Provide exceptional member service; using Automated Decision Systems, process loan applications and fund loans; establish new memberships and open new accounts. Respond to member inquiries timely and accurately. Actively promote, explain and cross-sell credit union products and services, and actively participate in all promotional/referral programs. Develop, expand and retain member relationships. Coordinate sales efforts with the appropriate department (Insurance, Financial Services, etc.) as needed. Achieve assigned goals.
Position is open in San Diego or Glendale, CA
Principal Accountabilities:
Assumes responsibility for exceptional member service; adherence to all Regulatory/Compliance policies and ability to manage associated risk; accurate and timely input of all new account and loan information; provide regulatory disclosures to all members.
Assumes responsibility for the promotion of credit union products and services and the attainment of all assigned sales goals.
Secondary Accountabilities:
Performs other duties as assigned.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required.
Qualifications:
Education/Certification:
Required Knowledge:
Experience Required:
Skills/Abilities:
EOE
Software Powered by iCIMS
www.icims.com