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Posted: Monday, May 8, 2017 10:37 AM

Job Description:/h3:
(Part time : 32 hours)
Assists members in establishing memberships, share and loan accounts, and related products and services by conducting interviews, completing necessary documents and performing data entry of records in compliance with audit requirements. Processes transactions for members and frequently serves as the initial point of contact between the Credit Union and the members. Promotes optimal member engagement by providing specific, accurate and timely information to members regarding Credit Union products and services. Responsible for educating members regarding current marketing promotions, for engaging new members to become Signature Members within their first 120 days of joining the Credit Union, and for engaging existing members to deepen their product and service usage with the Credit Union. Completes applications for equity products and makes referrals for insurance services, investment services and first mortgage real estate services.
:Consistently provides a high level of service and is committed to increasing member satisfaction. Demonstrates adherence to the Branch Service and Signature Experience Standards in addition to enforcement and modeling of our Mission Statement, Core Values and Team Attributes. Promotes advocacy and takes personal responsibility to ensure that member issues are handled properly at the first point of contact. Focuses on delivering Signature Experiences and achieving successful results in the Member Experience Surveys.
:Maintains knowledge of products and services. Performs day to day transactions for members including, but not limited to deposits, withdrawals and transfers. Answers member inquiries and provides information in accordance with Credit Union policies and procedures for statement requests, stop payments, fraud claims, insurance of accounts, and other deposit account:related needs. May participate in the servicing of ATM coin and cash machines..
:Processes applications for consumer loan products, including but not limited to auto loans, credit cards, share secured loans and unsecured lines of credit. May also process applications and fundings for home equity loans and lines of credit. Serves as a member advocate throughout the loan process. Funds loans and provides basic credit review counseling for members with declined loans. Assists members with savings products, including checking and certificate accounts, money market accounts and Individual Retirement Accounts. Remains proficient in the legal aspects of accounts (e.g. trusts, fiduciary accounts, Power of Attorneys, etc.). Provides service as Notary Public.
:Targets and achieves individual goals and supports branch goals. Contributes to Wescom growth through needs:based sales and service skills to match services to member needs. Ensures optimal member engagement and a migration to appropriate delivery channels. Makes referrals for insurance services and investment services to Wescom Insurance Services and Wescom Financial Services. Takes applications for home equity products and makes referrals for first mortgages to Mortgage Loan Originators in Real Estate.
:Meets personal development and training objectives. Achieves core curriculum and required training within establish timeline. Completes Wescom University core curriculum, including required regulatory training. Mentors other team members in skill development.
:The expectation is that this position is a career path to MSR III which requires the following licensing: MSR III : Option I: An MSR licensed to assist members with life insurance and fixed annuities in conjunction with Wescom Financial Services (WFS). Option II: An MSR licensed to assist members with property and casualty insurance products in conjunction with Wescom Insurance Services (WIS). The progression should occur within 120 days as a guideline. This timeline could vary.
:Maintains proficiency in technology a


• Location: San Fernando Valley

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