Financial Service Representative I (Solana Beach)
About The Position
Financial Service Representative I builds meaningful relationships with members while delivering efficient, accurate, and exceptional service. The role promotes Credit Union products and services to existing and potential members and works with a dedicated team to support the organization’s mission and values. The position serves members, identifies financial needs, offers or refers appropriate products and services, and supports account and loan processes while following Credit Union policies, procedures, and regulatory requirements. It contributes to branch performance through collaboration, member outreach, and community and business development activities.
Requirements
- High school diploma or equivalent.
- One year of financial service industry experience, or two years of relevant finance-related experience, or six months of SDCCU member-facing work experience may be considered.
- Knowledge of relationship management skills and demonstrated ability to identify and offer or refer products and services to meet members’ financial needs.
- Strong listening, communication, time management, and organizational skills.
- Demonstrated ability to achieve assigned goals and performance expectations.
- Ability to work independently and effectively in a team environment.
- Professional appearance and demeanor.
Responsibilities
- Deliver an exceptional member experience through a positive, professional attitude and by resolving routine member questions.
- Use relationship management skills to understand members’ financial needs and provide valuable financial solutions.
- Identify and offer products and services or refer members to an appropriate representative or partner.
- Accurately record and track member interactions, referrals, and sales in accordance with policy and procedure.
- Stay current on policies, procedures, and new products or services.
- Prepare documentation for new accounts and loans in accordance with membership requirements and Credit Union policies and procedures.
- Ensure loan files are complete and accurate.
- Follow up and communicate with members about loan applications and processes.
- Maintain consistent follow-ups with new and existing members.
- Collaborate with branch staff to achieve assigned goals and contribute to overall branch performance.
- Participate in Credit Union campaigns, contests, member outreach efforts, and community or business development events.
- Follow regulatory and compliance requirements, including AML, BSA, OFAC, CTR, and MISP.
- Act as a Member Service Representative or Receptionist as directed by management.
- Work weekends and/or extended hours when required, including attending community or business development events.
- Perform other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
