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Branch Service Representative
Branch Service RepresentativeFirst City Credit Union • West Covina, CA, US
Branch Service Representative

Branch Service Representative

First City Credit Union • West Covina, CA, US
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Job Description

Job Description

The Branch Service Representative will assume, but not be limited to, the following responsibilities :

  • Responds to members requests for information on various products and services, answers questions, conducts basic research on members accounts and / or refers members to appropriate individual for solution.
  • Receives members at assigned teller station, determines nature of members business, and processes accurate transactions, such as deposits, withdrawals, payments and transfers.
  • Processes Visa cash advances and loan payments, and updates member address information.
  • Opens various credit union accounts, including IRAs, trusts, term certificates, shares and share draft accounts.
  • Interviews loan applicants, advise members regarding consumer loan options, prepares documents and loan records, and makes sound recommendations to loan officers.
  • Discloses and funds approved loans. In the event a loan is denied, explains reason for loan decision.
  • Determines members financial needs and provides products and service information to meet those needs.

The successful candidate will possess the following education, knowledge and skillsets :

  • Minimum two years experience of financial institution experience
  • Excellent written and verbal communication, customer service and sales skills
  • Personal computer proficiency with Microsoft Word and Excel
  • Excellent critical thinking skills
  • Full-Time position; must be available to work Monday-Saturday as schedule will vary based on the needs of the branch.

    • We provide competitive compensation and benefits package that includes :

  • Health, dental, and vision plans
  • 401(k) plan
  • Life insurance
  • Paid Time Off (PTO) Plan
  • Paid holidays
  • Educational Reimbursement

    • EOE

    Job Posted by ApplicantPro

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    Service Representative • West Covina, CA, US

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