Sr. Financial Services Representative

Profile

u003cpu003eChevron Federal Credit Union is one of the top-run credit unions in the country u0026ndash; and one of the largest, with $4 billion in assets. Yet our corporate culture is not stuffy: the Team Spirit Committee runs fun activities and charitable events throughout the year, and work-life balance, mutual respect, diversity, and providing a voice for every employee are all important to us. As you might imagine, we provide competitive pay and great benefits, including:u003c/pu003enu003culu003enu003cliu003eBonus/incentives for all regular employeesu003c/liu003enu003cliu003e401(k) with 8% company contributionu003c/liu003enu003cliu003eMedical, dental, and vision insurance for employees and dependents paid at 80%u003c/liu003enu003cliu003ePTO and paid sabbaticalsu003c/liu003enu003cliu003eTuition reimbursementu003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eGENERAL SUMMARY:u003c/strongu003e Accurately perform branch functions while providing a high level of personal service as described below.u0026nbsp; Identify member needs and provide information and assistance in meeting them.u0026nbsp; Knowledgeably assist members with their consumer lending needs.u0026nbsp; Adhere to both individual and branch sales goals as assigned.u003c/pu003enu003culu003enu003cliu003ePerform general and vault teller functions such as: receiving and cashing checks and cash for deposits, examining checks for endorsements, accepting and processing loan payments, cashing checks, and paying out money.u003c/liu003enu003cliu003eKeep records of money and negotiable instruments involved in financial transactions, entering transactions into computer.u003c/liu003enu003cliu003eRecognize and identify memberu0026rsquo;s deposit and loan needs demonstrating through understanding of all consumer loan products.u003c/liu003enu003cliu003eInterview loan applicants to obtain personal and financial date and review loan applications for completeness.u003c/liu003enu003cliu003eAssist in managing the branch within authorized authority, and in accordance with practices as set out in policy and procedures.u003c/liu003enu003cliu003eHandle more complex member service functions.u003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eQUALIFICATION REQUIREMENTS:u003c/strongu003e u003cemu003eReasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. u003c/emu003eu003c/pu003enu003cpu003eu003cstrongu003eEDUCATION AND EXPERIENCE: u003c/strongu003eu003c/pu003enu003culu003enu003cliu003eTwo-year certificate from college or technical school, plus two to three yearsu0026rsquo; related experience and/or training.u003c/liu003enu003cliu003eEquivalent combination of education and experience may substitute for stated qualifications.u003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eSKILLS AND ABILITIES: u003c/strongu003eu003c/pu003enu003culu003enu003cliu003eAbility to read and interpret documents such as loan agreements and debt obligation documents such as judgments, liens, maintenance enforcement orders and similar instructions and processes related to debt obligations and recovery procedures.u003c/liu003enu003cliu003eAbility to maintain complete confidentiality of member, employee, and Credit Union information.u003c/liu003enu003cliu003eAccurate and efficient cash handling skillsu003c/liu003enu003cliu003eExcellent organizational skillsu003c/liu003enu003cliu003eExcellent customer service skillsu003c/liu003enu003cliu003eAbility to become a Notary Publicu003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003ePHYSICAL DEMANDS:u003c/strongu003eu003c/pu003enu003culu003enu003cliu003eWork routinely involves sitting or standing for up to eight hours per day.u003c/liu003enu003cliu003eMay include occasional pushing, pulling, or carrying objects weighing up to 20 pounds such as files and documents.u003c/liu003enu003cliu003eMust be able to speak on the telephone for several hours per day.u003c/liu003enu003c/ulu003enu003cpu003eu003cemu003eWe welcome all qualified applicants and pride ourselves on our diversity. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions of the position.u003c/emu003eu003c/pu003e,EqualOpportunityEmployerDescription:null,PayTransparencyPolicyStatement:null,MatchScore:1.0,HasApplied:false,ApplicationJobBoardName:null,ApplicationJobBoardId:null,DateApplied:null,Salaried:true,CompensationAmount:null,PublishingStatus:1,Links:[],BehaviorCriteria:[],MotivationCriteria:[],EducationCriteria:[],LicenseAndCertificationCriteria:[],SkillCriteria:[],WorkExperienceCriteria:[],JobBoardMemberships:[{JobBoardId:604b85b9-c229-47a8-8319-5b9130e7bd81,PublishedInternal:false,PublishedExternal:true,ExternalPostedDate:2020-12-11T17:11:54.406Z,InternalPostedDate:null},{JobBoardId:65f2b935-3cc9-4580-9897-1e036cf31cd3,PublishedInternal:true,PublishedExternal:false,ExternalPostedDate:null,InternalPostedDate:2020-12-11T17:11:54.406Z}],AssessmentUri:null,AssessmentStatus:null,OpportunityIsClosed:false,TravelRequired:null,TravelDescription:null,SupervisorName:null,Assessments:[],ApplicationId:null});

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