Rep, Mobile Member Service

BCU; Santa Maria (CA); On-site; USD 40,000 - 52,000; Full time

Job summary

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.

Qualifications

• 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)

Responsibilities

• 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.

Skills

Verbal communication

Written communication

Bilingual (English/Spanish)

Customer service

Teamwork

Multitasking

Attention to detail

Travel readiness

Education

High School Diploma or equivalent

Tools

Windows PC

BCU systems

Job description

We want to invest in YOU! At BCU, we believe our success starts with our people, and we're committed to creating an environment where you can thrive through career growth opportunities, competitive benefits, workplace flexibility, and a collaborative culture.

We want to invest in YOU! At BCU, we believe our success starts with our people, and we're committed to creating an environment where you can thrive through career growth opportunities, competitive benefits, workplace flexibility, and a collaborative culture.

BCU is a not-for-profit, member-owned Credit Union with nearly $6 billion in assets and more than 370,000 members. We provide easy, secure banking solutions that help people achieve financial freedom while serving employees and families of major Fortune 100 organizations and communities across northern Illinois, southern Wisconsin, Minnesota, and Puerto Rico.

We're proud to be Certified™ by Great Place to Work® from March 2026 through March 2027, reflecting our commitment to an inclusive culture where employees feel valued, supported, and empowered.

Looking for a great place to work? Let's talk.

Rep, Mobile Member Service

Summary

Travelling across multiple branches, all member service-related functions will be performed on a timely and accurate basis. To effectively cross-sell credit union products and services and understand the importance of providing mutually beneficial financial and lending solutions to all our members.

• 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.

Qualifications And Education Requirements

• 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)

Our WHY is the reason we exist:

To Empower People to Discover Financial Freedom. What do you celebrate as your purpose? At BCU we celebrate what makes you authentically YOU! #bYOU

BCU Shared Values

• We foster an environment of INCLUSION. All individuals are treated fairly and respectfully, have equal access to opportunities and resources, and can contribute fully to the organization's success.
• We act with INTEGRITY. We follow the golden rule without exception.
• We display COURAGE in our convictions. We drive innovation, reaching beyond boundaries and thoughtfully explore new horizons.
• We excel through COLLABORATION. By working as one, sharing information and seeking solutions, we deliver exceptional outcomes.
• We WOW our members. We focus intensely on putting the member first, delivering extraordinary experiences that create lasting relationships inside and outside the organization.