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MSO 3 - Relationship Banker

Posted on 21 November 2019 by

CoastHills Credit Union 
Financial Services 
Paso Robles, CA  

MSO 3 - Relationship Banker
Full-time Non-Ex Reg Full-Time
1402 Spring St., Paso Robles, CA, 93446

Under the general supervision of the Branch Manager, the Relationship Specialist Banker identifies the financial needs of Credit Union members and actively explains and promotes Credit Union deposit accounts, loans and services. Develops and deepens relationships with new and existing members. Customer lending experience is helpful but not required. Responsible for performing a wide variety of loan and deposit-based functions. Researches, analyzes and resolves a broad range of complex customer issues. Provides a high level of responsiveness to member inquiries by phone, email, or in person. Promotes/maintains positive image of the Credit Union.

Some of the responsibilities of the job;
• Prepares and processes loan related transaction requests, in person or by telephone
• Explains, promotes and cross sells services, products, programs and investment opportunities
• Opens new membership and share accounts and cross sells products as appropriate
• Assists members in identifying loan products and follows loan application procedures
• Assists members in identifying deposit products and follows appropriate procedures
• Performs advanced problem resolution and account adjustments
• Maintains current job knowledge of Credit Union policies, procedures, and services
• Practices cross-selling techniques to promote other Credit Union services
• Makes outbound calls to initiate and process new loan and deposit products
• Identifies and refers new business members and accounts to their respective Branch Manager

Some of the requirements of the job;
• High School Diploma
• Minimum of 2 years' progressive sales and cross-selling experience in a financial or retail environment
• Proficiency in MS Office (especially Word) highly desirable
• Knowledge of Credit Union products and services
• Ability to be bonded

We offer great benefits including, very generous PTO, low premium health insurance, 401k matching, and more…
If you are motivated and team-oriented, here's your chance to work where every day is Another great day!

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