New Accounts/Loan Rep (MSR) PT

Kids for the Future; Thousand Oaks (CA); On-site; USD 30,000 - 36,000; Part time

Benefits offered by this job

Paid Time Off

401k Employer Match

Life & LTD Insurance

Education Reimbursement

Membership and Rate Discounts

Job summary

VCCU in Thousand Oaks is seeking a part-time Teller/Member Services Associate to open new accounts, process loans, and support everyday banking needs in a community-focused credit union. Youll handle basic teller duties, cross-sell services, and assist members with empathy while using Symitar/Episys and MeridianLink.

High school diploma required; bilingual Spanish a plus. Competitive benefits include PTO, 401k match, life & LTD insurance, and education reimbursement; join a team dedicated to

Qualifications

• 2+ years of experience in a financial institution, focused on new accounts and loan processing.
• Sales experience in financial services, 6–12 months.
• Strong customer service mindset with empathetic communication.
• Ability to navigate multiple banking systems and processes.

Responsibilities

• Open new accounts and memberships, including Checking, Certificates, and Money Market Savings, Business Accounts, IRAs, Living Trusts, vesting changes and/or statements related to fraud, check orders (new and reorders), changes of addresses/phone numbers.
• Process consumer and/or business loan applications - Interviews loan applicants, follows up on approved or pending loans, collects stipulations required for funding, prepares loan documents, and funds consumer loans.
• Engage in decision-making by researching internal procedures/policies and communicating with the credit union support departments as necessary to solve member issues.
• Identify referral and cross-sell opportunities expanding the member relationship based on account history and needs, including reviewing promotional offers and marketing campaigns .
• Performs teller functions, as needed. Including accepting negotiable items, scanning checks, buying and selling cash from and to CDMs/TCRs or other Branch Reps/Vault Teller, opening/closing procedures
• Shifts include: 8AM – 5:30PM (M-W), 8AM – 6PM (Th-F), 8:30AM – 2:30PM (Sat)

Skills

Customer service

Sales experience

Empathy

Communication skills

Education

High school diploma

Tools

Symitar/Episys

MeridianLink

Job description

• Location 18 W. Thousand Oaks Boulevard,Thousand Oaks, CA, 91360,United States
• Base Pay $22.00 - $26.00 / Hour
• Employee Type PT Non-Exempt
• Required Degree High school

Contact information

• Name Human Resources
• Phone [phone]

Description

At VCCU, we are proud of the work we do to improve the financial well-being of our members and our community. If you seek meaningful work building stronger financial futures and aspire to create a positive difference in your community, we’d love to hear from you!

What You’ll Do

• Open new accounts and establishing new memberships including Checking, Certificates, and Money Market Savings, Business Accounts, IRAs, Living Trusts, vesting changes and/or statements related to fraud, check orders (new and reorders), changes of addresses/phone numbers.
• Process consumer and/or business loan applications - Interviews loan applicants, follows up on approved or pending loans, collects stipulations required for funding, prepares loan documents, and funds consumer loans.
• Engage in decision-making by researching internal procedures/policies and communicating with the credit union support departments as necessary to solve member issues.
• Identify referral and cross-sell opportunities expanding the member relationship based on account history and needs, including reviewing promotional offers and marketing campaigns .
• Performs teller functions, as needed. Including accepting negotiable items, scanning checks, buying and selling cash from and to CDMs/TCRs or other Branch Reps/Vault Teller, opening/closing procedures
• Shifts include: 8AM – 5:30PM (M-W), 8AM – 6PM (Th-F), 8:30AM – 2:30PM (Sat)

What We’re Seeking

• Previous financial institution experience, 2+ years, specifically in new accounts and loan processing.
• Previous sales experience in financial services, 6-12 months
• Someone who is service driven and able to communicate solutions with empathy.

What Will Make You Stand Out

• Credit Union platform experience.
• Working knowledge of these systems – Symitar/Episys and MeridianLink.
• Fluency in Spanish, specifically in finance/banking terminology.
• A dedication to service, working with organizations that seek to improve the lives of people in your community.

What’s In It For You

• Paid Time Off, including Sick/Vacation/Holidays
• 401k Employer Match & Safe Harbor Contribution
• Company Sponsored Life & LTD Insurance
• Education Reimbursement
• VCCU Membership and Rate Discounts

We are dedicated to building an inclusive and authentic workplace that values unique voices andexperiences, backgrounds and identities.We are an equal opportunity employer whocelebrates the diversity of our employees and our members and strives to represent the many communities we serve.