Sr Call Center Rep (MSO)

VENTURA COUNTY CREDIT UNION•Ventura, CA

3d•$25 - $30

About The Position

At VCCU, we are proud of the work we do to improve the financial well-being of our members and our community. If you seek meaningful work building stronger financial futures and aspire to create a positive difference in your community, we’d love to hear from you!

Requirements

3+ years of financial institution experience; combination of teller, new accounts, lending preferred.
Intermediate computer skills, including MS Office Suite, and other window applications.
Someone who is service driven and able to communicate solutions with empathy.

Nice To Haves

Credit Union platform experience.
Working knowledge of these systems – Symitar/Episys, MeridianLink, Synergy.
Fluency in Spanish, specifically in finance/banking terminology.
A dedication to service, working with organizations that seek to improve the lives of people in your community.

Responsibilities

Open new accounts and establish new memberships including Checking, Certificates, and Money Market Savings, Business Accounts, IRAs, Living Trusts, vesting changes and/or statements related to fraud, check orders (new and reorders), changes of addresses/phone numbers.
Process consumer and/or business loan applications - Interviews loan applicants, follows up on approved or pending loans, collects stipulations required for funding, prepares loan documents, and funds consumer loans.
Provides new MSRs with guidance, coaching and training to develop their skills.
Assists in auditing and reviewing daily new accounts, loans and business accounts.
Provides overrides to Tellers.
Performs teller functions, as needed. Including accepting negotiable items, scanning checks, buying and selling cash from and to CDMs/TCRs or other Branch Reps/Vault Teller, opening/closing procedures.
Engage in decision-making by researching internal procedures/policies and communicating with the credit union support departments as necessary to solve member issues.
Identify referral and cross-sell opportunities expanding the member relationship based on account history and needs, including reviewing promotional offers and marketing campaigns.
Supports business development by participating in activities (e.g., benefit fairs) with Select Employer Groups and community functions, as assigned.