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SUMMARY
Under the general supervision of the Branch Manager, the Member Services Officer 3 – Relationship Specialist identifies the financial needs of Credit Union members and effectively cross-sells products, services, and solutions. Responsible for performing a wide variety of loan and deposit-based functions. Researches, analyzes, and resolves a broad range of complex customer issues. Provides a high level of responsiveness to member inquiries by phone, email, or in person. Promotes and maintains a positive image of the Credit Union.
ESSENTIAL FUNCTIONS
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs.
QUALIFICATIONS
The requirements listed below are representative of the knowledge, skill, and/or ability required.
Education and Experience
High school diploma or equivalent.
Two years of progressive sales and cross-selling experience in a financial or retail environment.
Certificates, Licenses and Registrations
None.
Knowledge
Within six months of hire:
Successful completion of core competencies certification.
Successful completion of Member Services Officer 2 certification.
Knowledge of consumer loans, including processing and funding.
Successful completion of Member Services Officer 3 certification.
Knowledge of Credit Union products and services.
Proficiency in MS Office (especially Word) highly desirable.
Other Skills and Abilities
Operates a variety of office equipment and machines.
Ability to travel, attend, and participate in training and meetings at various locations.
CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law.
For our EEO Policy Statement, please click here. If you’d like more information on your EEO rights under the law, please click here.
Full Time
Banking
$58k-75k (estimate)
02/25/2024
05/22/2024
coasthills.coop
NIPOMO, CA
100 - 200
1958
JAMES THOMAS
$50M - $200M
Banking
CoastHills is a community-based credit union serving the California Central Coast, from Ventura County through Santa Cruz County. With more than 66,000 members and assets exceeding $1 billion, were proud to say were one of the largest independently-owned financial institutions on the Central Coast. Were people serving people. Neighbors serving neighbors. We see every day as an opportunity to make a difference in our neighbors lives. Whether its providing a family with an affordable loan for one of lifes big purchases, helping a business owner grow to the next level, offering consumers an easy ...way to stay connected to their finances, or delivering the advice and products needed to build your own personal wealth, we have a genuine desire to see these goals realized. Because of this, we strive to make banking easy and accessible. And when it comes time to helping out in the communities we serve, youll see us in schools and neighborhoods, sleeves rolled up, getting things done. We believe that performing our job with professionalism, accountability, conviction and determination will help people reach their full potential. Lending our time, effort, and financial support to the Central Coast is what we do. And we love it.
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