Senior Lending & Member Experience Specialist

KeyPoint Credit Union; Dublin (CA); On-site; USD 60,000 - 64,000; Full time

Job summary

KeyPoint Credit Union in Dublin, CA is seeking a Financial Service Representative III to support sales, service and revenue goals. You will help transition our lending program from back office to front line staff, learn end-to-end loan processes, and identify gaps in workflows to simplify the loan process for front line staff while training branch staff on consultative cross-selling during loan setups.

The role emphasizes branch-focused work, product knowledge, and building relationships with

Qualifications

• High School Diploma or equivalent.
• 3 years’ experience in related disciplines, including exposure to member/customer services cash handling, procedures, in depth knowledge of consumer and residential mortgage lending terminology and products. Small business services, Fiduciary Account Administration and in a credit union or other financial institution
• Previous background in a retail branch environment with effective client relationship building skills
• Must be capable of working established hours required by the branch.
• Strong organization, excellent written and verbal communications skills, quality service and team orientation required.
• Proficient with Microsoft Windows PowerPoint and Excel
• Must be a NMLS certified or ability to obtain NMLS certification.
• Must be a Notary or have ability to pass Notary test.

Responsibilities

• Take responsibility and accountability in following all service standards set forth by the credit union.
• Act as a supervisor in the absence of branch management.
• Achieves minimum sales goals as established by the management.
• Assess member loan needs from start to finish starting with loan type, ancillary product review and submission of application. Finishing with the closing and follow up as needed with consumer and auto loans.
• Build member relationships through selling and referring credit union products and services to meet members’ financial needs- through face-to-face, calling efforts and participating in business and community development events.
• Maintains knowledge of all Key Point Credit Union products, services, procedures and compliance regulations while staying informed of all policy and procedural changes.
• Participate in obtaining individual and team sales and referral goals monthly, quarterly and annually.
• Provide training and assistance to branch staff to ensure efficient and effective delivery of products and services to our members.
• Adhere to established policies and procedures set forth in controlling cash funds assigned to the position in a cash drawer and/or cash vault.
• Maintains members’ confidentiality at all times.
• Performs teller transactions as requested by members.
• Balance cash drawer and perform all end of the day functions as well as reconciliation.
• Assist Branch Management to perform the accurate completion of required branch audit logs.
• Assist the branch management with the operations of the branch. May include scheduling staff, answering questions on products and services, policies and procedures, or rules and regulations.
• Research and resolve member questions, problems and concerns by telephone, written correspondence or in person
• Individual in this position may be pulled to work in other branch as business needs require.
• Performs other duties as assigned or required to ensure member service standards and company objectives are successfully met.

Skills

Customer service

Cash handling

Relationship building

Microsoft Excel

Microsoft PowerPoint

Education

High School Diploma or equivalent

Job description

KeyPoint Credit Union in Dublin, CA is seeking a Financial Service Representative III to support sales, service and revenue goals. You will help transition our lending program from back office to front line staff, learn end-to-end loan processes, and identify gaps in workflows to simplify the loan process for front line staff while training branch staff on consultative cross-selling during loan setups.

The role emphasizes branch-focused work, product knowledge, and building relationships with