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SESLOC Credit Union
San Luis Obispo, CA | Full Time
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Member Services Representative
SESLOC Credit Union San Luis Obispo, CA
$38k-46k (estimate)
Full Time 1 Month Ago
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SESLOC Credit Union is Hiring a Member Services Representative Near San Luis Obispo, CA

At SESLOC, it is the people that make the place. Rooted in academics, and locally headquartered for over 80 years, we are the credit union with the funny name. But to us, financial dreams and goals are serious business.

In this position you will perform a wide variety of financial and educational service functions in member service areas assisting in achieving assigned branch goals. Perform essential functional tasks key to the position and overall branch operations to include but is not limited to:

  • Originate loan applications and review loan files to verify application is complete.
  • Maintain all contact with members for consumer loans to ensure loan process steps are completed.
  • Provide general information about share application process and all credit union products and services. Complete all required steps in the account opening and closing process including actively trying to retain the account. Service member needs regarding share account, trust, U.T.M.A, club accounts, business accounts, share draft, deferred compensation, IRA, and share certificates.
  • Establish, convert, or assist with complex special accounts and transactions.
  • Educate and promote credit union ancillary products.
  • Assist members with loan payments, withdrawals via check, credit card and cash advances, and transfers. Follow all daily work documentation procedures which include check proofing and balancing daily work. Perform member account maintenance as required.
  • Support members with fraud disputes and compromised memberships.
  • Respond promptly to members email, telephone requests and inquiries, ensuring the highest quality member service standards.
  • Assist members with remote access.
  • Support branch management with monthly and quarterly audits as needed.

Education/Experience: A High School Diploma or GED and one to three years similar or related experience including time spent in preparatory positions. Position requires strong attention to detail, organization, communication, computer skills, and a passion for sales. Ability to exercise sound judgment in all situations and foster sound relationships with others. Must be registered or qualify to register with the National Mortgage Licensing System & Register as a Mortgage Loan Originator (MLO) and maintain annual registration requirements.

EOE

As part of the recruitment process, SESLOC may run a bond check, credit check and criminal history check as part of the recruitment process. If SESLOC runs these reports, we will obtain your authorization first. 

Job Summary

JOB TYPE

Full Time

SALARY

$38k-46k (estimate)

POST DATE

04/13/2024

EXPIRATION DATE

04/11/2029

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The following is the career advancement route for Member Services Representative positions, which can be used as a reference in future career path planning. As a Member Services Representative, it can be promoted into senior positions as a Managed Care Coordinator that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Member Services Representative. You can explore the career advancement for a Member Services Representative below and select your interested title to get hiring information.