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Job DescriptionGeneral Summary The Financial Service Representative (FSR) is based in a branch. This position works within established guidelines to perform sales and service activities. Provides prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, as well as cross-selling Credit Union products and services to meet members’ needs and increase member satisfaction. Maintains quality service standards set by the organization while meeting or exceeding monthly assigned sales goals. Principal Accountabilities (95%): Member Experience: • Develops member relationships by providing high-quality sales and service to each individual member and works with new and existing members to identify their financial needs, and assists them in the selection of the appropriate financial products and services., • Provides an exceptional service experience consistent with Credit Union standards; resolve member complaints quickly and accurately; responds to member inquiries on the phone and in person., • Provides timely closing of loans through consistent follow-up of loan approvals., • Directly responds to member’s inquiries timely and accurately via telephone, mail, email, or an internal referral., • Develop, expand and retain member relationship in order to increase member satisfaction., • Adhere to CCU's Member Experience Playbook, SLA’s and Corporate initiatives., • Explains account type, product, or service to member., • Has thorough understanding of all credit union digital products and assists members in establishing all electronic services such as online banking, mobile banking, mobile deposits, direct deposit, bill pay, and etc., • Interviews member to determine appropriate product/account/service to establish., • Complies with all positive identification regulations for establishing new account holders., • Analyzes existing account relationships in order to identify potential services and/or account sales opportunities., • Generates outbound telemarketing calls; identifies member needs and promotes appropriate credit union products and services. Utilizes sales skills to source for new account relationships., • Generates and closes identified sales opportunities with new and existing members to include the solicitation of loans, new accounts, and other credit union products and services., • Develops and maintains a follow-up program for expanding multiple account relationships., • Opens basic Business accounts, Fiduciary, Trust Accounts, IRAs and HSA. Completes all tasks required to establish and service the accounts. Originates and funds consumer loans: • Recommends appropriate products and services to members., • Conducts interview with members relating to loan request., • Cross-sells consumer loan protection products and services., • Reviews documentation and forwards to Consumer Lending for review and approval on loans that are not system-approved., • Communicates the loan disposition to member (approved, counter-offer, denied)., • Creates loan documents and obtains member signature(s)., • Disburses new loan and completes follow-up tasks., • Discusses and refers Business Loans., • Develop existing and new member relationships – expanded client base thru business development, on-sites, and community and networking events., • Ensures compliance with all applicable laws, regulations, and Credit Union policies and procedures as they relate to assigned products, including, but not limited to, Truth In Savings and Fair Credit Lending Practices., • Participates in all assigned staff development programs in support of the Credit Union's commitment to continuous improvement in sales and service, quality, and teamwork., • Must consistently report to work on time, as scheduled., • Complete all BAI trainings and classroom courses. Position Requirement and Qualifications: Abilities: Must be skilled in the following areas: • Strong communication (written and verbal)., • Provide excellent member service both internally and externally., • Proven sales and service results., • High School education or equivalent., • Knowledgeable in new accounts and lending policies and procedures., • Solid knowledge of sales and referral technique a must., • Requires two to three years of financial institution experience in New Accounts, Sales and Consumer Loan origination to gain the necessary knowledge, skills and abilities to handle all aspects of the position or equivalent. Working Conditions and Physical Demands: Work is performed in a general office environment. This position does not require significant physical efforts. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Refer to the Safety & Health Policy found in California Credit Union’s Employee Handbook & Resource Guide. EOE Monday-Thursday, 9:00 a.m.-5:00 p.m., 6:00 p.m. (Friday), Saturday, 9:00 a.m.-2:00 p.m. 40 hours

Founded in 1906, Coldwell Banker is recognized nationally and internationally for the quality and innovation with which it approaches the real estate needs of clients across 3,000 offices in 49 countries and territories. What to Expect as a Coldwell Banker Agent:. Full-time real estate agents at Col

Job Description Searching for Real Estate Agents in Santa Clarita, California – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Santa Clarita, California. Applicants without a real estate license are invited to apply. You need a license to become a real estate agent before being considered for the position. If you are unlicensed or in the process, once your application is received, you will be contacted by our partnered real estate school* with information on how to obtain your real estate license. About Coldwell Banker: Founded in 1906, Coldwell Banker is recognized nationally and internationally for the quality and innovation with which it approaches the real estate needs of clients across 3,000 offices in 49 countries and territories. Learn more about our history here: What to Expect as a Coldwell Banker Agent: As a member of the team, we will provide you with a comprehensive training program and an impressive range of technology tools designed to get you up and running quickly. You will receive the best marketing platform the industry has to offer for promoting your client’s listings. Our mentors will provide hands-on training pertaining to business strategies and provide support through your initial transactions. Working as a real estate agent is not just a career, it is a lifestyle choice. You can become your own boss, earn an income without limitation and enjoy the flexibility of your own schedule. Responsibilities • Represent home sellers and home buyers in real estate transactions, • Coordinate with third party entities, • Communicate with leads through in-person meetings, phone calls, digital media, open houses and more, • Foster client relationships, • Negotiate purchase agreements, manage client issues, • Active real estate license, • Motivation and willingness to learn and excel in their field, • Strong communication skills, • Thrives in a professional atmosphere, • Entrepreneurial mindset with an appetite for learning new skills, • Optimistic, hardworking, detail-oriented Real estate agents are independent contractors, not provided a salary or hourly wage. This means your income potential has no limit. Full-time real estate agents at Coldwell Banker can make $100,000+ in their first 1-2 years. Whether you are a licensed agent or you are seeking to earn your real estate license, your application is welcome! Apply today! Powered by JazzHR 8o6TNIpVkW

What to Expect as a Coldwell Banker Agent:. Full-time real estate agents at Coldwell Banker can make $100,000+ in their first 1-2 years. We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family.

Bank Of America Financial Center Representative.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.

Professional Development: Grow your skills with our tailored premier banker programs.

We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Santa Clarita, California. Founded in 1906, Coldwell Banker is recognized nationally and internationally for the quality and innovation with which it approaches the real estate needs of clients acros

Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.

As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.

As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.

Part-Time Universal Banker (24 Hours), Saugus Branch. The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.

Professional Development: Grow your skills with our tailored premier banker programs.

Relationship Banker - Los Angeles Downtown area Mandarin or Cantonese Required. Lateral-US/job/Los-Angeles/Relationship-Banker---Los-Angeles-Downtown-area-Mandarin-or-Cantonese-Required_26003434).

Part Time Universal Banker (20 Hours), Palos Verdes Branch. The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We believe it takes all of us to bring our shared ambition to life, and each person is unique in their pote

Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset.Strong client relationships are based on trust, assessing and attendi

Job Opportunity At Bank of America.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.One o

As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.

As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.