Southland Credit Union · 19 hours ago
Financial Service Representative II
US-CA-Lynwood
Full-time
Onsite
Entry Level
1+ years expSouthland Credit Union is seeking a Financial Service Representative II to provide exceptional service and assist members with their financial needs. The role involves discussing account options, cross-selling products, processing loans, and ensuring prompt service in a professional manner.
Financial Services
Responsibilities
Provide exceptional service at all times
Discuss account options, cross sell credit union products and services at each opportunity, and meet or exceed all sales & service scorecard goals
Open new accounts, certificates, IRAs, process and fund installment loans, and open end loans
Identifies cross sell opportunities and cross-sells all C.U. products and services, including account related products such as, but not limited to, credit life, credit disability, MBI, GAP, AD&D, etc
Perform necessary file maintenance to set up accounts and services
Assists members with opening and closing savings, checking, certificates, IRAs and other depository service accounts (limited cash handling)
Assist members and potential members with loan requests, takes loan applications, process loan documents for in-person closing or shipment via mail, including preparation of loan records and data set up on computer system
Review any conditions required for loan approval with member and obtain necessary documentation
Forward exceptions to a Loan Officer if automatic system approval is not received
Follow up on unclosed member loans that cannot be completed at initial meeting
Assures that appropriate records are maintained and required reports are prepared
Collect and forward taxes on all vehicle loans
Set up and input file maintenance for check orders, payroll deduction, automatic transfers and ACH origination
Monitors lobby activity to ensure prompt, professional service
Performs all duties within procedures, policies, and SCU's Universal Performance Standards
Performs other related duties as assigned
Qualification
Required
One year of similar or related experience in financial services, preferably in a credit union or banking environment
Experience in member service, loan processing, and/or financial sales required
A high school diploma or GED
The ability to motivate or influence others is a material part of the job, requiring a significant level of diplomacy and trust
Must be fluent in Spanish
Exceptional sales skills
PC proficient, able to operate a computer keyboard and 10-key calculator
Company
Southland Credit Union
SOUTHLAND CREDIT is a union which provides Consumer Loans, Mortgage Loans, Checking, Savings, Eservices and Investments services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Curt Bannock
CIO
Recent News
2025-03-28
EIN Presswire
2025-03-27
2022-07-19
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