Member Services Specialist - Santa Ana, United States - SchoolsFirst FCU

SchoolsFirst FCU

Verified Company

Santa Ana, United States

1 week ago

Posted by:

Mark Lane

beBee recruiter

Description

We're always looking for diverse, talented, service-oriented people to join our exceptional team.

Member Services Specialist

Pay Range:
$ $41.25

Scheduled Weekly Hours:
40

What You'll Be Doing
Relied upon as a branch specialist in the area of real estate, consumer loans, insurance and/or retirement/investments.

Responsible for maintaining a comprehensive knowledge of credit union departments, products, services, policies and procedures to provide accurate information to all Members and prospective Members while negotiating resolution of complex inquiries and disputes.

Responsible for processing moderately difficult financial transactions on Member's accounts, resolving Member issues, evaluating and identifying the Member's financial needs using consultative service skills, and originating new accounts or making targeted referrals to internal business partners that result in deeper relationships, high levels of Member satisfaction, and increased growth for the Credit Union.
Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement. Seeks to "deepen Member relationships" by asking the right questions, analyzing their financial position in order to determine and recommend the right product fit to expand the number of products and services utilized by existing Members.
Provides suggestions for streamlining department and credit union operations. Assists with completing projects and reports related to the department. Performs other related duties as assigned or requested.
Assists the branch with training of new teammembers and cross training of existing teammembers in area of specialty; keeps up to date with policy/procedure updates.
Maintains an updated and faultless FINRA Form U4 by completing all necessary continuing education training in addition to annual Firm Element Training and annual recertification when applicable.
Has a thorough knowledge of Credit Union policy and procedures, as well as state and federal regulations in area of specialty.

Additional Job Functions

Performs other duties as assigned
Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions

Qualifications

High School Diploma or GED required
Associate's Degree preferred
57 years of previous related experience required
13 years MSR III experience preferred
Depending on specialty and need of branch, the following courses and/or certification may be required:
CSS Certification
Consumer Lending Authority
Art of Underwriting
Intermediate Real Estate training
Real Estate Certification Program when applicable
Registered with the Nationwide Mortgage Licensing System and Registry as a mortgage loan originator in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act (the "SAFE Act") when applicable.
FINRA Series 6 or 7, and 63 when applicable
Personal Lines Broker License

Knowledge, Skills, and Abilities

Demonstrated ability to make loan decisions in a high volume environment when applicable.

SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring
SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion.

SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.

This organization participates in E-Verify.