Member Service Officer II

Newport Beach, CA
Posted: 8/8/2016PST
Category: Admin / Clerical
Job Type: Contract
Minimum Experience: Not Specified
Salary: $ 15.00 - $ 18.98
Recruiter Name: Kathryn Tobias
Job Description
Performs a wide variety of skilled clerical and administrative duties relating to Members’ investment and consumer loan accounts; provides a high level of personal service to Members designed to retain and increase business.
Tasks :
  • Processes new Memberships and additional share accounts
  • Processes certificates and consumer loan applications
  • Counsels Members in person or by telephone regarding credit union policies
  • Verifies Member information
  • Completes Member requests within appropriate time limits
  • Processes ATM/Debit Card requests
  • Funds consumer loans
  • Quotes rates/payments and provides additional information on Mortgage products
  • Performs advanced account administration transactions, including trust accounts, death claims and organization accounts
  • Has advanced IRA and DCP knowledge, including opening IRAs, processing distributions, and RMDs
  • Develops relationships with Members by matching individual needs with the appropriate savings and lending products and services
  • Expected to meet minimum sales goals as defined by the organization and department
  • Utilizes computer terminal to accurately enter and process a wide variety of account transactions including adjustments, dividends and withholdings
  • Performs advanced research and corrects all errors on Members’ accounts
  • Gathers and prepares reports as scheduled or requested
  • Handles Member correspondence
  • Assists in training staff and new hires on savings, consumer lending and Real Estate processes
  • Performs any or all of the duties of a teller
  • Performs notary services
Job Requirements
  • Working knowledge of account administration for investment products offered by the credit union
  • Willingness and ability to perform all duties of a loan interviewer including but not limited to taking consumer loan applications and funding consumer loans
  • Effective communications/customer service skills
  • On-line data processing experience
  • Teller experience
  • Typing and 10-key skills
  • Notary Public Commission (or willingness to obtain)
Spanish Bi-lingual preferred.

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