Multi-Location Banking Floater & Member Advocate

Wheelhouse Credit Union; San Diego (CA); In loco; USD 42.000 - 50.000; Tempo pieno

Descrizione del lavoro

Wheelhouse Credit Union is seeking a Universal Service Representative I Floater to support multiple branches. The role includes opening new accounts, processing teller and loan transactions, and serving as a member advocate across departments.

You will refer members to suitable products, maintain relationships, and ensure compliance with BSA and CIP requirements. Flexibility to relocate and work across locations is essential.

Competenze

• High school diploma or equivalent; 1+ years in a financial institution performing teller/new account/operations functions preferred.
• Requires strong sales and service skills to assist members.
• Minimum six months of consumer lending experience preferred.
• Professional oral, written, and interpersonal communication skills.

Mansioni

• Assist in multiple departments/branches with special projects, peak periods, and vacancies.
• Open new accounts, process transactions, and fund consumer loans.
• Maintain member relationships and refer members to appropriate products and services.
• Handle account updates, revisions, and potential fraud or error resolutions.
• Stay current on laws (BSA, CIP) and adhere to confidentiality and security policies.

Conoscenze

Sales skills

Customer service

Time management

Communication

Formazione

High school diploma or equivalent

Strumenti

Microsoft Office

Descrizione del lavoro

Wheelhouse Credit Union is seeking a Universal Service Representative I Floater to support multiple branches. The role includes opening new accounts, processing teller and loan transactions, and serving as a member advocate across departments.

You will refer members to suitable products, maintain relationships, and ensure compliance with BSA and CIP requirements. Flexibility to relocate and work across locations is essential.