Member Services & Loans Specialist

Priority-One-Credit-Union; South Pasadena (CA); On-site; USD 52,000 - 78,000; Full time

Job summary

Priority-One-Credit-Union in South Pasadena, CA is seeking a Universal Banker to provide a wide range of member services, answer questions, and perform account maintenance. The role involves cross-selling products and assisting with loan applications while supporting branch operations and ensuring excellent service.

The ideal candidate has 1–3 years of Universal Banker experience, a high school diploma, and strong sales, interpersonal, and computer skills to effectively assist members and meet

Qualifications

• Thorough knowledge of member services and products.
• Experience as Universal Banker or similar (1–3 years).
• Cash handling experience required.
• Strong sales and interpersonal skills.
• Proficiency in Microsoft Office suite.

Responsibilities

• Assist members with services and account maintenance.
• Cross-sell credit union products and services.
• Process loan applications and refer home mortgage/home equity when appropriate.
• Handle cash drawer and assist with ATM balancing.
• Respond to member calls and provide prompt, courteous service.
• Maintain professional relationships with members and support branch operations.

Skills

Cash handling

Sales

Interpersonal skills

Communication

Math

Microsoft Office

Education

High school diploma or equivalent

Tools

Microsoft Office (Word, Excel, PowerPoint)

Job description

Priority-One-Credit-Union in South Pasadena, CA is seeking a Universal Banker to provide a wide range of member services, answer questions, and perform account maintenance. The role involves cross-selling products and assisting with loan applications while supporting branch operations and ensuring excellent service.

The ideal candidate has 1–3 years of Universal Banker experience, a high school diploma, and strong sales, interpersonal, and computer skills to effectively assist members and meet