SESLOC Federal Credit Union
  • Santa Maria, CA, USA
  • Hourly
  • Full Time

Medical,Dental,Vision, Life, ADD, LTD, Vacation, Sick, Holiday, Flex 125, 401(k)


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.  Bilingual English/Spanish skills preferred.

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.

*Position will be based out of the Santa Maria branch but will have responsibility to cover the Arroyo Grande Branch when needed.

EOE

 

SESLOC Federal Credit Union
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