Floater Service Rep II,III

California Coast Credit • San Diego, CA

81d • $22 - $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 service goals requiring a 4.00 rating or above on a 5 point scale and sales expectations to assist the assigned branch/department in meeting/exceeding their established monthly/annual sales goals. The cash drawer limit is $5,000.00.

Requirements

• A high school diploma or equivalent is desired.
• Floater Service Representative II: 2 years experience in a financial institution or other related field plus proven successful performance, to include sales and service.
• Floater Service Representative III: 3 years experience in a financial institution (with 1 of the years as a Floater Service Representative III) or other related field plus proven successful performance, to include sales and service.
• Must maintain registration as Mortgage Loan Originator (MLO) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (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 to provide branch or call center coverage.
• Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow policies and procedures, and accept constructive criticism.
• Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices.

Nice To Haves

• Experience in a customer service role.
• Knowledge of financial products and services.

Responsibilities

• Processes consumer loans.
• Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented.
• Actively manages loan queues to ensure approved loans are funded.
• Processes real estate loans.
• Remains flexible to changing job responsibilities and locations.
• Processes member transactions and/or new accounts or loans accurately and timely.
• Greets members with a friendly, outgoing and positive demeanor.
• Ensures sales and service goals are met.
• Refers members to appropriate staff for sales opportunities and/or cross sells credit union products and services.
• Adheres to cash, key and dual control policies and procedures.
• Adheres to security and robbery procedures.
• Complies with all other policies and procedures.

Benefits

• Flexible scheduling may be available.
• Opportunities for professional development.

What This Job Offers

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