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Posted: Friday, January 5, 2018 10:36 AM

Job Description:/h3:
We have two openings for a Financial Services Representative and a Senior Financial Services Representative at our Carmel Valley Branch. All of our positions include major medical, dental, and vision insurance, 401k match up to 6, Paid Time Off, 12 paid holidays, company paid life insurance, and much more...
To learn more and apply, go to:
missionfed/about:us/careers
SUMMARY: Responsible for accurately, efficiently and ethically performing all desk transactions, including, but not limited to opening new accounts, processing and funding all consumer loan applications, processing all real estate applications and resolving account issues. Consistently maintains quality service standards set by the organization. Enhances existing and potential member relationships through sales that are beneficial to members and Mission Fed by using the approved sales model.

KEY RESPONSIBILITIES:
Service and Sales:
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Proactively acknowledges all members as they enter the branch.
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Actively works on the platform opening new accounts, new shares for existing members, processing and funding all consumer loan applications and processing real estate
applications.Interviews potential and existing members to determine appropriate products and services which will meet their financial needs.
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Analyzes members financial needs and ask leading questions to effectively create qualified referrals and recommendations to business partners (i.e. Investments and Autoland).
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Performs appropriate follow:up calls to new members to ensure member satisfaction and cross:sells additional products and services that meet the members needs.
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Effectively demonstrates the various delivery services available to members, both in the branch and via remote channels. This includes, but is not limited to: Debit, ATM and Credit cards, Mission Link (including Bill Payment service), MissionLine, Missions website and Mobile Banking.
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Answers and resolves member inquiries on issues related to their account as necessary. Conducts research on member accounts, as necessary or requested.
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Actively cross:sells and properly tracks products and services referred or sold to members to meet individual and branch sales goals by directly assisting or referring the member to the appropriate representative or department according to the minimum sales standards set by Mission Fed.
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Effectively models Mission Feds established service standards at all times, striving to handle each encounter in a seamless manner. Maintains minimum Mystery Shop standards as established by Mission Fed guidelines, including asking for the business on every cross:sell opportunity.
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Actively participates in the team sales programs, contests, branch and organizational meetings, community events and business development activities as organized by the Branch or Mission Fed.
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Serves as a mentor to Tellers and USRs, sharing best practices for sales and service.

Operations and Training:
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Prepares documentation for new accounts, consumer loans and real estate loans (MLOs only) in adherence to regulatory requirements and Credit Union policy/procedures.
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Supports branch end:of:day balancing by scanning checks, providing dual control to balance the vault cash and card supplies, and totaling branch cash and checking to ensure all confidential information is secure.Researches end of day balancing challenges and supports team members.
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Ensures all protection and security measures are adhered to so that member and company assets are protected.
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Participates in community events and business development activities as organized by the branch or Mission Fed.
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Maintains up:to:date knowledge of all Mission Fed products and services, referring forward for those products not within the scope for their position.
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Maintains in:depth knowledge of and complies with all Mission Fed, departmental and security policies and procedures, as well a

Source: https://www.tiptopjob.com/jobs/76769038_job.asp?source=backpage


• Location: San Diego

• Post ID: 35474622 sandiego
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