BluPeak Credit Union
Floater Experience Representative
BluPeak Credit Union, San Diego, California, United States, 92189
Floater Experience Representative
Job ID:
2025-1740 |
Type:
Regular Full-Time |
# of Openings:
1 |
Category:
Retail (Branches) |
Location:
US-CA-All Branches
Overview Under the direction of the designated manager, this role is responsible for traveling to work within all Service Centers in the Retail Delivery Network. The successful candidate must be able to work at multiple branch locations, including Northern CA and any future BluPeak locations. Responsibilities include handling member transactions, cross‑selling, processing loans, and meeting member service and sales objectives while creating a world‑class service experience. The role establishes and maintains member relationships to meet their financial needs and build loyalty, supporting both Branch and Corporate objectives. Other duties may be assigned, including covering absences, balancing peak workloads, or working in other areas of the organization.
Responsibilities
Identifies, acquires, and grows new and existing consumer relationships, including deposit and loan portfolio.
Utilizes the consultative conversational approach to meet each member’s perceived and unperceived financial needs.
Initiates and participates in relationship‑building events, including proactive activities such as visiting members on‑site and attending community events.
Initiates proactive service calls to members, including internal lists.
Establishes new memberships, including checking, savings accounts, term investments, IRAs, insurance products, consumer loans and other products and services, such as Online Banking.
Performs appropriate onboarding activities for all new and existing members, including follow‑up calls; files maintenance such as adding owners/signers, updating information, adding products, decedent accounts, trust certifications, POAs as requested; coordinates the application process between the member, third parties and internal loan operations; and cross‑sells all products to meet member needs and strategic objectives.
Maintains required knowledge of products, services, policies and procedures, laws and regulations, and other compliance requirements that pertain to deposit and lending functions.
Assists team members to ensure continuity of service and achievement of individual, team, and organizational goals; protects member assets by verifying identification, adhering to security and privacy practices; models leadership, service excellence, cultural attributes, commitments, and aligns responsibilities with the company’s core strategy.
Responsible for meeting performance metrics, including branch growth and profitability projections and operations.
Maintains operational procedures ensuring compliance with approved credit union policies, delivering world‑class member service and operational quality.
Ensures compliance of employees with established security, operations, regulatory compliance, audit, and record‑keeping policies and practices.
Works closely with teammates to ensure operational standards are met and operational issues are escalated and resolved timely.
Operates a cash drawer when needed; processes cash and check deposits, withdrawal requests, loan payments, and general ledger transactions in accordance with credit union policies. Protects member assets by verifying identity and adhering to security practices. Resolves member inquiries and/or complaints.
Establishes new memberships (checking, savings, term accounts, IRAs, online banking, insurance products and loans). Keeps up‑to‑date knowledge of credit union products, services, policies, procedures, rules, and regulations. Completes annual compliance training, business continuity and vendor management policy, and complies with anti‑money‑laundering laws such as the Bank Secrecy Act, OFAC, USA PATRIOT Act, and related policies.
Other duties as assigned.
Qualifications
High school diploma or GED and three or more years of related banking experience and/or training; experience in a financial institution/credit union is required.
Technology proficiency: use of loan origination systems, contact management software, Microsoft Office applications, and ability to learn new applications quickly; general knowledge of computer network and database use.
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
Ability to speak effectively before groups of members, employees of the organization, and the general public.
Strong interpersonal skills, good phone and e‑mail etiquette, professional presentation, and high personal initiative.
Must be able to work branch operational hours, including weekends, and occasional nights or weekends.
Must be able to work as a floater within our Southern and Northern Branches.
EEO Statement BluPeak Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex—including sexual orientation and gender identity—national origin, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law. Employment may be contingent upon BluPeak Credit Union’s receipt of an acceptable and job‑related background check, drug screen, and credit check, as applicable and permissible by law. BluPeak Credit Union is committed to working and providing reasonable accommodation to applicants with physical, mental disabilities and sincerely held religious beliefs.
Compensation Hourly Wage: $24‑27 per hour
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2025-1740 |
Type:
Regular Full-Time |
# of Openings:
1 |
Category:
Retail (Branches) |
Location:
US-CA-All Branches
Overview Under the direction of the designated manager, this role is responsible for traveling to work within all Service Centers in the Retail Delivery Network. The successful candidate must be able to work at multiple branch locations, including Northern CA and any future BluPeak locations. Responsibilities include handling member transactions, cross‑selling, processing loans, and meeting member service and sales objectives while creating a world‑class service experience. The role establishes and maintains member relationships to meet their financial needs and build loyalty, supporting both Branch and Corporate objectives. Other duties may be assigned, including covering absences, balancing peak workloads, or working in other areas of the organization.
Responsibilities
Identifies, acquires, and grows new and existing consumer relationships, including deposit and loan portfolio.
Utilizes the consultative conversational approach to meet each member’s perceived and unperceived financial needs.
Initiates and participates in relationship‑building events, including proactive activities such as visiting members on‑site and attending community events.
Initiates proactive service calls to members, including internal lists.
Establishes new memberships, including checking, savings accounts, term investments, IRAs, insurance products, consumer loans and other products and services, such as Online Banking.
Performs appropriate onboarding activities for all new and existing members, including follow‑up calls; files maintenance such as adding owners/signers, updating information, adding products, decedent accounts, trust certifications, POAs as requested; coordinates the application process between the member, third parties and internal loan operations; and cross‑sells all products to meet member needs and strategic objectives.
Maintains required knowledge of products, services, policies and procedures, laws and regulations, and other compliance requirements that pertain to deposit and lending functions.
Assists team members to ensure continuity of service and achievement of individual, team, and organizational goals; protects member assets by verifying identification, adhering to security and privacy practices; models leadership, service excellence, cultural attributes, commitments, and aligns responsibilities with the company’s core strategy.
Responsible for meeting performance metrics, including branch growth and profitability projections and operations.
Maintains operational procedures ensuring compliance with approved credit union policies, delivering world‑class member service and operational quality.
Ensures compliance of employees with established security, operations, regulatory compliance, audit, and record‑keeping policies and practices.
Works closely with teammates to ensure operational standards are met and operational issues are escalated and resolved timely.
Operates a cash drawer when needed; processes cash and check deposits, withdrawal requests, loan payments, and general ledger transactions in accordance with credit union policies. Protects member assets by verifying identity and adhering to security practices. Resolves member inquiries and/or complaints.
Establishes new memberships (checking, savings, term accounts, IRAs, online banking, insurance products and loans). Keeps up‑to‑date knowledge of credit union products, services, policies, procedures, rules, and regulations. Completes annual compliance training, business continuity and vendor management policy, and complies with anti‑money‑laundering laws such as the Bank Secrecy Act, OFAC, USA PATRIOT Act, and related policies.
Other duties as assigned.
Qualifications
High school diploma or GED and three or more years of related banking experience and/or training; experience in a financial institution/credit union is required.
Technology proficiency: use of loan origination systems, contact management software, Microsoft Office applications, and ability to learn new applications quickly; general knowledge of computer network and database use.
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
Ability to speak effectively before groups of members, employees of the organization, and the general public.
Strong interpersonal skills, good phone and e‑mail etiquette, professional presentation, and high personal initiative.
Must be able to work branch operational hours, including weekends, and occasional nights or weekends.
Must be able to work as a floater within our Southern and Northern Branches.
EEO Statement BluPeak Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex—including sexual orientation and gender identity—national origin, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law. Employment may be contingent upon BluPeak Credit Union’s receipt of an acceptable and job‑related background check, drug screen, and credit check, as applicable and permissible by law. BluPeak Credit Union is committed to working and providing reasonable accommodation to applicants with physical, mental disabilities and sincerely held religious beliefs.
Compensation Hourly Wage: $24‑27 per hour
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