Financial Services Representative

Sanfranciscofcu; San Francisco (CA); On-site; USD 40,000 - 55,000; Full time

Job summary

A credit union in San Francisco is looking for a member service representative to assist members with their financial needs. This role includes opening new accounts, processing loan applications, and providing quality service to members. The ideal candidate should have an Associate of Arts degree and at least one year of experience in a financial institution. Excellent communication skills and a thorough knowledge of credit union products are essential. Availability to work varying hours is required.

Qualifications

• Minimum of an Associate of Arts degree.
• One year of experience with a financial institution is preferred.

Responsibilities

• Assist members with their financial needs and promote credit union products.
• Open new accounts and accept loan applications.
• Provide quality service to members and employees.

Skills

Knowledge of credit union financial products

Prompt and professional service

Proficient in office equipment operation

Excellent verbal and written communication skills

Education

Associate of Arts degree

Job description

REPORTS TO: Branch Manager

PRIMARY FUNCTION

Assist members with their financial needs and promote/sell all credit union products and services. Duties include opening new accounts, accepting and processing loan applications and answering general membership inquiries.

DUTIES AND RESPONSIBILITIES

• Provide quality service to members and other employees
• Provide explanation for all types of new share and loan accounts.
• Cross-sell all credit union products and services.
• Establish or make changes for payroll deductions and/or direct deposits.
• Provide account balance information.
• Preform account maintenance, including name changes names, addresses, telephone numbers and add joint owners
• Mail out loan applications, rate sheets and other pertinent information.
• Open sub savings accounts and money market accounts.
• Accept and review consumer and auto loan applications for completeness.
• Process mail and answer phones.
• Perform other duties as assigned.

PREREQUISITES FOR POSITION

EDUCATION AND EXPERIENCE

Minimum of an Associate of Arts degree. One year previous experience with a financial institution in a consumer lending or new accounts position preferred.

SKILLS AND QUALIFICATIONS

A thorough knowledge of credit union financial products, services, policies and procedures. Ability to provide prompt and professional service. Proficient in the operation of office equipment, i.e., calculator, computer and typewriter. Must possess excellent verbal and written communication skills. Must be available to work overtime.

Depending on operational need, branch location will vary and work hours may be scheduled Monday through Saturday.