Financial Services Rep - Member Engagement Center (San Diego)
North Island Credit Union
Provide exceptional member service; using Automated Decision Systems, process loan applications and fund loans; establish new memberships and open new accounts. Respond to member inquiries timely and accurately. Actively promote, explain and cross-sell credit union products and services, and actively participate in all promotional/referral programs. Develop, expand and retain member relationships. Coordinate sales efforts with the appropriate department (Insurance, Financial Services, etc.) as needed. Achieve assigned goals. Principal Accountabilities Assumes responsibility for exceptional member service; adherence to all Regulatory/Compliance policies and ability to manage associated risk; accurate and timely input of all new account and loan information; provide regulatory disclosures to all members. Provide exceptional member service. Extensive knowledge of credit union products, services, policies and procedures and refer our members’ appropriate products and services that will benefit their financial needs. Comprehensive knowledge of lending products and regulations. Accurately quote rates, terms and fees. Accurate and timely processing of loan applications, including Automated Decision Systems and any subsequent processes, associated with resulting decision. Ensure all required forms are properly completed and signed. Inform member of loan decision. Timely and accurate funding of approved loans. Provide required disclosures. Follow-up on pending loans in the Branch queue on a daily basis, as assigned by Branch Manager or delegate. Ensure comments are updated regularly and information is thorough. Accurate and timely set-up of all account types and services including Payroll Deduction, Direct Deposit, ATM or Visa check card, etc. Provide required disclosures. Responsible for initiating retention effort on large withdrawals and account closeouts. Refer to Management staff for additional retention assistance. Address and resolve member’s concerns and inquiries. Coordinate interaction with other departments, as needed. Control and safeguard assigned cash drawer, keys and combination. Must comply with all State and Federal regulations that pertain to the job functions. Assumes responsibility for the promotion of credit union products and services and the attainment of all assigned sales goals. Participate in all CCU promotion/referral programs and meet assigned sales goals. Prepare and submit accurate sales tracking reports in a timely manner. Identify member financial needs to maximize cross-sell opportunities. Secondary Accountabilities Performs other duties as assigned. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required. Qualifications Education/Certification High school graduate with some college – AA preferred. Required Knowledge PC literate, including word processing/spreadsheets (Microsoft Word and Excel preferred). Knowledge of regulations related to financial institutions. Experience Required Two years customer service/sales experience in a financial institution. Knowledge of regulations related to financial institutions. Skills/Abilities Excellent verbal and written communication skills. Excellent sales skills. Working Environment/Conditions The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate in a general business office with daily interaction with members, co-workers, and management. May include sitting for extended periods of time, frequent up/down motion, reaching downward or overhead from a sitting position, stooping, or bending. #J-18808-Ljbffr North Island Credit Union
$22.88 - $28.73 per hour
...application process. Full Time Clerical San Diego, CA, US 4 days ago Requisition ID: 130... ...General Summary Provide exceptional member service; using Automated Decision Systems, process... ...the appropriate department (Insurance, Financial Services, etc.) as needed. Achieve...SuggestedHourly payFull timeWork at officeMonday to Friday- ...Fargo, we're more than a financial services leader - we’re a global trailblazer... ...service with growth. As a member of a leading financial... ...well-being and deepen engagement Lead discovery-driven conversations... ...Location(s): 5624 Mission Center Road, San Diego, CA 92108 3505 Sports...SuggestedFull timeWork experience placementFlexible hours
$23 - $31 per hour
...right banking products, services, and digital tools to help... ...conversations that support financial well-being and deepen engagement Lead discovery-driven... ...s): ~5522 Balboa Ave., San Diego, CA 92111 ~4727B... ...CA 92123 ~5624 Mission Center Road, San Diego, CA 92108...SuggestedWork experience placementFlexible hours- ...will be supporting the Central San Diego region. The position of... ...efficiently and accurately on member accounts. Provides prompt, professional... ...Credit Union products and services to meet members needs and... ...knowledge of Credit Union and/or financial institution loan policies and...SuggestedFull timeWork experience placementMonday to FridayNight shift
$24.7 - $33 per hour
...Coordinator, Westfield UTC, San Diego At CHANEL, we... ..., and courteous service while handling... ...other team members on client escalations... ...legacy of cultural engagement. Global support includes... ...at Lincoln Center. Fondation CHANEL... ...partnerships with financial and technical...SuggestedTemporary workFlexible hours$19.5 - $20.5 per hour
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...delivering extraordinary customer service while maintaining a strong... ...a deep understanding of financial markets and sound business judgement... ...on‑site health and wellness centers, a retirement savings plan,... .... Base Pay and Locations San Diego, CA - $70,320.00 - $70,320.00...$60k - $75k
...Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather... .... The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized...Work at officeWork from home$28.85 - $33.65 per hour
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...Finance and SOX Data Analyst job at Intuit. San Diego, CA. Overview We are looking for an... ...strong background in BI development, for financial reporting operations and implementing data... ...applicable international and financial service sector‑specific data compliance,...Work experience placementLocal area$18 - $21 per hour
...Sales Associate, San Diego (Part-Time) San Diego, California SweatHouz is... ...delivers an outstanding sales and service experience to all guests and members. This role involves building strong... ..., and ensuring a welcoming and engaging environment. The Sales Associate plays...Full timePart timeLocal areaFlexible hours$19.75 - $20.75 per hour
...the retail experience for our San Diego store. In this role, you'... ...of experience in a retail (or service-oriented) environment ~... ...benefits for our full-time team members (with fully company-paid options... ...our culture and employee engagement, including accolades from LinkedIn...Hourly payFull timePart timeFlexible hoursShift workAfternoon shift- ...Education Coordinator to support Mane's growing presence in the San Diego market. This flexible, contract-based role will be critical in... ...Advisors and store leadership teams, ensuring they feel educated, engaged, and excited about Mane Lead impactful education sessions (...Hourly payContract workFor contractorsFreelanceFlexible hours
$132.76k - $228.95k
...an Oncology Account Specialist (OAS) in San Diego, Ca market for the Gynecology/Genitourinary... ...your deep disease-area expertise to engage healthcare professionals through diverse... ...partners. Work with peer field team members to identify cross-brand engagement opportunities...Temporary workLocal area- ...Customer Service Representative in San Diego Airport How would you like to take the knowledge you already... ...on employee happiness and employee engagement. Our team of highly skilled and... ...Partner with port authorities, crew members, and airline personnel to ensure a...
$3,000 - $10,000 per month
...Consultant Jaguar Land Rover San Diego is looking for a... ...Automotive Sales Consultant to engage with customers, understand their... ...satisfaction. Collaborate with team members to enhance the customer... ...sales or a related customer service role preferred. Strong interpersonal...Full timeTemporary workPart timeLocal areaFlexible hours- ...Job Description The Herms San Diego Boutique opened in 2008 and focuses... ...on providing extraordinary service to clients as a part of the... ...being Herms craftspeople engaged in making artisanal products,... ...support our individual team members personal and professional success...Permanent employmentWorldwideFlexible hours
$18 per hour
...Paradies Lagardere/San Diego International Airport Sales Associate/Cashier Job Category... ...Statement, which includes providing First Class Service to both internal and external customers.... ...interest Team Player: Works well as a member of a group Dedicated: Devoted to a task...Full timePart timeShift workWeekend workAfternoon shiftEarly shift$17.75 per hour
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...Specialist) - University Town Center San Diego Are you excited to... ...professional, gracious, friendly and engaging manner at all times (80%) ·... ...effectively with team members and guests · Process information... ..., please contact the HR Service Desk at 1.860.394.3769. Please...Hourly payPart timeSeasonal workLocal areaImmediate startNight shift- ...banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in... ...service recommendations. Engage in clear, polite, consultative... ...coverage, on-site health and wellness centers, a retirement savings plan,...Immediate startAfternoon shift
- ...advice tailored to suit their financial needs. As a Private Client... ...the best products and services for their needs Partners with... ...products. Our mission is to create engaged, lifelong relationships and... ...on-site health and wellness centers, a retirement savings plan, backup...Immediate startAfternoon shift
- ...common purpose to help make financial lives better through the power... ...This job is responsible for engaging clients in the lobby to educate... ...transactions through self-service resources, such as mobile banking... ...and the specific Financial Center location will be based on business...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Skills/Responsibilities Guest Service Superstar: You bring the... ..., check-ins, check-outs, and financial details? No problem. You keep... ...PROPERTY INFORMATION: The Westin San Diego Bayview offers a modern,... ...travelers and staff. Team members support a mix of business and...Daily paidFull timeTemporary workWork at office
$158.95k - $220k
...Neurology Medical Account Specialist (MS) engages Neurology specialists and key... ...across diverse care settings (e.g., academic centers, large group practices, IDNs, and community... .... When & Where Field Based Location: San Diego (Metro), CA Discover Your Role Engage...Local area
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