What are the responsibilities and job description for the Floater Service Rep II, lll position at California Coast Credit?
Job Description
Job Description
This position is accountable for providing exceptional service with a focus on processing transactions, member requests and referring / cross selling financial products and services. Adheres to the credit union’s policies, procedures and quality service standards.
DIMENSIONS
Service Goals : 4.00 rating or above required on a 5 point scale.
Sales Expectations : Assist assigned branch / department in meeting / exceeding their established monthly / annual sales goals
Cash Drawer : $5,000.00.
Supervisory responsibilities
- This position reports directly to the Floater Manager. No employees report directly to this position.
NATURE & SCOPE :
Floater Service Representative II
o Processes consumer loans.
o Ensures loan processing / documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented.
o Actively manages loan queues to ensure approved loans are funded.
Floater Service Representative III
o Processes real estate loans.
Education, skills, & abilities
The Eight Superpowers
1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things.
2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.
3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.
4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles.
5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships.
6. Applies creative problem-solving to provide clarity, handle resources under one’s control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers.
7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to : national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company’s success.
8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities.
Other Education, Skills, and Abilities
Floater Service Representative II : 2 years experience in a financial institution or other related field plus proven successful performance, to include sales and service
MAJOR ACCOUNTABILITIES
PHYSICAL REQUIREMENTS
ENVIRONMENTAL CONDITIONS
Note : Staff is expected to perform various tasks, projects and administrative duties as assigned.
Management reserves the right to assign or change duties and tasks to this position at their discretion.
Salary Range (Hourly) :
Floater Service Rep II :
21.5468 - $26.9336
Floater Service Rep III :
23.9440 - $29.9300
Salary : $24 - $30
