Job Description

Eastridge Workforce Solutions has teamed up with one of the largest credit unions in the country that is rapidly growing to continue putting their members first with their top-notch customer service. We are looking to add a Member Financial Service Professional that will be instrumental in the growth of our branches in beautiful Southern California. Come join a team with award-winning culture, enthusiastic team members, and fantastic benefits.

RESPONSIBILITIES:

• Build relationships with members and continue to advise them on services to expand their memberships as you identify financial needs
• Assists members with opening and closing accounts, routine account-related requests, transactions,
• Will support loan activities including accepting loan applications, loan processing, and funding for Consumer & Real Estate Loans
• Ensure all the appropriate new account documentation is collected and properly documented
• Performs sales activities through outbound calls, referrals, and service calls

QUALIFICATIONS:

• High school diploma
• Strong communication skills
• Minimum of 6 months experience in a customer service or sales role
• Financial institution experience preferred
• Effective verbal and written communication skills, sales skills, and proficiency in Microsoft Word, Excel, and Outlook applications

When you work with Eastridge Workforce Solutions, you will work with a local team of recruiters that has extensive experience in finance and accounting roles.

Eastridge Workforce Solutions is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Company Description

Great benefits, room for growth and stability