Edinger - Relationship Specialist 1 - Full Time - Onsite (So.CA)

We embrace passionate Team Members who consistently display our values: United, Informative, Approachable, Caring and Transparent. We are united in our collective effort to achieve member goals and proactively provide solutions tailored to individual Member needs. We are committed to ensuring that each Member receives a positive service experience and trusted financial advice.

About the role

The RS I position exists in branches having a cash operation. Under general supervision, the RS I performs a wide variety of duties relating to handling member transactions including but not limited to: receiving and disbursing funds, posting deposits and loan/VISA payments, making account transfers, issuing money orders, making cash advances, recommending other products and services, performing all types of withdrawals, account maintenance, and opening savings, checking, money market, and certificate of deposit accounts (excluding trust and IRA accounts).

The RS I is comprehensively cross-trained to provide plastic card services such as issuing temporary cards, re-pinning existing cards, and ordering new cards. An RS I maintains records of various sale transactions such as money orders, cash advances, and balances a daily cash drawer. The RS I ensures member transactions are processed in an accurate and timely manner to achieve Credit Union member service objectives and may also assist with daily balancing.

The RS I cross-sells all other products and services including Investment Services, First Mortgages, and Autoland (auto loans). This role allows for in-person, personalized service and provides opportunities to conduct needs-based sales using referrals for other Credit Union products and services that support various production goals.

Responsibilities

• Performs various duties including receiving and disbursing funds, posting deposits and loan payments, transfers, money orders, cash advances, and all types of withdrawals (cash and checks).
• Opens savings, checking, money market, and certificate of deposit accounts, as needed; issues temporary checks.
• Processes plastic card services such as issuing temporary cards, re-pinning existing cards, and ordering new cards.
• Performs a wide variety of account maintenance including change of address and name change.
• Recommends other products and services appropriately with each member transaction.
• Completes compliance training and all other training offered to RS I.
• Balances cash drawer.
• Supports and participates in continuous improvement activities.
• Represents the Credit Union in a positive and professional manner.
• Maintains member and other sensitive information with confidentiality.
• Treats all co-workers and members with respect.
• Other related duties as assigned.

Requirements

• 1-year related branch operations experience.
• Knowledge of BSA, Regulation CC, D, E, and all other pertinent regulations.
• Comprehensive knowledge of all deposit account products and services.
• Basic knowledge of all applicable Federal, State, and NCUA regulations.
• Demonstrated ability to follow written and verbal instructions.
• Basic math skills (adding cash) to compute interest on savings, loans, and certificates.
• Demonstrated ability to operate office machines including copier, 10-key, and PC.
• Proficient in the operations of a PC and Microsoft applications including Outlook, Word, and Excel.
• Knowledge of Internet/Intranet and SharePoint.
• Good verbal/written communication, problem-solving, member service, and organizational skills.
• Attention to detail and professional demeanor.
• Capable of working under pressure and with frequent interruptions.
• Successful completion of all compliance-related coursework.
• NMLS Registered (preferred).

Preferred Qualifications

• 1+ years related branch operations experience and previous retail experience.

Qualifications

High School or Equivalent.

Pay

Pay scale by applicable geographic work location (Southern California): Mid-$22.00, Mid-$26.74, Max-$32.08. The base pay actually offered will take into account internal equity and may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors.

Benefits

• Medical
• Dental
• Vision
• Life Insurance
• Flexible Spending Account
• 401(k) Matching
• Paid Time Off
• Training Provided
• Tuition Reimbursement

Sign-on bonus available for external applicants.