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Floating Retail Specialist

Company: Credit Union West
Location: Glendale
Posted on: November 24, 2022

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 Floating Retail 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 tenth year in a row (2013-2022)! 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. In addition to paying competitive wages, Credit Union West also offers the following:Full-time employees receive 100% paid health, dental & vision insuranceEarn incentives up to 15%, depending on position401K plan with employer matching funds up to 5%Tuition reimbursementGym membership reimbursementPaid time off for holidays, vacation, and sick daysRemote work for various positionsDiverse and inclusive workplaceCredit Union West membership and discountsBe part of our award-winning team!POSITION PURPOSEEnhances the quality of life for our members/team members by meeting or exceeding their services expectations and building member relationships of trust and loyalty.The Floating Member Loan Specialist provides coverage to ensure continuous support of members throughout operations including branches, the Member Contact Center, and Operations Support. The individual must ensure excellence in member service and sales production. This universal sales position will assist our members with their lending needs while also performing a variety of other service functions.Works at various locations as needed to handle members requests. Consistently demonstrates behaviors that reflect the mission, core values, and service standards of the Credit Union. Meets or exceeds sales and production objectives while providing location support. Actively listens, identifies needs, and makes recommendations. Responsible for application processing and funding of consumer loans including personal, credit cards, auto, and home equity. Solicits a variety of peace-of-mind products associated with loans including Guaranteed Auto Protection, Mechanical Breakdown Protection, and Debt Cancellation. Accurately completes loan and title documents. Participates in outbound calling campaigns as needed.Opens, maintains, and closes a wide variety of membership accounts including but not limited to: savings, checking, certificate, and retirement accounts. Provides proactive and timely follow-up with members. Opens specialty accounts such as Business, Trust, and Estate. Assists members with a wide range of services such as online banking, direct deposit, automatic transfers, and account maintenance. Completes teller transactions as needed.Mentors other team members by providing direction, resources, and support. Acts as a lead in the absence of a manager and deescalates member concerns. Uses good judgment to provide overrides within permission authority. Ensures compliance and security protocols are adhered to and keeps the manager apprised of concerns. Demonstrates knowledge retention of policy and procedures when handling support calls. Provides call handling support as needed for Member Contact Center.QUALIFICATIONSEDUCATION/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 experienceSKILLS/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, Glendale , Floating Retail Specialist, Other , Glendale, Arizona

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