Member Relationship Specialist (Banker)

JBA International

Petaluma, CA

Job Title

Essential Functions

Provide excellent service to all members, volunteers, internal employees, and service providers.

Cross-sell RCU and RCUSG products and services.

Open accounts and match member needs to RCU and RCUSG products and services.

Determine the appropriate loan product(s) to meet the member(s) needs.

Obtain information from member to complete loan application; examine and collect proper loan documents.

Complete loan-funding process and recommend additional products or services to meet member needs.

Research member questions, problems, and complaints and respond with accurate information.

Safeguard member information and ensure confidentiality by following established policy and procedures.

Transactions

Perform file maintenance on all types of accounts.

Perform accurate teller transactions and reconcile cash nightly.

Teamwork and Other Functions

Conduct audits of credit union documents and files.

Answer phone and efficiently complete phone requests.

Participate in branch, departmental, and company meetings.

Perform branch opening and closing duties.

JBA International

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Vacancy posted 19 hours ago

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