SanJoseCARecruiter Since 2001
the smart solution for San Jose jobs

Financial Services Representative I - San Jose

Company: Meriwest Credit Union
Location: San Jose
Posted on: June 12, 2021

Job Description:

Financial Services Representative I - Req. #3357

Contact Center

San Jose

Position Summary

Provides personalized service to members via alternate channels (phone, email. web, fax, chat and in person) in order to attract, enhance, and retain member relationships. Incorporates Service Plus into all aspects of member contacts and continually builds relationships with members in order to retain and increase memberships. Further enhances these relationships through the cross-selling of products and services to meet all the members' financial needs. Understands the detailed features and benefits of all products and services available and presents them in a professional manner. Strives to meet assigned goals. Supports the Credit Union in all Initiatives with a positive attitude and willingness to get the job done.

Essential Duties and Responsibilities

Assists members in opening all checking, savings, and certificate products and provides members with dividend projections by the use of the system calculation form.

Ability to analyze member's financial needs and ask leading questions to effectively cross-sell products and services.

Answers questions about accounts and troubleshoots any problems/concerns that may arise during the conversation.

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 with a minimum of 1 year experience in new accounts and products sales.

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. We also offer an excellent, fully comprehensive benefits program, including:

  • Medical/Dental/Vision on the first day of employment for full-time employees
  • Free Long Term Care Insurance for employees
  • Tuition Reimbursement/Student Loan Repayment Plan
  • Pension Plan/401K
  • Bonus and incentive potential
  • Generous Paid Time Off (PTO)/Holiday program
  • Career growth support and planning programs
  • In-house fitness center
  • Discounts 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. #3357

Keywords: Meriwest Credit Union, San Jose , Financial Services Representative I - San Jose, Other , San Jose, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

San Jose RSS job feeds