voluntary Benefits (Accident Plan, Critical Illness Plan, Hospital Indemnity Plan)
- Life Insurance
- Accidental Death & Dismemberment Insurance
- Disability Benefits
- Defined Benefit Plan – Pension
- Defined Contribution Plan – 401K
- Additional Benefits Employee Assistance Program
- California Commuter Benefit Program
- Tuition reimbursement
- Career growth through internal job postings
- Management Development Program: formal mentoring and training
- Opportunities to help improve and build the CEFCU of tomorrow through process teams
- Opportunities to personally contribute to corporate financial literacy and community initiatives
- Casual days to support local charities
- Employee discounts on entertainment, cell phone plans, theme park tickets, and more
- On-site fitness center, fitness classes, and wellness program
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
