SESLOC Federal Credit Union
  • San Luis Obispo, CA, USA
  • Full Time

In this position, you will establish and maintain member relationships by providing quality service and performing a variety of financial and educational services within the branch in order to achieve assigned goals. Job duties include:

  • Open new accounts, including Trust, Business, IRA, UTMA, and deferred compensation
  • Interview, compile and document loan information for credit approval on all consumer and HELOC loan products, and disburse such loans
  • Comply with regulatory and credit union policies, including collection of all required account documentation, for all account types and ensure proper disclosures are provided to members
  • Refer and coordinate cross-sell efforts with Business Lending, Residential Mortgage, and Wealth Management as appropriate
  • Provide general information about all Credit Union products and services
  • Complete all required steps in the account opening and closing process, including actively trying to retain the account 
  • Follow all daily work documentation procedures, which include check proofing and balancing daily work
  • Respond promptly to member's email and telephone requests and inquiries, while ensuring the highest quality member service standards
  • Administer DocuSign requests 
  • Assist members with remote access

The ideal candidate will possess a strong attention to detail, be well organized and have excellent communication and computer skills. Candidates must also exercise sound judgment in all situations and foster sound relationships with others.

Education/Experience: Six Months to two years of new account experience in a financial institution. Must be registered or qualify to register with the National Mortgage Licensing System & Register as a Mortgage Loan Originator (MLO) and maintain annual registration requirements.



SESLOC Federal Credit Union
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