Talent.com
Floater Service Rep I,II,III
Floater Service Rep I,II,IIICalifornia Coast Credit • San Diego, CA, United States
Floater Service Rep I,II,III

Floater Service Rep I,II,III

California Coast Credit • San Diego, CA, United States
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 This position is accountable for providing exceptional service with a focus on processing transactions, member requests and referring / cross selling financial products and services. Adheres to the credit union's policies, procedures and quality service standards.

Supervisory responsibilities

  • This position reports directly to the Floater Manager. No employees report directly to this position.

NATURE & SCOPE :

Floater Service Representative I

  • Processes member transactions. Performs account file maintenance and handles member issues.
  • Identifies cross-selling opportunities, referring members to Personal Financial Representatives.
  • Maintains knowledge of all products and services, policies and procedures.
  • Follows quality service standards to ensure exceptional quality service is provided.
  • Ensures compliance with daily cash drawer balancing and limits.
  • Identifies questionable or suspicious transaction activity, reporting it to management in order to protect the credit union from potential losses. Performs necessary steps to ensure BSA / AML compliance to reduce risk to the credit union.
  • May serve as back-up to Personal Financial Assistant.
  • Assists with branch balancing, opening and closing procedures, scanning checks, night depository processing, ATM processes, certifications and other side jobs as assigned.
  • Shared Branches - Knowledgeable on all FSCC Policies and Procedures that are unique to a Service Center environment. This includes transaction processing and limitations, hold requirements, service standards and restrictions, and boundaries for promoting products and service to guest-members.
  • Performs other relevant duties as required.
  • Floater Service Representative II

    oProcesses consumer loans.

    oEnsures loan processing / documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented.

    oActively manages loan queues to ensure approved loans are funded.

    Floater Service Representative III

    oProcesses real estate loans.

    Education, skills, & abilities

    The Eight Superpowers

    1.Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things.

    2.Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.

    3.Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.

    4.Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles.

    5.Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships.

    6.Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers.

    7.Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to : national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success.

    8.Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities.

    Other Education, Skills, and Abilities

  • A high school diploma or equivalent is desired.
  • Floater Service Representative I : 1 year of previous sales, member service, and cash handling experience. Financial institution is preferred

  • Floater Service Representative II : 2 years experience in a financial institution or other related field plus proven successful performance, to include sales and service
  • Floater Service Representative III : 3 years experience in a financial institution (with 1 of the years as a Floater Service Representative III) or other related field plus proven successful performance, to include sales and service
  • Must maintain registration as Mortgage Loan Originator (MLO) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and regularly provide this unique MLO registration number to all consumers as part of their daily work in mortgage lending.
  • Excellent communication skills; sound judgment and attention to detail.
  • Previous experience with Microsoft Windows applications is preferred.
  • Ability to drive to different locations to provide branch or call center coverage.
  • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow policies and procedures, and accept constructive criticism.
  • Occasional Saturday, Sunday and evening shifts may be required to accommodate branch, Business Development and Community Relations functions.
  • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices.
  • MAJOR ACCOUNTABILITIES

  • Remain flexible to changing job responsibilities and locations.
  • Process member transactions and / or new accounts or loans accurately and timely.
  • Greet members with a friendly, outgoing and positive demeanor.
  • Ensure sales and service goals are met.
  • Refer members to appropriate staff for sales opportunities and / or cross sell credit union products and services.
  • Adhere to cash, key and dual control policies and procedures.
  • Adhere to security and robbery procedures.
  • Complies with all other policies and procedures.
  • PHYSICAL REQUIREMENTS

  • Work is primarily performed within an office setting, daily business travel to branch locations is required. Must be able to tolerate periods of continuous standing / sitting. Ability to lift & carry up to 20 lbs.
  • ENVIRONMENTAL CONDITIONS

  • Subject to standard background noise found in an office environment and during travel time, subject to variable weather and traffic conditions.
  • Float Service Rep l :

    $19.7490 - $24.6863

    Float Service Rep ll :

    $21.5468 - $26.9339

    Float Service Rep lll :

    $23.9440 - $29.9300

    [job_alerts.create_a_job]

    Floater • San Diego, CA, United States

    [internal_linking.similar_jobs]
    Guest Services Rep Part Time-104020

    Guest Services Rep Part Time-104020

    Extended Stay America • San Diego, CA, United States
    [job_card.part_time]
    GSR") position must demonstrate and promote a strong commitment to providing the best possible experience for our guests. This position is responsible for assisting guests, answering phones, checkin...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Clinical RN II Labor / Delivery $45K Hiring Incentive

    Clinical RN II Labor / Delivery $45K Hiring Incentive

    Palomar Health • Escondido, CA, United States
    [job_card.full_time]
    Internal Closing Date : 10 / 20 / 2025.Internal candidates must apply by midnight on the Closing Date in order to have bidding rights. Primarily responsible for the delivery of coordinated nursing care f...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Driver - Cynch Delivery Rep

    Driver - Cynch Delivery Rep

    AmeriGas • Escondido, CA
    [job_card.full_time]
    When you work for AmeriGas, you become a part of something BIG! Founded in 1959, AmeriGas is the nation's premier propane company, serving over 1. Together, over 6,500 dedicated professionals will d...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Tow Truck Operator / Service Technician

    Tow Truck Operator / Service Technician

    California Towing & Recovery • San Marcos, CA, US
    [job_card.full_time]
    California Towing & Recovery in San Marcos, CA.Tow Truck Operator / Service Technician to join our team.In this role, you will be responsible for providing excellent customer service while safe...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Service Technician

    Service Technician

    5 ELEMENTS FIRE AND WATER SCAPES • Santee, CA, US
    [job_card.full_time]
    Pond, Lake Landscaping, and Fountain Maintenance Technician / General Laborer.We are looking for a pond, lake landscaping, water feature, or fountain maintenance technician with experience in landsca...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Hospital Billing, Follow Up & Denials Rep - Hybrid - 137620

    Hospital Billing, Follow Up & Denials Rep - Hybrid - 137620

    UC San Diego Health • San Diego, CA, United States
    [job_card.full_time]
    UCSD Layoff from Career Appointment.Apply by 12 / 01 / 25 for consideration with preference for rehire.All layoff applicants should contact their Employment Advisor. Eligible Reassignment clients should...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Hospital Billing, Follow Up & Denials Rep - Hybrid - 137620

    Hospital Billing, Follow Up & Denials Rep - Hybrid - 137620

    UC San Diego • San Diego, CA, United States
    [job_card.full_time]
    Greenwich Drive, San Diego, CA 92122, United States .Hospital Billing, Follow Up & Denials Rep - Hybrid.Filing Deadline : Wed 12 / 17 / 2025. UC San Diego values and welcomes people from all...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Central Services Manager

    Central Services Manager

    Sunbelt Rentals • San Diego, CA, United States
    [job_card.full_time]
    Sunbelt Rentals strives to be the customer's first choice in the equipment rental industry.From pumps to scaffolding to general construction tools, we aim to be the only call needed to outfit a job...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Technician III

    Technician III

    Sunstate Equipment • San Diego, CA, United States
    [job_card.full_time]
    Where Safety and People are Core Values!.We take care of our People and it shows!.Dependent on Experience, PAID WEEKLY!.Typical Schedule : Monday - Friday, Overtime based on business need.Uniforms P...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Service Tech

    Service Tech

    Water Technologies • San Diego, CA, US
    [job_card.full_time]
    Veolia is a global leader in environmental services, operating across all five continents with nearly 218,000 employees.Specializing in water, energy, and waste management, Veolia designs and imple...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Loss Reduction & Instrumentation

    Loss Reduction & Instrumentation

    Hollandia Dairy • San Marcos, CA, US
    [job_card.full_time] +1
    At this time, we are only considering local candidates who are legally authorized to work in the United States.Relocation assistance is not available for this position. MONDAYS, WEDNESDAYS AND THURS...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Float Pool RN II Vasc Access

    Float Pool RN II Vasc Access

    Palomar Health • Escondido, CA, United States
    [job_card.full_time]
    Escondido, California Poway, California.Internal Closing Date : 10 / 27 / 2025.Internal candidates must apply by midnight on the Closing Date in order to have bidding rights. Demonstrates expertise in pe...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    NDT Penetrant Level II

    NDT Penetrant Level II

    Valley Metals • Poway, CA, US
    [job_card.full_time]
    At AeroFlow Technologies, we specialize in creating complex tube and duct assemblies using high-performance materials capable of withstanding extreme pressure, temperature, and chemical interaction...[show_more]
    [last_updated.last_updated_30] • [promoted]
    PT Specialist II - Neuro / Ortho - Full-time SD COUNTY (Float)

    PT Specialist II - Neuro / Ortho - Full-time SD COUNTY (Float)

    Sharp HealthCare • Santee, CA, United States
    [job_card.full_time]
    AHA Basic Life Support for Healthcare Professional (AHA BLS Healthcare) - American Heart Association; California Licensed Physical Therapist (PT) - CA Physical Therapy Board.Hourly Pay Range (Minim...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Plumbing Service Manager

    Plumbing Service Manager

    Bill Howe Plumbing • San Diego, CA, US
    [job_card.full_time]
    Bill Howe Plumbing, Heating & Air, Restoration & Flood Services.Sky Park Ct, San Diego, CA 92123.Since 1980, we've grown to become San Diego's largest family-owned and operated full...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Customer Service Rep II

    Customer Service Rep II

    TalentBurst, Inc. • San Diego, CA, US
    [job_card.permanent]
    Responsible for the timely and accurate data entry and input of customer orders into our Enterprise Resource Planning (ERP) system. Enter and accurately process a high volume of daily orders (150 20...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Surgical Tech - CVOR - $2267.94 / Week

    Travel Surgical Tech - CVOR - $2267.94 / Week

    FlexCare • Escondido, CA, US
    [job_card.full_time]
    FlexCare is seeking an experienced Surgical Tech - CVOR for an exciting Travel Allied job in Escondido, CA.Shift : 3x12 hr days Start Date : ASAP Duration : 13 weeks Pay : $2267.Why Clinicians Choose F...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Service Technician II

    Service Technician II

    Liberty Military Housing • Lakeside, CA, US
    [job_card.full_time]
    Liberty Military Housing – Own your passion for service!.We take great pride in our highly trained team of professionals. With a blend of property management and military backgrounds, our empl...[show_more]
    [last_updated.last_updated_30] • [promoted]