Member Service Officer (Whittier)

  • Address:Whittier, CA 90601 (map)
  • Date Posted:08/03/16
  • Job Type:Full-time
  • Description:
  • Job Title: Member Services OfficerLocation: Whittier, CADuration: 6-Month Contract (possibility of going perm) Summary:Performs a wide variety of skilled clerical and administrative duties relating to Members' investment and consumer loan accounts; provides a high level of personal service to Members designed to retain and increase business.Tasks:· Processes new Memberships and additional share accounts· Processes certificates and basic account administration transactions, including renewals of maturing certificates· Has basic IRA knowledge· Processes basis consumer loan requests· Counsels Members in person or by telephone regarding credit union policies· Verifies Member information· Completes Member requests within appropriate time limits· Processes ATM/Debit Card requests· Develops relationships with Members by matching individual needs with the appropriate savings and lending products and services; expected to meet minimum sales goals as defined by the organization and department· Utilizes computer terminal to accurately enter and process a wide variety of account transactions including adjustments, dividends and withholdings· Performs advanced research and corrects all errors on Members’ accounts· Gathers and prepares reports as scheduled or requested. Handles Member correspondence· Performs any or all of the duties of a tellerRequirements:Working knowledge of account administration for investment products offered by the credit unionWillingness and ability to perform all duties of a loan interviewer including but not limited to taking consumer loan applications and funding consumer loansEffective communications/customer service skillsOn-line data processing experienceTeller experienceTyping and 10-key skillsNotary Public Commission (or willingness to obtain)Spanish Bi-lingual preferred. 
Ad ID: 45458401
  • Posted by: Ad Partner | View all ads
  • Profile: Active since 08/2016
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