Floater Service Rep: Branch Coverage & Financial Solutions

California Coast Credit Union; San Diego, Northern (CA, KY); Hybrid; USD 29,000 - 43,000; Full time

Benefits offered by this job

Mileage reimbursement

Job summary

California Coast Credit Union is seeking Floater Service Representatives to provide exceptional member service across multiple branches in San Diego County. You'll process transactions, balance cash drawers, and refer members to financial professionals as needed.

Roles I–III vary by responsibilities including loan processing and real estate loan handling. A high school diploma is desired, with increasing years of relevant experience for higher levels.

Qualifications

• A high school diploma or equivalent is desired.
• Floater Service Representative I: 1 year of previous sales, member service, and cash handling experience. Financial institution is preferred
• Floater Service Representative II: 2 years experience in a financial institution or related field plus proven performance in sales and service
• Floater Service Representative III: 3 years experience in a financial institution with proven performance in sales and service

Responsibilities

• Processes member transactions. Performs account file maintenance and handles member issues.
• Identifies cross-selling opportunities, referring members to Personal Financial Representatives.
• Maintains knowledge of all products and services, policies and procedures.
• Follows quality service standards to ensure exceptional service is provided.
• Ensures compliance with daily cash drawer balancing and limits.
• Identifies suspicious activity and reports to management to reduce risk.
• May serve as back-up to Personal Financial Assistant.
• Assists with branch balancing, opening/closing procedures, and other side jobs.
• Remain flexible to changing job responsibilities and locations.
• Process member transactions and/or new accounts or loans accurately and timely.

Skills

Excellent communication skills

Cash handling

Job description

California Coast Credit Union is seeking Floater Service Representatives to provide exceptional member service across multiple branches in San Diego County. You'll process transactions, balance cash drawers, and refer members to financial professionals as needed.

Roles I–III vary by responsibilities including loan processing and real estate loan handling. A high school diploma is desired, with increasing years of relevant experience for higher levels.