First City Credit Union
Branch Service Representative (Floater)
First City Credit Union, Pasadena, California, United States, 91122
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 branches.
The floater will report to the Pasadena branch and will float between our Pasadena, Los Angeles, and the Los Angeles County - USC Medical Center branches.
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
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 branches.
The floater will report to the Pasadena branch and will float between our Pasadena, Los Angeles, and the Los Angeles County - USC Medical Center branches.
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