We are recruiting for a Member Relationship Specialist (32.5 hours per week) for our Winters Branch. If you thrive on providing top-notch service, love helping your community, and enjoy teamwork, then we might be a great fit for each other.

GENERAL COMMENT: The overriding purpose of every team member is to assist the credit union to live out our mission, “To help Yolo County achieve financial success and build wealth.”

SERVICE PROMISE: I will uphold the mission of Yolo Federal Credit Union and pledge my allegiance to The Yolo Alliance.  I will be accountable, adaptable, ambitious, authentic, and awesome.  I will commit myself to the prosperity of our community and demonstrate integrity in every interaction.

RESPONSIBILITIES: To play a vital role in helping our members achieve financial success and build wealth. Provide excellent member service through building genuine relationships with members, learning their financial goals, and finding ways to benefit them.

• Primary responsibilities are to provide high quality member service by conducting teller transactions in an efficient and accurate manner.
• Possess an effective knowledge of our products and services with special emphasis on how each will improve our members' financial success.
• Welcome walk-in members with a professional and courteous greeting. 
• Receive and pay out currency, keep accurate records of currency and negotiable instruments involved in financial transactions, and participate in all sales promotion and marketing campaigns as directed. Identify and act upon additional cross-sell opportunities.
• Balance currency, coin, and checks in cash drawer at end of each shift and adhere to cash balancing standards.  Maintain accurate records of transactions and account for all receipts and disbursements.
• Perform routine clerical support tasks related to the teller function including but not limited to opening/distributing mail, stuffing envelopes, and processing address or email change requests.
• Comply with all applicable procedures, policies and regulations and ensure proper customer identification and verification of signatures.
• Exercise sound judgment and discretion within limits and work with relative independence to accomplish work tasks. Questionable or non-routine transactions may be referred to supervisor or lead teller.
• Operate and maintain equipment such as coin sorter, night depository, Cash Recycler (ECR) and Automated Teller Machine (ATM).
• Assist members with safe deposit boxes and ensure that agreements are complete and accurate according to policy.
• Accept orders for checks, ATM/Debit cards, Visa cards, and electronic wires by ensuring that required forms are accurate and complete.
• Adhere to all security and safety policies and procedures, including following safety protocol while entering or exiting a branch. Effectively conduct needs-based interviews with current and potential members to cross-sell appropriate products and services.
• Provide high quality member service and build relationships through sales activities which include but are not limited to new accounts, soliciting, accepting and processing loan applications, and conducting other member account transactions in an efficient and accurate manner.
• Process loan requests for all consumer loans (via in person or online) and offer insurance products such as credit insurance and GAP insurance, when appropriate.
• Complete documentation and finalize loans while ensuring that the member understands the terms of the loan agreement and their debt responsibilities. Ensure loan agreements are complete and accurate according to lending policy.
• Regular and punctual attendance is an essential function of this position.

PERK INFORMATION:

*HIRING PERK—Hiring Perk of $500.00_ is structured in the following manner:_ $200.00 payable to new hire as part of their first regular paycheck with Yolo Federal Credit Union. $300.00 is payable upon completion of 6 months of employment and will be added to employees payroll on the first regular pay cycle following that date. Hiring perk applies only to new hires who had offers made after 10/11/2021.

*WELLNESS PERK—Wellness Perk of $200.00 payable to new hires in their first regular paycheck with Yolo Federal Credit Union if they are able to provide proper documentation that they are fully vaccinated and boosted (if eligible for booster) against COVID-19 within their first 3 days of employment. Wellness perk applies only to new hires who had offers made after 01/12/2022.

REQUIREMENTS:

QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION AND/OR EXPERIENCE: High school diploma or general education degree (GED) required along with a minimum of one year experience in a customer service related role. Prior working experience with a credit union or financial institution preferred.

LANGUAGE SKILLS: Ability to read and interpret documents such as operating policies and procedure manuals.  Ability to comprehend instructions, correspondence, and memos.  Ability to write basic correspondence and reports as well as effectively present information in one-on-one and small group situations to the public, members, and other employees.

MATHEMATICAL SKILLS: Ability to effectively count currency and negotiable instruments and calculate figures and amounts such as discounts, interest, and percentages.  Ability to apply concepts of basic algebra.

PHYSICAL DEMANDS: While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear.  The employee must occasionally lift and/or move up to 25lbs.  Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus.