Relationship Specialist – Loans, Deposits & Solutions

Coasthills Federal Credit Union; Lompoc (CA); On-site; USD 33,000 - 34,000; Full time

Job summary

CoastHills Federal Credit Union in Lompoc, CA is seeking a Member Services Officer 3 – Relationship Specialist to identify member financial needs, cross-sell products, and support loan and deposit transactions. Under the Branch Manager, you will handle inquiries by phone, email, or in person and help members open accounts.

The role requires high school diploma and two years sales experience; training will cover consumer loans, GAP, MBI and other credit union offerings; occasional travel to other

Qualifications

• Two years of progressive sales and cross-selling experience in a financial or retail environment.
• Knowledge of Credit Union products and services.
• Proficiency in MS Office (Word) is highly desirable.

Responsibilities

• Prepares and processes loan-related transaction requests, in person or by telephone.
• Actively explains, promotes and cross-sells Credit Union services, products, programs, and investment opportunities.
• Resolves errors, member problems and/or complaints in a timely manner.
• Opens new membership and share accounts, and cross-sells products as appropriate.
• Promotes, quotes, and sells GAP, MBI, and Debt Cancellation during the loan application and funding process.
• Reviews credit reports to identify opportunities and cross-sell additional loan and ancillary products.

Skills

Sales experience

Cross-selling

Customer service

MS Office proficiency

Education

High school diploma or equivalent

Tools

MS Office (Word)

Job description

CoastHills Federal Credit Union in Lompoc, CA is seeking a Member Services Officer 3 – Relationship Specialist to identify member financial needs, cross-sell products, and support loan and deposit transactions. Under the Branch Manager, you will handle inquiries by phone, email, or in person and help members open accounts.

The role requires high school diploma and two years sales experience; training will cover consumer loans, GAP, MBI and other credit union offerings; occasional travel to other