Member Sales Support - Relationship Specialist Onsite CA

Member Sales Support - Relationship Specialist II

Location:

Southern California
•

Employment Type:

Full‑time
• Onsite.

Sign‑on bonus available for eligible external applicants! Contact us today to learn more.

• Consult with members to identify needs and offer solutions, following up on pending transactions.
• Hold meaningful conversations with members in person or over the phone.
• Guide members to the appropriate resolution or assist directly.
• Generate new accounts, sub‑shares, and origin and process loan applications.
• Process cash receipts and disbursements and manage plastic card services.
• Handle account maintenance: issuing/re‑pinning ATM/debit cards, address and name changes, updating joint owners or beneficiaries, closing accounts, processing deceased accounts, notary services, and issuing cashier’s checks.
• Recommend and refer relevant products such as Mortgage, Investment Services, and Auto Land based on member conversations.
• Maintain branch balance, including the TCR.
• Identify and report suspicious activity or potential fraud.
• Complete all required training and compliance modules.
• Participate in continuous improvement activities and credit union events (e.g., car sales, open house, enrollments).
• Represent the credit union positively and professionally, demonstrating respect and confidentiality with member information.
• Support team members and treat all individuals with respect.
• Complete other related duties as assigned.

• 1 year of experience in a similar role with loan experience and a track record of meeting service and performance goals.
• Knowledge of federal, state, and NCUA regulations (BSA, Regulation CC, Regulation D, Regulation
  
  E).
• Comprehensive understanding of deposit account products and services.
• Working knowledge of loan products and the Loans PQ system.
• Proven ability to generate business.
• Empathetic, caring nature with genuine interest in helping members.
• Ability to work under pressure and handle frequent interruptions.
• Proficiency with PC operations and Microsoft Office (Outlook, Word, Excel).
• Excellent verbal, written, and problem‑solving communication skills.
• Attention to detail.

• 18 months of experience, including prior loan work and current performance achievement.
• Notary authority.

• Successful completion of all compliance coursework.
• NMLS registered.
• Notary preferred.

• Southern California:
  Minimum $20.56
  • Mid $25.70
  • Maximum $30.84.

Applicants must be legally authorized to work in the U.S. without current or future sponsorship.

California Employee Privacy Notice:

• Medical
• Dental
• Vision
• Life Insurance
• Flexible Spending Account
• 401(k) Matching
• Paid Time Off
• Training Provided
• Tuition Reimbursement

• Entry Level

• Full‑time

• Management & Manufacturing
• Banking

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