Telephone Service Officer II

Pomona, CA
Posted: 2/23/2017PST
Category: Customer Service
Job Type: Contract
Minimum Experience: Not Specified
Salary: $ 19.00
Recruiter Name: Kathryn Tobias
Job Description
Job Title: Telephone Services Officer II
Location: Pomona, CA 
Duration: Contract 6 Months
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.
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
  • Typing and 10-key skills
  • Notary Public Commission (or willingness to obtain)
Bi-lingual skills are preferred.
The incumbent must be able to perform this job safely, without endangering the health or safety of him/herself or others.

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