Mission City Federal Credit Union seeks a qualified candidate to join our team. To be considered for this position, you will need to have a demonstrated record of member/customer service excellence in the financial services industry.
Role
Serves as a primary source to handle member inquires, requests or processing of new transactions. Conduct new account and loan interviews with the ability to profile member needs and use good judgment on recommendation of credit union products and services. Performs assigned cash handling duties associated with the processing of member transactions and inquiries. Responsible for Business Development efforts within the community.
Major Duties and Responsibilities
- Provides assistance to new and existing members with regard to all credit union products and services (includes all deposit products, lending products and investment opportunities available).
- Cross-services appropriate products and services to help meet member financial needs and assigned cross-servicing goals.
- Processes loan requests, including applications, documentation and disbursal, when necessary. Notifies members when a loan is declined.
- Opens new membership, checking, money market, investment certificate, Trust, and carries out requests on deceased accounts and fraud situations.
- Responsible for Business Development efforts within the community by building relationships, canvassing, attending events, occasionally conducting presentations and other similar activities. When attending business development activities.
- Solely responsible for the security and balancing of assigned cash reserves and negotiable items at all times. Maintains cash levels, key controls and dual controls in accordance with company policy.
- Must comply with all credit union 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.
Knowledge and Experience
Possess a broad knowledge of financial products and services, and preferred experience with the lending process, documentation, and DMV regulations.
Hours:
- Monday - Friday: 8:30 AM to 5:00 PM
Our Benefits Package:
- Highly Competitive Compensation
- Medical, Dental and Vision Benefits
- Employee Assistance Plan, Disability Plan, Flexible Spending Plan and Life Insurance
- Generous Paid Time Off and Sick Time
- 401(k)
- Business Casual Dress
About MCFCU:
Mission City Federal Credit Union is a small-but-mighty financial cooperative. We were founded in 1959 by a handful of Santa Clara City Employees who shared the common vision of people helping people, and the belief that dreams do come true. As a group of city employees earning humble pay, they came together, pooled their resources, and created financial opportunities for each other that they wouldn’t be able to obtain individually. Decades later the credit union has grown, but the original values remain intact. Strengthening our members’ financial health remains to be our highest calling.
Job Type: Full-time
Pay: $31.00 - $37.00 per hour
Physical Setting:
Experience:
- banking: 1 year (Required)
- financial service advisor (personal banker): 1 year (Required)
Work Location: In person
