Member Services & Lending Specialist

Priority One Credit Union; South Pasadena (CA); Presencial; USD 40.000 - 65.000; Tempo integral

Resumo da vaga

Priority One Credit Union is seeking a Universal Banker to deliver front-line member services and promote Credit Union products. You will assist with account maintenance, answer questions, and refer members to loan and mortgage specialists as needed.

The role requires 1–3 years of experience in a similar position, cash handling skills, and strong communication abilities. A professional approach and reliable time management are essential for success.

Qualificações

• High school diploma or equivalent.
• Thorough knowledge of member services and products provided.
• 1–3 years of experience as a Universal Banker or similar role.
• Cash handling experience required.
• Strong sales skills to cross-sell products and services.
• Excellent interpersonal and communication skills.
• Solid math and bookkeeping abilities.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint).

Responsabilidades

• Provide broad member services and answer questions about Credit Union products.
• Cross-sell credit union products and services.
• Assist and refer members with questions or problems and process inquiries.
• Handle cash drawer and basic ATM duties.
• Process consumer loan applications and assist with mortgage referrals.
• Ensure loans are documented and processed per policy.
• Maintain professional relationships with members and staff.

Conhecimentos

Cash handling

Sales skills

Interpersonal skills

Communication skills

Time management

Detail oriented

Formação

High school diploma

Ferramentas

Microsoft Office

10-key

Descrição da vaga

Priority One Credit Union is seeking a Universal Banker to deliver front-line member services and promote Credit Union products. You will assist with account maintenance, answer questions, and refer members to loan and mortgage specialists as needed.

The role requires 1–3 years of experience in a similar position, cash handling skills, and strong communication abilities. A professional approach and reliable time management are essential for success.