Financial Services Representative I
Company: Meriwest Credit Union
Location: Milpitas
Posted on: May 23, 2023
|
|
Job Description:
Financial Services Representative IMilpitas Financial
CenterPosition Summary:Assist customers with a wide variety of
services and advise as to how best utilize company products and
services in order to meet personal financial goals and provide the
highest quality customer service.Essential Duties and
Responsibilities:Open various new accounts, process necessary
information and educate the members as to services/products
available as a result.Assist members with opening CD's and educate
members as to penalties, earnings, etc.Explain and expedite the
opening, closing, transfer, and rollover of IRA certificates.Assist
with wide variety of member services including open/close Shared
Certificates, maintain Safe Deposit Boxes, assist members with
checkbooks, process credit card/loan applications for members,
manages outgoing wires, solve fraud issues, notary, close accounts,
etc.Set up auto transfers and sign up members for ACH transfers and
wires.Provide backup to Member Services Representatives upon
request.Must comply with all company policies and procedures,
applicable laws and regulations, including but not limited to, the
Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets
Control.Please note: this job description is not designed to cover
or contain a comprehensive listing of activities, duties or
responsibilities that are required of the employee for this job.
Duties responsibilities and activities may change at any time with
or without notice.Minimum Qualifications:High School or Equivalent
required.Minimum of 1 to 3 years prior Credit Union or Banking
Experience or related experience, including preparatory
experience.Must have excellent communication skills in order to
make professional and effective presentations to members. Ability
to promote all credit union products and services to members and
overcome objections and concerns.Ability to work independently,
exercise judgment, follow instructions, and maintain a high level
of professional conduct.Strong customer service focus with previous
experience in a service industry.NMLS SAFE ACT compliant. This
position requires that you obtain, and maintain, a National
Mortgage Licensing Systems (NMLS) number as required by the SAFE
Act.Must be PC literate; experience with banking software a strong
plus.Must be able to work Saturdays 8:30am - 1:30pm.Do you want to
be valued as an employee?Employees are Meriwest's most valuable
resource. We provide competitive wages and a supportive environment
that promotes career advancement. Meriwest utilizes a grading
system to determine salary ranges for all positions. Each grade is
assigned a salary range which consists of a minimum, midpoint, and
maximum rate. The Financial Services Representative I position is a
Grade 6.Salary Range: $22.21 to $33.32Target Range: $22.21 to
$27.77 The target range for entry in a new position is between the
minimum and midpoint of the range, depending on experience and
qualifications.We also offer an excellent, fully comprehensive
benefits program, including:Medical/Dental/Vision on the first day
of employment for full-time employeesFree Long Term Care Insurance
for employeesTuition Reimbursement/Student Loan Repayment
PlanPension Plan/401KBonus and incentive potentialGenerous Paid
Time Off (PTO)/Holiday programCareer growth support and planning
programsIn-house fitness centerDiscounts on new Mortgage after 6
months of employment We are an EOE. All qualified applicants will
receive consideration for employment and will not be discriminated
against on the basis of disability or veteran status.To apply
please reference Req.
Keywords: Meriwest Credit Union, Milpitas , Financial Services Representative I, Sales , Milpitas, California
Click
here to apply!
|