Floater Service Rep I,II,III

California Coast Credit • San Diego, CA

78d • $19 - $29

About The Position

This position is accountable for providing exceptional service with a focus on processing transactions, member requests and referring/cross selling financial products and services. Adheres to the credit union’s policies, procedures and quality service standards. The position has three levels: Floater Service Representative I, II, and III, each with increasing responsibilities and requirements.

Requirements

• A high school diploma or equivalent is desired.
• Floater Service Representative I: 1 year of previous sales, member service, and cash handling experience, preferably in a financial institution.
• Floater Service Representative II: 2 years experience in a financial institution or related field with proven successful performance in sales and service.
• Floater Service Representative III: 3 years experience in a financial institution (with 1 year as a Floater Service Representative III) or related field with proven successful performance in sales and service.
• Must maintain registration as Mortgage Loan Originator (MLO) in compliance with the SAFE Act.
• Excellent communication skills; sound judgment and attention to detail.
• Previous experience with Microsoft Windows applications is preferred.
• Ability to drive to different locations for branch or call center coverage.

Nice To Haves

• Ability to appear for work on time and follow directions from a supervisor.
• Ability to interact effectively with coworkers and accept constructive criticism.
• Occasional Saturday, Sunday and evening shifts may be required.

Responsibilities

• Processes member transactions and performs account file maintenance.
• Handles member issues and identifies cross-selling opportunities.
• Maintains knowledge of all products and services, policies and procedures.
• Follows quality service standards to ensure exceptional quality service is provided.
• Ensures compliance with daily cash drawer balancing and limits.
• Identifies questionable or suspicious transaction activity and reports it to management.
• Performs necessary steps to ensure BSA/AML compliance.
• May serve as back-up to Personal Financial Assistant.
• Assists with branch balancing, opening and closing procedures, scanning checks, night depository processing, ATM processes, certifications and other side jobs as assigned.
• Knowledgeable on all FSCC Policies and Procedures unique to a Service Center environment.
• Processes consumer loans and ensures loan processing/documents are accurate and complete.
• Actively manages loan queues to ensure approved loans are funded.
• Processes real estate loans.

Benefits

• Flexible working hours.
• Opportunities for professional development.
• Potential for performance bonuses.

What This Job Offers

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