×
Register Here to Apply for Jobs or Post Jobs. X

Member Services Representative

Job in Atascadero, San Luis Obispo County, California, 93423, USA
Listing for: SESLOC Federal Credit Union Inc.
Full Time position
Listed on 2026-06-22
Job specializations:
  • Finance & Banking
    Banking & Finance, Banking Operations, Financial Sales, Bank Customer Service
Salary/Wage Range or Industry Benchmark: 40000 - 55000 USD Yearly USD 40000.00 55000.00 YEAR
Job Description & How to Apply Below

At SESLOC, it is the people that make the place. Rooted in academics, and locally headquartered for over 80 years, we are the credit union with the funny name. But to us, financial dreams and goals are serious business.

Responsibilities
  • Originate loan applications and review loan files to verify application is complete.
  • Maintain all contact with members for consumer loans to ensure loan process steps are completed.
  • Provide general information about share application process and all credit union products and services. Complete all required steps in the account opening and closing process including actively trying to retain the account. Service member needs regarding share account, trust, U.T.M.A, club accounts, business accounts, share draft, deferred compensation, IRA, and share certificates.
  • Establish, convert, or assist with complex special accounts and transactions.
  • Educate and promote credit union ancillary products.
  • Assist members with loan payments, withdrawals via check, credit card and cash advances, and transfers. Follow all daily work documentation procedures which include check proofing and balancing daily work. Perform member account maintenance as required.
  • Support members with fraud disputes and compromised memberships.
  • Respond promptly to members email, telephone requests and inquiries, ensuring the highest quality member service standards.
  • Assist members with remote access.
  • Support branch management with monthly and quarterly audits as needed.
Education and Experience

Education/

Experience:

A High School Diploma or GED and one to three years similar or related experience including time spent in preparatory positions. Position requires strong attention to detail, organization, communication, computer skills, and a passion for sales. Ability to exercise sound judgment in all situations and foster sound relationships with others. 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.

Equal

Opportunity Employment

EOE

All job offers extended to final candidates at SESLOC Credit union are conditional pending the successful completion and acceptable results of background checks and signing an Arbitration Agreement as a condition of employment. Background checks include a bond check, a credit check, a criminal history check, reference checks. Signing an Arbitration Agreement is a condition of employment.

#J-18808-Ljbffr
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)
0
200
Filters
Education Level
Experience Level (years)
Posted in last:
Salary