Financial Services Representative I

Financial Services Representative I

Sunnyvale Branch

Position Summary:

Assist customers with a wide variety of services and advise as to how best utilize company products and services in order to meet personal financial goals and provide the highest quality customer service.

Essential Duties and Responsibilities:

• Open various new accounts, process necessary information and educate the members as to services/products available as a result.
• Assist members with opening CD’s and educate members as to penalties, earnings, etc.
• Explain and expedite the opening, closing, transfer, and rollover of IRA certificates.
• Assist with wide variety of member services including open/close Shared Certificates, maintain Safe Deposit Boxes, assist members with checkbooks, process credit card/loan applications for members, manages outgoing wires, solve fraud issues, notary, close accounts, etc.
• Set up auto transfers and sign up members for ACH transfers and wires.
• Provide backup to Member Services Representatives upon request.

Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.   

Please note: this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties responsibilities and activities may change at any time with or without notice.   

Minimum Qualifications:

• High School or Equivalent required.  
• Minimum of 1 to 3 years prior Credit Union or Banking Experience or related experience, including preparatory experience.
  
• Must have excellent communication skills in order to make professional and effective presentations to members. Ability to promote all credit union products and services to members and overcome objections and concerns.  
• Ability to work independently, exercise judgment, follow instructions, and maintain a high level of professional conduct.  
• Strong customer service focus with previous experience in a service industry.  
• NMLS SAFE ACT compliant. This position requires that you obtain, and maintain, a National Mortgage Licensing Systems (NMLS) number as required by the SAFE Act. 
• Must be PC literate; experience with banking software a strong plus.  
• Must be able to work Saturdays 8:30am - 1:30pm.

Do you want to be valued as an employee?  

Employees are Meriwest’s most valuable resource. We provide competitive wages and a supportive environment that promotes career advancement. Meriwest utilizes a grading system to determine salary ranges for all positions. Each grade is assigned a salary range which consists of a minimum, midpoint, and maximum rate. The Financial Services Representative I position is a Grade 6. 

• Target Range: $24.32 to $30.40*

*The target range for entry in a new position is between the minimum and midpoint of the range, depending on experience and qualifications.

We also offer an excellent, fully comprehensive benefits program, including:    

• Medical/Dental/Vision on the first day of employment for full-time employees   
• Free Long Term Care Insurance for employees   
• Tuition Reimbursement/Student Loan Repayment Plan   
• Pension Plan/401K   
• Bonus and incentive potential   
• Generous Paid Time Off (PTO)/Holiday program   
• Career growth support and planning programs   
• In-house fitness center   
• Discounts on new Mortgage after 6 months of employment    

Meriwest is an equal opportunity employer that is committed to inclusion and diversity. All qualified applicants will receive consideration for employment. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics.