Fountain Valley - Relationship Specialist 2 - Full Time - Onsite (So.CA)

Responsibilities

• Consults with members. Identifies needs, offers solutions, and follows up on any pending transactions.
• Holds conversations that matter with members either in person or over the phone.
• Calls on various call reports to garnish more business throughout the workday and during scheduled call nights throughout the month.
• Performs various job duties including but not limited to: escorting members to appropriate destinations for the appropriate resolution, receiving and disbursing funds, opening new accounts/sub-shares, and originating loans.
• As needed, inputs, processes and funds consumer loan types such as Closed-end Signature and VISA.
• Performs a wide variety of account maintenance including issuing/re-pinning ATM/Debit Cards, changes of address, name changes, adding/updating account set up, adding/updating joint owners, adding/updating beneficiaries, closing accounts, processing deceased accounts, notary services and issuing Cashier’s Checks.
• Recommends and refers appropriate products and services including Mortgage, Investment Services, and Autoland from having conversations that matter with members.
• Sets and maintains branch in balance including the TCR.
• Identifies and reports any suspicious behavior or suspected fraud activity.
• Completes all required training and compliance modules.
• Supports and participates in continuous improvement activities and Credit Union events such as: Car Sales, Open House and Open Enrollments contributing to the achievement of organizational objectives as well as department and individual goals.
• Represents the Credit Union in a positive and professional manner.
• Maintains member and other sensitive information with confidentiality.
• Treats all team members and members with respect.

Qualifications

• 1 year experience in a similar position and prior loan experience and reaching service and performance goals.
• Comprehensive knowledge of all deposit account products and all services.
• Working knowledge of loan products and associated system(s) (Loans PQ – loans decisioning system).
• Proven ability to garner business.
• Genuine interest in helping members through Conversations that Matter and have an empathetic and caring nature.
• Capable of working under pressure and with frequent interruptions.
• Proficient in the operations of a PC and Microsoft applications including Outlook, Word and Excel.
• Good verbal communication (in-person and over the phone), written communication, problem solving, member service, and organizational skills.
• Attention to detail.