4 Member Loan Specialist Jobs in Prescott, AZ
Credit Union West is Hiring a Member Loan Specialist Near Prescott, AZ
Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following:
- Full-time employees receive 100% paid health, dental & vision insurance
- Earn incentives up to 15%, depending on position
- 401K plan with employer matching funds up to 5%
- Profit Sharing
- Tuition reimbursement
- Gym membership reimbursement
- Paid time off for holidays, vacation, and sick days
- Diverse and inclusive workplace
- Credit Union West membership and discounts
This position will attend full time training in Glendale for the first 5 weeks of employment, one week at a time.Position SummaryEnhances the quality of life for our members by embracing the organization’s mission and core values. This frontline, member-facing position will provide an industry leading member service experience. Provides consultative conversations and sound financial advice for our members through the development and expansion of new and existing relationships. This universal sales position supports opening of consumer and business new accounts, account maintenance and consumer personal and home equity loan applications and funding.
Essential Functions & Additional Responsibilities60% - Sales and Service – Consistently demonstrates behaviors that reflect the mission, core values and service standards of the Credit Union. Meets or exceeds sales and production objectives by handling member requests, identifying needs and making recommendations. Responsible for application processing and funding of consumer loans including personal, credit cards, auto, and home equity. Solicits a variety of peace-of-mind ancillary products associated with loans. Accurately completes loan and title documents. Participates in outbound calling campaigns as needed.
25% - New Account and Member Maintenance – Opens, maintains, and closes a wide variety of membership accounts including but not limited to: savings, checking, certificate, and retirement accounts. Opens specialty accounts such as Business, Trust and Estate. Provides members and team members with proactive and timely follow up. Assists members with a wide range of services such as online banking, direct deposit, automatic transfers, and account maintenance. Assists members through digital channels such as phone, and email, ensuring professional communication through all channels. Encourages adoption of digital services. Completes teller transactions as needed.
10% - Resource and Branch Support – Provides subject matter expert resources to branch team and acts as a lead in the absence of a manager to de-escalate member concerns. Uses good judgment to provide overrides within permission authority. Ensures compliance and security protocols are adhered to and keeps manager apprised of concerns. Demonstrates knowledge retention of policy and procedures. Completes auditing, cash ordering and vault related responsibilities as assigned. Completes teller transactions as needed.
5% - Performs other duties as assigned.
Education:A high school diploma or G.E.D.
Experience:A minimum of 3-5 years of lending experience in a financial institution required. Ability to work shifts between the hours of Monday – Saturday 8am to 6pm. NMLS required. Bilingual preferred.
Skills & Competencies
- Live the mission, vision, and core values of the credit union.
- Able to communicate effectively and tactfully with employees and members both orally and in writing.
- Demonstrate critical thinking and being self-reliant to better analyze and solve problems.
- Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees.
- Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom).
- Thorough knowledge and understanding of organization’s Employee Handbook and policies.
- Must demonstrate a functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to: U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.
Job Summary
Full Time
Banking
$35k-47k (estimate)
05/18/2023
07/07/2024
cuwest.org
GLENDALE, AZ
100 - 200
1951
STEVE BECKER
$10M - $50M
Banking
Related Companies
About Credit Union West
Credit Union West is an award-winning financial cooperative founded in 1951 on the Luke Air Force Base in Glendale, Arizona. Our core principals guide our decisions ensuring integrity and trusted member service. With more than $675 million in assets and over 64,000 members, we offer an array of personal banking, business services and financial education including; free checking account, savings account, credit cards, auto loans, mortgage loans, home equity, business loans and more! We make banking easy with 12 branch locations in Maricopa and Yavapai County, Online and Mobile Banking and a nat...ionwide network of CO-OP Shared Branch locations. At Credit Union West, our motto is A Great Place to Work for Great People. We strive to be an employer of choice through employee engagement, honesty and integrity, and encouraging a supportive working atmosphere that sets us apart from traditional work environments. Winner of the 2017 AZCentral.com Top Companies to Work for in Arizona for six years in a row; we currently staff almost 200 employees in 12 branches in Maricopa and Yavapai counties, as well as, Business Services, Real Estate and our corporate office in Glendale. Its important to us to maintain an open door culture with a positive atmosphere. We are committed to the overall personal and professional development of our employees while providing unique benefits, educational support and recognition for achievements. Career opportunities can range from Member Service Consultants to Loan Officers; IT to Finance; Real Estate Specialists to Business Service Officers. In addition to job opportunities, we offer an array of employee benefits, including comprehensive medical and dental insurance, an employer-matched 401(k) plan, tuition reimbursement and an employee bonus program.
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