Member-Focused Universal Banker

Together Credit Union; Los Angeles (CA); On-site; USD 28,000 - 30,000; Full time

Job summary

The Personal Service Counselor role at Together Credit Union delivers a personal service experience through advocacy, financial guidance and trusted relationships designed to empower members to achieve their best life. This on-site position is based in Van Nuys, CA and reports to the Branch Manager and Assistant Branch Manager.

Responsibilities include engaging with members to identify financial needs, processing transactions accurately, promoting credit union products, maintaining cash drawer

Qualifications

• High school diploma
• Minimum of 2 years of related professional experience
• Federal registration with the Nationwide Mortgage Licensing System and Registry and Notary Public Certifications (may be obtained after hire through training)

Responsibilities

• Engages with members to build relationships, identify financial needs and opportunities, and refer appropriate products and services that are in the best interest of the member.
• Performs financial (or cash and monetary instrument) transactions and initiates and completes all assigned phases of savings and lending in an efficient and accurate manner, provides supporting documents and proper documentation in member files, as defined by regulatory requirements and savings and lending policies and procedures and the S.A.F.E. Act.
• Maintains responsibility for daily balance of cash drawer.
• Works universally and collaboratively to achieve overall branch objectives.
• Proactively follows up on existing and potential membership appointments and loan leads and promotes the Credit Union to grow the business through outbound calls, community outreach, and networking.
• Researches, troubleshoots, and resolves member inquiries and concerns.
• Maintains current knowledge of Credit Union products and services, procedures, policies, and promotions and integrates them into daily activities and member conversations.
• Protects the Credit Union, all its assets and maintains member privacy by complying with safety, security, and legal and regulatory requirements.

Job description

The Personal Service Counselor role at Together Credit Union delivers a personal service experience through advocacy, financial guidance and trusted relationships designed to empower members to achieve their best life. This on-site position is based in Van Nuys, CA and reports to the Branch Manager and Assistant Branch Manager.

Responsibilities include engaging with members to identify financial needs, processing transactions accurately, promoting credit union products, maintaining cash drawer