Mobile Member Service Rep - Travel & Loans Expert

BCU; Santa Maria (CA); In loco; USD 40.000 - 52.000; Tempo pieno

Descrizione del lavoro

BCU is seeking a Rep, Mobile Member Service to travel across branches, delivering timely member service and cross-selling credit union products and services. The role requires interviewing members to assess financial needs, processing loan applications to close, and building lasting relationships while supporting referral and service goals.

Travel up to 90% is expected, and bilingual English/Spanish is preferred.

Competenze

• High School Diploma or equivalent.
• Minimum 2 years' experience in Financial Institution, cash handling, and/or retail sales is preferred.
• Excellent verbal and written communication skills.
• Must be detail oriented and possess excellent organizational skills.
• Ability to consistently represent one's self, and the credit union, in a positive and professional manner at branch and outside business development events.
• Ability to multi-task, and to work well under pressure.
• Ability to work well in a team environment.
• Ability to travel (approximately 90% travel will be required). Some out-of-state travel may be required.
• Operate independently with minimal direction.
• Intermediate knowledge of Windows PC skills and thorough knowledge of relevant BCU computer systems.
• Bilingual (English & Spanish)

Mansioni

• Proficient in processing loans from application to close with proven sales results.
• Interview members/prospective members to identify, solicit and fulfill their present and future financial and lending needs.
• Process loan applications, close loans with loan add-on products and service member loan requests.
• Conduct all member service transactions.
• Build and maintain favorable member relations/relationships.
• Comply with internal and external regulations, policies, and procedures.
• Responsible for the achievement of individual referrals and service goals.
• Successfully complete all required registrations or certifications as needed.
• Travelling across multiple branches.

Conoscenze

Verbal communication

Written communication

Bilingual (English/Spanish)

Customer service

Teamwork

Multitasking

Attention to detail

Travel readiness

Formazione

High School Diploma or equivalent

Strumenti

Windows PC

BCU systems

Descrizione del lavoro

BCU is seeking a Rep, Mobile Member Service to travel across branches, delivering timely member service and cross-selling credit union products and services. The role requires interviewing members to assess financial needs, processing loan applications to close, and building lasting relationships while supporting referral and service goals.

Travel up to 90% is expected, and bilingual English/Spanish is preferred.