Top 57 Membership representative Jobs in Santa Rosa, Ca

Financial Services Representative - Bilingual + Floating
Community First Credit Union —Santa Rosa, CA
- $23.94 - $28.77 an hour
- Full-time
- Spanish
- Computer literacy
- Mid-level
- Wellness program
- Health savings account
Quick Apply
Deputy Public Defender I - Extra Help
County of Sonoma —Santa Rosa, CA
- $67.30 - $81.81 an hour
- Writing skills
- Pass drug screening
- Public speaking
- Paid parental leave
- Health savings account
SC Sports Attendant
POPPY BANK EPICENTER —Santa Rosa, CA
- $18.21 - $19.50 an hour
- Part-time
- Bilingual
- 18 years or older
- Ability to lift 50 pounds
12d
Participant Service Coordinator (Part Time)
Catholic Charities of the Diocese of Santa Rosa —Santa Rosa, CA
- $27 - $30 an hour
- Part-time
- Spanish
- Computer literacy
- English
Participant Advocate (Palms)
Catholic Charities of the Diocese of Santa Rosa —Santa Rosa, CA
- $22.30 - $24.05 an hour
- Spanish
- Computer literacy
- English
Membership Sales Representative
National Federation of Independent Business (NFIB) —Petaluma, CA
- $80,000 - $200,000 a year
- Full-time
- Entry level
- Under 1 year
- Paid training
- Mileage reimbursement
Quick Apply
Participant Advocate (Swing)
Catholic Charities of the Diocese of Santa Rosa —Santa Rosa, CA
- $22.30 - $24.05 an hour
- Spanish
- Computer literacy
- English
Parish Coordinator (Part Time)
Catholic Charities of the Diocese of Santa Rosa —Santa Rosa, CA
- $29.00 - $32.50 an hour
- Part-time
- Remote
- Writing skills
- Public speaking
- Mid-level
Participant Advocate (Swing) SJH
Catholic Charities of the Diocese of Santa Rosa —Santa Rosa, CA
- $22.30 - $24.05 an hour
- Spanish
- Computer literacy
- English
Administrative Services Coordinator
North Coast Builders Exchange —Santa Rosa, CA
- Up to $27 an hour
- Full-time
- Spanish
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
12d
Agribusiness Loan Processor
American AgCredit —Santa Rosa, CA
- $52,567.77 - $86,211.15 a year
- Weekends as needed
- Hybrid work
- Word processing
- Research
- Mid-level
- Paid holidays
- Disability insurance
Participant Advocate (Lake County)
Catholic Charities of the Diocese of Santa Rosa —Santa Rosa, CA
- From $22.30 an hour
- Spanish
- Computer literacy
- English
Membership Sales Representative - Elite
National Federation of Independent Business (NFIB) —Healdsburg, CA
- $80,000 - $200,000 a year
- Full-time
- Leadership
- Entry level
- Paid training
- Mileage reimbursement
Quick Apply
Part-Time and Full-Time Lateral Public Safety Dispatcher II
City of Rohnert Park, CA —Rohnert Park, CA
- $32.64 - $43.80 an hour
- Part-time
- Writing skills
- Basic math
- English
- Flexible schedule
- Retirement plan
Case Manager, Housing
Catholic Charities of the Diocese of Santa Rosa —Santa Rosa, CA
- From $27 an hour
- Spanish
- Addiction Medicine
- Computer literacy
- Health insurance
Hospitality & Events Manager
The Napa Valley Reserve —Saint Helena, CA
- $85,000 - $95,000 a year
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Inventory management
Quick Apply
Program Manager, Homeless Services Lake County
Catholic Charities of the Diocese of Santa Rosa —Santa Rosa, CA
- $70,720 - $85,280 a year
- Remote
- Spanish
- Computer literacy
- HIPAA
Participant Advocate (HAS)
Catholic Charities of the Diocese of Santa Rosa —Sonoma, CA
- $22.30 - $24.05 an hour
- Spanish
- High school
- Computer literacy
5d
Promontory Hospitality Administrator
Promontory —Napa, CA
- $31.50 - $35.00 an hour
- Weekends as needed
- Microsoft Word
- Microsoft Outlook
- Mid-level
- Health savings account
- Paid holidays
Quick Apply
Accounting Specialist
North Coast Builders Exchange —Santa Rosa, CA
- From $30 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
12d

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Financial Services Representative - Bilingual + Floating

Community First Credit Union -
Santa Rosa, CA

Quick Apply

Job Details

Full-time
$23.94 - $28.77 an hour

Benefits

Wellness program
Health savings account
Dependent care reimbursement
Health insurance
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Paid time off
401(k) 5% Match
Employee assistance program
Vision insurance
401(k) matching
Opportunities for advancement
Bereavement leave
Life insurance
Referral program

Qualifications

Computer operation
Financial services customer support
High school diploma or GED
Financial product expertise
Computer skills

Full Job Description

***Must be bilingual and have reliable transportation at this position will float between the Santa Rosa (College Ave) and Guerneville (Main Street) Branches***

Position Summary: Open and process new account memberships and loans within regulatory and company policy and procedures. Possess a full understanding of all credit union products and services to ensure opportunities to deepen member relationships are identified during all member interactions. Educate members on the benefits of digital banking services. Actively pursues opportunities for new business and supports credit union strategic goals. Performs all duties of the MSR role as necessary to support branch needs. Provides support for branch management in the training of staff.

Essential Duties and Responsibilities:

Member Relations (50%):

New Account Processing & Account Maintenance

Perform all New Account processing and account maintenance as required by CFCU standards.
Perform all file maintenance functions, including placing proper and accurate share comments according to CFCU standards.
Account knowledge in the set up and maintenance of non-standard account types; trusts, fiduciaries, power of attorney, court blocked, estate accounts, rep payee, CUTMA etc
Perform all duties related to IRA accounts handling; including but not limited to opening, closing, rollovers, transfers, RMDs, contributions, and distributions

Direct Loan Processing

Accountable for answering the Direct Loan Queue and ensuring a 5% or less abandonment ratio.
Answer questions regarding lending needs and requests; have a working knowledge of CFCU lending guidelines in accordance with CFCU policies and procedures.
Process, close, fund and disburse loans as needed.
Manage loan applications in process to ensure a swift loan life cycle and excellent communication.
Accurately collect all DMV paperwork based on loan product requirements.
Cross-sell additional loan products, services and promotions, e.g. GAP, Debt Protection, and other TruStage insurance products to deepen member relationships

Member Service

· Safeguard confidential member data by following all credit union policies and procedures including the Member Identification Program requirements.

Perform and comprehend all functions of the MSR role.
Perform superior service dependably and accurately, cross-selling CFCU products and services at every opportunity, always demonstrating member service standards.
Provide account information in person, over the telephone, via e-mail and video as needed.
Provide mentorship, training and guidance to MSR role.
Proactive and timely follow-up of all member interactions
Working knowledge of online banking, bill pay, and other electronic services for cross-selling, resolving member issues, and assisting co-workers as needed.
Educate and promote digital banking and the benefits to our membership.

Transaction Processing

Perform all functions of the MSR role
Assist with MSR transactions, balancing and research as needed
Ability to fill/balance/ and troubleshoot teller cash recyclers, ATM’s and Vault as needed

Organizational Relations (30%):

Collaborate with team members and other departments to ensure seamless member service
Provide staff support, training, answering questions, solving problems, helping with complex transactions and member escalations in a professional manner according to CFCU policies and procedures.
Effectively communicate with members, vendors and colleagues at all levels of the organization.
Attend and participate in regular departmental and company-wide meetings and trainings.
Perform other duties as assigned

Compliance (20%):

Ensure compliance with all regulatory requirements and credit union policies and procedures.
Assist in auditing new accounts and loans. Activity monitoring audit finding and exceptions from various departments.
Adhere to CFCU clean desk and security policies.
Address internal and external audit findings.

Required Knowledge, Abilities, and Education:

Perform all prior level expectations, independently.
Provide excellent member service; via verbal, listening and written communication.
Excellent organization and team skills.
Computer literate; ability to navigate multiple systems including Microsoft software programs
Working knowledge of all CFCU account types, loan products and services.
Notary (or ability to become one within 90 days) is required
Signature Guarantee / Medallion Stamp (training provided)
Ability to:
Travel to a variety of branch locations as needed for coverage
Available for flexible work hours
Saturday rotation via Phone, In-Person or Video appointment as needed.
Six months or longer as CFCU MSRII or two plus years financial services industry position
High school diploma or equivalent.

Beneficial Education and Experience:

Customer and/or retail experience
Bilingual (Spanish) preferred

Physical Factors:

Prolonged sitting throughout the workday with occasional mobility required.

Corrected vision within the normal range.

Hearing within normal range. A device to enhance hearing will be provided if needed.

Ability to lift 15 lbs. as may be required.

Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc.

Job Type: Full-time

Pay: $23.94 - $28.77 per hour

Benefits:

401(k)
401(k) 5% Match
401(k) matching
Bereavement leave
Dental insurance
Dependent care reimbursement
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Opportunities for advancement
Paid time off
Referral program
Tuition reimbursement
Vision insurance
Wellness program

Experience:

Financial Institution or Credit Union: 2 years (Required)

Work Location: In person

Quick Apply

Refine Your Search

membership representative jobs in santa rosa, ca

Financial Services Representative - Bilingual + Floating

Deputy Public Defender I - Extra Help

SC Sports Attendant

Participant Service Coordinator (Part Time)

Participant Advocate (Palms)

Membership Sales Representative

Participant Advocate (Swing)

Parish Coordinator (Part Time)

Participant Advocate (Swing) SJH

Administrative Services Coordinator

Agribusiness Loan Processor

Participant Advocate (Lake County)

Membership Sales Representative - Elite

Part-Time and Full-Time Lateral Public Safety Dispatcher II

Case Manager, Housing

Hospitality & Events Manager

Program Manager, Homeless Services Lake County

Participant Advocate (HAS)

Promontory Hospitality Administrator

Accounting Specialist

I want to receive the latest job alert for membership representative in santa rosa, ca

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