Member Services Officer

We have been promoting our staff so we have some open positions in our branches!

Job Summary
We are seeking a Member Services Officer to join our team. The ideal candidate will have a background in financial services, possess excellent customer service skills, and be proficient in loan processing and basic math.

Responsibilities

· This position is responsible for engaging new and existing members to uncover appropriate needs and to help them define and reach their financial goals.

· Explain and recommend products, services, and behaviors that benefit the member and their lifestyle, including basic budgeting and financial planning.

· Identify cross-sell opportunities and in-house referrals that would benefit the member and the credit union.

· Assist members with various financial transactions such as deposits, withdrawals, and loan payments.

· Assist members with opening and closing accounts, answering questions about products and services and resolving problems within your authority to resolve.

· This position will open and close accounts and initiate consumer loans.

· Other duties include balancing the cash drawer and daily transactions.

· Process loan applications and support the loan processing procedures.

· Provide exceptional customer service by addressing inquiries and resolving issues promptly.

· Utilize relationship management techniques to build rapport with members.

· Operate cash registers and 10-key typing for accurate transactions.

Qualifications

· Previous experience in financial services or banking is preferred

· Proficiency in loan processing and basic math skills

· Strong customer relationship management abilities

· Excellent communication and interpersonal skills

· Strong customer service background with a focus on phone etiquette

· The ability to speak Spanish is a plus

· Experience in outbound calling and upselling techniques

· Proficiency in data entry and analysis skills

· Familiarity with cash registers and 10-key typing is a plus

Job Type: Full-time

Pay: $19.20 - $29.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• AD&D insurance
• Bereavement leave
• Dental insurance
• Disability insurance
• Employee assistance program
• Employee discount
• Health insurance
• Health savings account
• Life insurance
• Paid sick time
• Paid time off
• Prescription drug insurance
• Referral program
• Tuition reimbursement
• Vision insurance

Application Question(s):

• If offered the position what hourly wage are you requesting?
• Why are you interested in working for Western Vista?
• Why are you leaving your current position?
• If offered the position, our next training date is June 15, will this date work for you?

Work Location: In person

Salary : $19 - $29