Title: Member Services Officer 2
Location: 1320 N H St, Lompoc, CA 93436
You
will assist CoastHills Credit Union to achieve its mission to make a
difference in our neighbors’ lives! You will accomplish that by
providing outstanding service to both internal and external members.
Some of the responsibilities of the job are; Act
(BSA), Anti-Money Laundering (AML) and Customer Identification Program
(CIP) to ensure daily compliance with current regulations
Performs
basic teller transactions, such as but not limited to deposits,
withdrawals, transfers, loan payments as stated in the Office Procedures
Manual (OPM)
Opens new membership and share accounts and closes all accounts
Explains, promotes and cross sells Credit Union services, products, programs and investment opportunities
Cross-sells Wealth Management services as well as e-statements account conversations.
Proactively responds to members’ inquiries and requests using product knowledge
Assists in completing forms and documents
Resolves errors, member problems and/or complaints in a timely manner
Accurately balances cash and coin and maintains appropriate cash level within limits
Promotes,
quotes, and sells GAP (Guaranteed Asset Protection) MBI (Mechanical
Breakdown Insurance) and Debt Cancellation (Life, Unemployment,
Disability,) during the loan application and funding process to
penetration levels set forth by CoastHills.
Assists in the training of new employees in the branch
Follows policies and procedures related to Bank Secrecy
Some of the requirements of the job are;A minimum of 12 months of customer service and/or cash handling work experience
Within
six (6) months of employment; Successful completion of core
competencies certification, Knowledge of loan products, including
features and benefits, Successful completion of Member Services Officer
Level 2 certification.
Punctual and regular attendance
Work cooperatively with others
Knowledge of English usage, grammar, punctuation, and spelling
Ability to listen effectively
Ability to calculate figures and amounts, such as interest, dividends and percentages
Ability to apply addition, subtraction, multiplication, and division concepts using whole numbers,
common fractions and decimals
Ability to apply common sense understanding to carry out instructions
Ability to be bonded
Ability to work cooperatively and establish and maintain effective work relationships while performing duties
Ability to organize work efficiently in order to meet deadlines
Ability to perform duties accurately and timely, with frequent interruptions
Ability to promote and maintain a positive image of the Credit Union to members and employees
We offer great benefits including, very generous PTO, low premium health insurance, 401k matching, and more…
If you are motivated and team-oriented, here's your chance to work where every day is Another great day!
Please apply online
https://workforcenow.adp.com/mdf/recruitment/recruitment.html?cid=197b07e1-0b00-46c5-93e9-f62972ff418f&sid=Y29hc2ZlZGNydQ%3D%3D&jobId=184050&lang=en_US&source=CC2
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