Personal Banker / Financial Services Representative (Santa Ana)

General Summary

The Financial Service Representative (FSR) is based in a branch. This position works within established guidelines to perform sales and service activities. Provides prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, as well as cross-selling Credit Union products and services to meet members' needs and increase member satisfaction. Maintains quality service standards set by the organization while meeting or exceeding monthly assigned sales goals.

Principal Accountabilities (95%) :

Member Experience :

• Develops member relationships by providing high-quality sales and service to each individual member and works with new and existing members to identify their financial needs, and assists them in the selection of the appropriate financial products and services.
• Provides an exceptional service experience consistent with Credit Union standards; resolve member complaints quickly and accurately; responds to member inquiries on the phone and in person.
• Provides timely closing of loans through consistent follow-up of loan approvals.
• Directly responds to member's inquiries timely and accurately via telephone, mail, email, or an internal referral.
• Develop, expand and retain member relationship in order to increase member satisfaction.
• Adhere to CCU's Member Experience Playbook, SLA's and Corporate initiatives.
• Follow the retail branch's escalation process.

Opens new accounts :

Originates and funds consumer loans :

Business Development :

Other Accountabilities (5%) :

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required.

Position Requirement and Qualifications :

Abilities :

Must be skilled in the following areas :

Knowledge, Education, Certifications, Licenses :

Experience :

Working Conditions and Physical Demands :

Work is performed in a general office environment. This position does not require significant physical efforts. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Refer to the Safety & Health Policy found in California Credit Union's Employee Handbook & Resource Guide.

EOE

Monday-Thursday, 9 : 00 a.m.-5 : 00 p.m., 6 : 00 p.m. (Friday), Saturday, 9 : 00 a.m.-2 : 00 p.m.

40 hours / week