Jobs in Santee, CA

About the role

The position of Financial Service Representative I is established to provide prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, and deepening member relationships by offering Credit Union products and services to meet members’ needs and increase member satisfaction. Maintain quality service standards set by the organization. Minimum Qualifications (Education, Experience, Skills)

What you'll bring

• High school diploma or equivalent.
• One year of banking experience to include: knowledge of member interviewing techniques, ability to identify and offer/refer products and services to meet members&rsquo
• financial needs
• or 2 years of relevant finance related experience
• or 6 months of SDCCU member facing work experience may be considered.
• Demonstrated ability and thorough knowledge of and a willingness to actively promote products and services.
• Demonstrated professional human relations, communication and organizational skills.
• College level math and financial calculation skills.
• Basic level computer skills, including MS Office applications (Word, Excel, Outlook)
• Professional appearance and demeanor.
• General knowledge of Credit Union and/or financial institution loan policies and procedures preferred.