Hayward - Relationship Specialist 2 - Full Time - Onsite (No.CA)

About the role

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.

Responsibilities

• Consults with members, identifies needs, offers solutions, and follows up on pending transactions.
• Holds conversations that matter with members either in person or over the phone.
• Calls on various call reports to garner more business throughout the workday and during scheduled call nights.
• Escorts members to appropriate destinations for resolution, receives and disburses funds, opens new accounts/sub-shares, and originates loans.
• Inputs, processes, and funds consumer loan types such as Closed-end Signature and VISA.
• Performs account maintenance including issuing/re-pinning ATM/Debit Cards, changes of address, name changes, updating account setups, joint owners, 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.
• Ensures the branch is in balance including the TCR.
• Identifies and reports 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.
• Represents the Credit Union in a positive and professional manner.
• Maintains confidentiality of member and sensitive information.
• 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.
• Knowledge of all applicable Federal, State and NCUA regulations, including but not limited to BSA, Regulation CC, Regulation D and Regulation E.
• 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.
• Successful completion of all compliance related coursework.
• NMLS Registered.
• Notary preferred.

Pay

Pay scale by applicable geographic work location: Northern California: Min $23.20 - Mid $29.00 - Max $34.80. 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