Rep, Mobile Member Service

BCU • Santa Isabel, PR

13d • Hybrid

About The Position

Rep, Mobile Member Service Summary Travelling across multiple branches, all member service-related functions will be performed on a timely and accurate basis. To effectively cross-sell credit union products and services and understand the importance of providing mutually beneficial financial and lending solutions to all our members.

Requirements

• High School Diploma or equivalent.
• Excellent verbal and written communication skills.
• Must be detail oriented and possess excellent organizational skills.
• Ability to consistently represent one's self, and the credit union, in a positive and professional manner at branch and outside business development events.
• Ability to multi-task, and to work well under pressure.
• Ability to work well in a team environment.
• Ability to travel (approximately 90% travel will be required).
• Some out-of-state travel may be required.
• Operate independently with minimal direction.
• Intermediate knowledge of Windows PC skills and thorough knowledge of relevant BCU computer systems.

Nice To Haves

• Minimum 2 years' experience in Financial Institution, cash handling, and/or retail sales is preferred.
• Bilingual (English & Spanish)

Responsibilities

• Proficient in processing loans from application to close with proven sales results.
• Interview members/prospective members to identify, solicit and fulfill their present and future financial and lending needs.
• Process loan applications, close loans with loan add-on products and service member loan requests.
• Conduct all member service transactions.
• Build and maintain favorable member relations/relationships.
• Comply with internal and external regulations, policies, and procedures.
• Responsible for the achievement of individual referrals and service goals.
• Successfully complete all required registrations or certifications as needed
• Travelling across multiple branches.

What This Job Offers

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