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Member Loan Specialist

Company: Credit Union West
Location: Prescott Valley
Posted on: May 21, 2023

Job Description:

Are you a self-motivated and goal-oriented individual looking to work with an organization that focuses on helping members meet their financial goals? Credit Union West is looking for applicants who are motivated to enhance our members' quality of life by offering products and services to meet their needs. Our Member Loan Specialists have the opportunity to earn incentives for sales achievements while assisting our members with loans and a variety of other services. Applicants should have a comprehensive background in service and sales.Credit Union West has been named a 'Top Company to Work for in Arizona' for the tenth year in a row ()! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction.Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following:Full-time employees receive 100% paid health, dental & vision insuranceEarn incentives up to 15%, depending on position401K plan with employer matching funds up to 5%Tuition reimbursementGym membership reimbursementPaid time off for holidays, vacation, and sick daysRemote work for various positionsDiverse and inclusive workplaceCredit Union West membership and discountsBe part of our award-winning team!POSITION PURPOSEEnhances the quality of life for our members by meeting or exceeding their service expectations. Provides high quality service, defined as ensuring prompt and accurate transactions, while utilizing a needs-based referral and selling approach that builds member relationships, trust and loyalty, delivered in a professional, member-centric environment. Responsible for providing a variety of paying and receiving functions for members in person, via phone, and through the mail. Balances each day's transactions and assigned cash and negotiables. This universal branch position primarily assists with member lending needs. Performs a broad variety of member services functions such as opening and closing accounts, certificates, and assisting members with questions and problems, providing a complete service experience. Answers members' questions regarding Credit Union services and performs a variety of account maintenance duties. Actively cross-sells Credit Union services and participates in a needs-based sales environment. Performs specific assigned tasks, assists branch team members with duties as required, and serves as a resource for other team members. Able to take responsibility for branch functions such as ATM and vault processing and balancing, branch cash ordering and cash utilization. Serves on project teams to implement efficiency changes as assigned. Acts as a branch lead in the absence of the Branch Manager/Senior Support Lead. May complete teller transactions as needed.QUALIFICATIONSEDUCATION/CERTIFICATION:High school graduate or equivalent. Notary, NMLS preferred.REQUIRED KNOWLEDGE:Thorough knowledge of Credit Union products, services, and policies.Understanding of Teller/ New Account/Lending functions.General knowledge of Loan Officer Duties.EXPERIENCE REQUIRED:Three to five years of similar or related experienceSKILLS/ABILITIES:Strong interpersonal and communication skills.Well organized.Able to operate related to computer applications and basic business equipment.Good team player abilities

Keywords: Credit Union West, Prescott Valley , Member Loan Specialist, Other , Prescott Valley, Arizona

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