Floater Banking Specialist | Teller & Member Advocacy

Wheelhouse Credit Union; San Diego (CA); Vor Ort; USD 40.000 - 55.000; Vollzeit

Zusammenfassung

Wheelhouse Credit Union is seeking a Universal Service Representative I Floater to assist in multiple branches across the California area. The role includes opening new accounts, processing loans, and performing teller and vault duties while maintaining strong member relationships.

You will act as a member advocate, handle account updates and fraud resolution, and stay current on BSA and CIP rules. This position requires flexibility to relocate within several locations as needed.

Qualifikationen

• High school diploma or equivalent plus 1+ years of related experience in a financial institution performing Teller, new account, and operations functions.
• Strong sales and service skills.
• Minimum of six months of experience in consumer lending preferred.
• Excellent oral, written, and interpersonal skills.
• Ability to address problems using procedures and resources within the organization.
• Proficiency with Microsoft Office products and core processing system.
• Eligible to become an individual endorsee under Wheelhouse Credit Union license in California; complete an individual application for insurance and affidavit of training and knowledge.
• Excellent collaborative skills and the ability to develop and maintain positive working relationships.
• Effective time management skills.
• Ability to work with minimal supervision while performing duties.
• Knowledge and understanding of the mission and vision of the Credit Union; maintain confidentiality and professional conduct.
• Support Business Development at onsite events and/or Marketing efforts within the community.

Aufgaben

• Open new accounts, process and fund consumer loans, and perform teller and vault transactions.
• Maintain member relationships and refer members to appropriate products and services.
• Serve as a member advocate handling account updates, revisions, and fraud resolutions.
• Stay current on laws and regulations including BSA and CIP programs and processes.

Jobbeschreibung

Wheelhouse Credit Union is seeking a Universal Service Representative I Floater to assist in multiple branches across the California area. The role includes opening new accounts, processing loans, and performing teller and vault duties while maintaining strong member relationships.

You will act as a member advocate, handle account updates and fraud resolution, and stay current on BSA and CIP rules. This position requires flexibility to relocate within several locations as needed.