PacTrans FCU is a not-for-profit financial institution based in Gardena, California. We are an equal opportunity employer.
Financial Services Representative
We are looking for a dynamic individual to join our outstanding team of service professionals at our San Bernardino branch on a part-time basis (12p-5p, Monday thru Friday).
Role and Responsibilities:
As a Financial Services Representative, you will provide outstanding service to external (members) and internal team members. The position requires the ability to listen and respond proactively to our members. The Financial Services Representative will:
- Assist members, open accounts, accept deposits, provide disbursements of cash and negotiables, answer questions in person or on the telephone regarding products and services.
- Load member loan applications as needed and follow-up with members as required to process loan.
- Resolve member concerns within authority to resolve.
- Provide members with information in regard to Credit Union products, and services.
- Identify cross sales opportunities and cross sell Credit Union products and services to members in branch, and at employer sites.
- Maintain accurate account information.
- Travel to other branches as required.
- Perform other related duties as assigned by Supervisor or Manager.
Salary commensurate with experience.
Job Type: Part-time