At Priority One Credit Union we are looking for candidates with a friendly and positive attitude, a professional demeanor and work experience in customer service.
In return, we offer a competitive salary, a generous benefits package, and a goal-oriented environment. With career growth opportunities for those who demonstrate the potential and accept the challenge of responsibility.
We currently have one (1) Full-Time Financial Service Representative I position available at our Los Angeles Branch.
POSITION SUMMARY
Responsible for performing a broad variety of member services such as assisting members with bookkeeping and checking account problems. Answer’s member questions regarding Credit Union services provided and performs a variety of account maintenance. Cross-sells services and performs related receptionist and secretarial functions as required. Assists or refers members with any and all questions or problems that arise. Attends to all telephone inquiries and transactions for members. Assists and supports Financial Service Representative I and II as needed. Responsible for receiving, reviewing, and processing applications for consumer, home improvement, second mortgage, home equity, and overdraft account loans. Meets with applicants to explain credit policies and to obtain additional loan information and documentation. Assembles and evaluates loan applications and approves those that meet initial lending criteria and are within approved lending limits. Presents loan requests above the lending limit for approval as per loan. Ensures that members and prospective members are promptly and professionally served.
QUALIFICATIONS
EDUCATION:
- High school graduate or equivalent.
REQUIRED KNOWLEDGE:
- Thorough knowledge of member services and products provided.
- Understanding of member bookkeeping procedures.
EXPERIENCE REQUIRED:
- One to three years of experience as a Financial Service Representative I, similar or related experience.
SKILLS/ABILITIES:
- Cash Handling experience required.
- Solid math and bookkeeping abilities.
- Excellent communication.
- Excellent interpersonal skills.
- Well-developed sales skills.
- Able to remain calm, friendly, and professional through any and all situations.
- Thoroughness and meticulous attention to detail.
- Self-motivated and flexible.
COVID-19 Precaution(s):
- Remote interview process
- Personal protective equipment provided or required
- Social distancing guidelines in place
- Virtual meetings
- Sanitizing, disinfecting, or cleaning procedures in place