Accounts & Loans Specialist — Community Banking

Kids for the Future; Thousand Oaks (CA); On-site; USD 30,000 - 36,000; Part time

Benefits offered by this job

Paid Time Off

401k Employer Match

Life & LTD Insurance

Education Reimbursement

Membership and Rate Discounts

Job summary

VCCU in Thousand Oaks is seeking a part-time Teller/Member Services Associate to open new accounts, process loans, and support everyday banking needs in a community-focused credit union. Youll handle basic teller duties, cross-sell services, and assist members with empathy while using Symitar/Episys and MeridianLink.

High school diploma required; bilingual Spanish a plus. Competitive benefits include PTO, 401k match, life & LTD insurance, and education reimbursement; join a team dedicated to

Qualifications

• 2+ years of experience in a financial institution, focused on new accounts and loan processing.
• Sales experience in financial services, 6–12 months.
• Strong customer service mindset with empathetic communication.
• Ability to navigate multiple banking systems and processes.

Responsibilities

• Open new accounts and 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.
• 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 .
• 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
• Shifts include: 8AM – 5:30PM (M-W), 8AM – 6PM (Th-F), 8:30AM – 2:30PM (Sat)

Skills

Customer service

Sales experience

Empathy

Communication skills

Education

High school diploma

Tools

Symitar/Episys

MeridianLink

Job description

VCCU in Thousand Oaks is seeking a part-time Teller/Member Services Associate to open new accounts, process loans, and support everyday banking needs in a community-focused credit union. Youll handle basic teller duties, cross-sell services, and assist members with empathy while using Symitar/Episys and MeridianLink.

High school diploma required; bilingual Spanish a plus. Competitive benefits include PTO, 401k match, life & LTD insurance, and education reimbursement; join a team dedicated to