Member Services Representative

Company: SESLOC Federal Credit Union
Location: San Luis Obispo
Posted on: March 16, 2023

Job Description:

In this position you will perform a wide variety of financial and educational service functions in member service areas assisting in achieving assigned branch goals. Perform essential functional tasks key to the position and overall branch operations to include but is not limited to: Discuss consumer loan products, including HELOC loans; accept and input consumer loan applications.Provide general information about share application process and all credit union products and services. Complete all required steps in the account opening and closing process including actively trying to retain the account. Service member needs regarding share account, trust, U.T.M.A, club accounts, business accounts, share draft, deferred compensation, IRA, and share certificates.Assist members with loan payments, withdrawals via check, credit card cash advances, and transfers. Follow all daily work documentation procedures which include check proofing and balancing daily work.Respond promptly to members email and telephone requests and inquiries, ensuring the highest quality member service standards.Assign, follow up, and perform DocuSign requests. Assist member with remote access. Education/Experience: A High School Diploma or GED and six (6) months to two (2) years of opening new accounts or similar or related experience including time spent in preparatory positions. Position requires strong attention to detail, organization, communication, and computer skills. Ability to exercise sound judgment in all situations and foster sound relationships with others. Must be registered or qualify to register with the National Mortgage Licensing System & Register as a Mortgage Loan Originator (MLO) and maintain annual registration requirements.*In addition to our generous vacation accruals, branch staff will earn Bonus Vacation Hours in 2023. Earn an additional four hours of vacation for each full month of employment in 2023!EOE

Keywords: SESLOC Federal Credit Union, San Luis Obispo , Member Services Representative, Other , San Luis Obispo, California