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Southland Credit Union · 1 day ago

Financial Service Representative II

Lynwood, CA

Full-time

Onsite

Entry Level

$27.30/hr - $40.96/hr

1+ years exp

Southland Credit Union is seeking a Financial Service Representative II to provide exceptional service and support to members. The role involves discussing account options, cross-selling products, and handling loan requests while ensuring all service goals are met.

Financial Services

Comp. & Benefits

Responsibilities

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. 10% Assists members with opening and closing savings, checking, certificates, IRAs and other depository service accounts (limited cash handling). Perform necessary file maintenance to set up accounts and services

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