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Universal Services Representative I

Location: Oceanside
Posted on: November 22, 2021

Job Description:

Job Title: Universal Services Representative ILocation: 47 Douglas Dr. Suite 100Address Region: OceansidePostal Code: 92058Why work here? Mission Fed offers an awesome company culture, growth opportunities and GREAT benefits for both part-time and full-time employees, including: medical, dental, and vision insurance, 401k match up to 6%, Paid Time Off, 12 paid holidays, company paid life insurance, and much more...What you'll be doing as a USR I:

  • Accurately processes routine member account transactions including, but not limited to: deposits, withdrawals, loan payments, account transfers, wire transfers, official checks, gift cards, cash advances, and general ledger postings.
  • Actively works on the platform when scheduled or requested by management. Opens new accounts, new shares for existing members and all credit card type accounts. This includes interviewing potential and existing members to determine appropriate products and services which will meet their financial needs.
  • Actively cross-sells and properly tracks products and services referred or sold to members to meet individual and branch sales goals by directly assisting or referring the member to the appropriate representative or department according to the minimum sales standards set by Mission Fed. When referring, assists with appointment setting and information gathering.
  • Balances checks and cash drawer in a timely manner. Actively participates in branch end-of-day balancing by scanning checks, providing dual control to balance the vault cash and card supplies, and totaling branch cash and checking to ensure all confidential information is secure. Researches end of day balancing challenges and supports team members.Who's qualified to be a USR I?Education: High School Diploma, G.E.D., or equivalent is required.Experience: A minimum of 12 months of financial institution experience working as a Teller or in a similar role with an emphasis on accurate cash handling, demonstrated proactive sales and basic computer skills is required.Software: Microsoft Office Suite and Internet are required. Symitar is preferred.Your privacy is very important to Mission Federal Credit Union. The California Consumer Privacy Act ("CCPA") requires Mission Federal Credit Union to inform California residents, including job applicants, of the categories of personal information we collect and the purpose for which the personal information will be used. This job applicant notice and the COVID-19 notice provides the disclosures required by the CCPA and applies to applicants who are subject to the CCPA.INDSTMission Federal Credit Union is an Equal Opportunity Employer. All applicants will receive consideration without regard to race, sex, color, creed, religion, age, marital status, sexual orientation, national origin, physical or mental disability, veteran status or any other class protected by law.

Keywords: MISSION FEDERAL CREDIT UNION, Oceanside , Universal Services Representative I, Sales , Oceanside, California

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