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Member Loan Specialist

Company: Credit Union West
Location: Sun City West
Posted on: August 6, 2022

Job Description:

Job Description Are you a self-motivated and goal-oriented individual looking to work with an organization that focuses on helping members meet their financial goals? Credit Union West is looking for applicants who are motivated to enhance our members' quality of life by offering products and services to meet their needs. Our Member Loan Specialists have the opportunity to earn incentives for sales achievements while assisting our members with loans and a variety of other services. Applicants should have a comprehensive background in service and sales.Credit Union West has been named a ‘Top Company to Work for in Arizona' for the ninth year in a row (2013-2021)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction.Credit Union West continuously looks for ways to improve employee satisfaction and experience. We recently raised our minimum hourly wage to $20 per hour. In addition to high paying wages, Credit Union West also offers the following:

  • Full-time employees receive 100% paid health, dental & vision insurance
  • Earn incentives up to 15%, depending on position
  • 401K plan with employer matching funds up to 5%
  • Tuition reimbursement
  • Gym membership reimbursement
  • Paid time off for holidays, vacation, and sick days
  • Diverse and inclusive workplace
  • Credit Union West membership and discounts
  • $200.00 Wellness Reward for Fully Vaccinated Employees (new employees must be fully vaccinated within 90 days of hire to earn reward) Be part of our award-winning team! POSITION PURPOSE Enhances the quality of life for our members by meeting or exceeding their service expectations. Provides high quality service, defined as ensuring prompt and accurate transactions, while utilizing a needs-based referral and selling approach that builds member relationships, trust and loyalty, delivered in a professional, member-centric environment. Responsible for providing a variety of paying and receiving functions for members in person, via phone, and through the mail. Balances each day's transactions and assigned cash and negotiables. This universal branch position primarily assists with member lending needs. Performs a broad variety of member services functions such as opening and closing accounts, certificates, and assisting members with questions and problems, providing a complete service experience. Answers members' questions regarding Credit Union services and performs a variety of account maintenance duties. Actively cross-sells Credit Union services and participates in a needs-based sales environment. Performs specific assigned tasks, assists branch team members with duties as required, and serves as a resource for other team members. Able to take responsibility for branch functions such as ATM and vault processing and balancing, branch cash ordering and cash utilization. Serves on project teams to implement efficiency changes as assigned. Acts as a branch lead in the absence of the Branch Manager/Senior Support Lead. May complete teller transactions as needed. QUALIFICATIONS EDUCATION/CERTIFICATION: High school graduate or equivalent. Notary, NMLS preferred. REQUIRED KNOWLEDGE: Thorough knowledge of Credit Union products, services, and policies. Understanding of Teller/ New Account/Lending functions. General knowledge of Loan Officer Duties. EXPERIENCE REQUIRED: Three to five years of similar or related experience SKILLS/ABILITIES: Strong interpersonal and communication skills. Well organized. Able to operate related to computer applications and basic business equipment. Good team player abilities

Keywords: Credit Union West, Sun City West , Member Loan Specialist, Other , Sun City West, Arizona

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