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Member Service Representative III - San Jose

Star One Credit Union


Location:
San Jose, California 95117
Date:
12/06/2017
2017-12-062018-01-05
Job Code:
10681
Job Type:
Employee
Job Status:
Full Time
Star One Credit Union
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Job Details

Be a part of one of the most successful financial institutions in the country.

Star One Credit Union is the Silicon Valley's largest, member-owned financial institution. Star One offers financial services to more than 100,000 members worldwide. With assets over $9 billion, Star One is the largest credit union based in Silicon Valley and ranked tenth in total assets among more than 6,500 credit unions nationally.

Advantages of a Credit Union
As a member owned financial institution we are focused on providing long-term financial solutions to all of our members. As a result, we are able to return our profits back to you in the form of money saving benefits, including: higher interest on saving accounts, lower interest rates on loans and reasonable, if any, fees on products and services like checking, credit cards and real estate loans.

Mission
Our Mission is to help members improve their lives by delivering valuable financial services.

Member Service Representative III - San Jose

Schedule: Tuesday - Thursday 8:45am - 5:30pm, Friday 8:45am - 6:30pm, and Saturday 8:30am - 5:00pm. This position is designated to cover five other branches filling in for PTO, training, and other absences as needed.
 
Job Scope/Duties:
Responsible for performing a broad variety of member services such as opening and closing accounts, including certificate and IRA accounts. Provides counseling and conducts professional interviews with members requesting consumer loans.  Advises members of policies, rates and terms.  Processes consumer loan applications, including reviewing and analyzing applications and supporting documents as appropriate.   Inspects vehicles as required.  Primary contact for members in providing application status and necessary documentation.  Books consumer loans, disburses funds appropriately and explains loan documents and approved loan terms.  Completes member requests for automobile loan modifications. 
 
Assists members with bookkeeping and checking account problems.  Counsels and answers member questions regarding all Credit Union services and performs a variety of account maintenance.  Assists members with questions or problems and refers as appropriate.  Attends to miscellaneous transactions for members such as wire requests, redemption of bonds and other duties as assigned.  Stays informed of all products, services and operational procedures.  Cross sells all products and services.  Supports teller functions and other branches as needed.

Requirements

Experience/Minimum Education Requirements:
Normally requires an Associate’s degree in Business Administration, Accounting, Finance or the equivalent level of education/experience; plus three years of current and progressive experience within a financial institution, preferably in deposit and lending departments.  Experience in a branch environment is a plus. Sales experience is also a plus.   Notary required.  May also be required to register as a Mortgage Loan Originator (MLO).
 
Special Requirements:
Must be well versed in Credit Union practices, regulations, policies and procedures.  Requires good written and verbal communications skills, excellent member service skills, and knowledge of Microsoft Office applications.  Bi-lingual is a plus.  Must maintain flexibility in shift schedule.
 
Expectations:
Proven ability to provide friendly, courteous and excellent customer service.  Fosters and maintains a strong service culture.  Ability to work in a fast-paced group environment and handle multiple tasks and priorities.  Must be a strong team player with the ability to work in a diverse group or as an individual contributor.
 
MUST HAVE GOOD CREDIT.
 

We are a proud Equal Opportunity/AAP Employer M/F/Vet/Disabled

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