• Financial Services Representative I/II/Personal Banker- El Cajon

    Job Locations US-CA-El Cajon | US
    Req No.
    2018-1554
    Category
    Retail Operations
    Type
    Regular Full-Time
    Hours Per Week
    40
    Schedule
    Monday-Thursday (9:00 a.m.-5:00 p.m.), Friday (9:00 a.m.-6:00 p.m.), Saturday (9:00 a.m.-2:00 p.m.)
  • Overview

    General Summary:

    Under general supervision, develops and maintains member account relationships by providing a high level of quality member service.  Originate, process, and disburse loans; open new accounts.   Respond to member inquiries timely and accurately.  Actively promote, explain and cross-sell credit union products and services; participate in all promotional/referral programs.  Develop, establish, and maintain member relationships.  Coordinate sales efforts with the appropriate department (Insurance, Financial Services, etc.) as needed.  Achieve assigned goals. 

    Responsibilities

    El Cajon Branch

     

    Principal Accountabilities:

    • Opens and processes Trust Accounts, Administered Accounts and IRA products.
    • Meets or exceeds assigned sales goals.
    • Assumes responsibility for exceptional member service.
    • Adherence to all Regulatory/Compliance policies and ability to manage associated risk; provide regulatory disclosures to all members.
    • Accurate and timely input of all new account and loan information.

    At a higher level:

     

    • Handles more complex sales and new accounts processing and other related member transactions.
    • Interviews and counsels members; gather and compile loan information for credit approval.
    • Responsible for analyzing detailed information for consumer loans.
    • Serve as resource for information as related to FSR I and provide training.

    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

    Knowledge, Skills and Abilities:

    • Excellent customer service skills
    • Ability to work in a fast-paced environment
    • Strong communication skills
    • Proficient in MS Word and Excel.
    • Knowledge of regulations related to financial institutions.

    Experience:

    • High School graduate; some college courses in business, finance preferred.
    • Two years customer service/sales experience in a financial institution.
    • FSR I: 1+ year of proven track record of sales; financial institution experience in New Accounts and Consumer Loan origination or equivalent.
    • FSR II: 2+ years of financial institution experience in New Accounts, sustained track record of sales, Consumer Loan origination or equivalent.

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