Regional Floater at Pacific Service Credit Union

Concord, California, United States -

Full Time

Start Date

Immediate

Expiry Date

23 Jan, 26

Salary

0.0

Posted On

25 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Communication Skills, Problem Solving, Cash Handling, Account Maintenance, Loan Processing, Digital Banking, Team Collaboration, Time Management, Attention to Detail, Fraud Prevention, Adaptability, Technical Proficiency, Sales Skills, Conflict Resolution, Organizational Skills

Industry

Banking

Description

Working for Pacific Service Credit Union We put people first. That includes our members, our employees and the communities we serve. We hire energetic and enthusiastic people who want to work as part of our team. What’s in it for you? Health insurance coverage: We provide our employees with 100% premium employer-paid medical, dental, vision, disability and basic life insurance for full-time employees and a low monthly premium for eligible dependents. 401k: We contribute 3% of your base salary to your 401k account regardless of whether you contribute or not. In addition, we match 75% of your contributions up to the first 3% of eligible compensation beginning after your first day of employment and up to 6% after three years of service. Bonus program: All employees are rewarded for attaining our annual organizational goals. Tuition Reimbursement program for employees eligible after six months of service. Recognition program where employees can be nominated by management, their peers or by members. Employee referral bonus. Student Loan Repayment Assistance: Contributions toward your student loans every month by the credit union after six months of service. Employees are eligible to receive a consumer loan rate discount Vacation and sick time: Full-time employees receive more than two weeks’ vacation per year, 11 paid holidays and 10 days of sick leave. Our Hiring Process We believe it’s important for you to know where you stand in our hiring process. Below is an outline of the steps we take to make the best hires possible. Apply: Submit your resume for one of our job openings. Our Talent Team and our partner – Total Quality Consulting (TQC Team) will review your submitted information and will call or email successful applicants for an interview as soon as possible. In-Person Interview: After a screening call with TQC, we’ll invite a final number of candidates to our office for an in-person interview or set up a live Zoom meeting with the hiring manager(s). If we believe that you have what it takes, we'll make an offer and provide next steps in the hiring process! ABOUT THIS ROLE: At Pacific Service Credit Union, we are committed to strengthening our members’ financial future through trustworthy practices, superior products, and exceptional service. As a Regional Floater, you are the face, voice, and frontline of the Credit Union. You are energized by the opportunity to help people and are committed to delivering on Pacific Service Credit Union's promise of exceptional service experiences. You assist in basic support of a members financial journey such as teller transactions, account maintenance, account opening and lending needs. ESSENTIAL JOB FUNCTIONS: * Provide exceptional service experiences to members, and potential members through professional, prompt, accurate and engaging interactions through our branch network and contact center. * Analyze members' needs and identify solutions through our robust products and services that would strengthen the financial future of those you assist, achieving set goals along the way. * Deliver excellent service while assisting members and non-members with banking transactions such as; withdrawals, transfers, payments, account maintenance, and fraud assistance. * Open accounts, demonstrating familiarity with complex account types such as Trusts, POAs, IRAs, and other fiduciary accounts * Through completing thorough needs assessments, process and fund loan applications for both new and existing members * Seamlessly fill the role of Member Service Representative II or Contact Center Representative II as needed. * Perform daily reconciliation and balancing of an individual cash drawer. * Protect the credit union and its members by actively working to mitigate and eliminate common fraud, account take over, and identify theft activities. * Ability to assist members with digital banking needs, and provide guided explanations of how to self-serve, and navigate PSCU’s digital bank * Ensure familiarity with the Audit Checklist and is involved with daily, monthly, quarterly responsibilities to contribute to a successful audit. ng technologies. * Supports organizational projects and initiatives impacting the Sales and Service, and Operations divisions of the credit union. * Assists business units to ensure projects, programs, and roll-outs have been thoroughly vetted through User Acceptance Testing (UAT), for Operations division. * Maintain regular and reliable attendance, including punctuality, are essential to achieving organizational excellence. SUPPORTING FUNCTIONS: * Perform other duties as assigned by the Branch Manager. COMPETENCIES: The following competencies are essential for success in this role: * Collaboration: Establishes and maintains effective relationships, exhibits tact and consideration, displays positive outlook and pleasant manner, offers assistance and support to co-workers, works cooperatively in group situations, works actively to resolve conflicts * Effective Communication: Expresses ideas and information in a clear and concise manner; tailors message to fit the interests and needs of the audience; delivers information in a manner that is interesting and compelling to the listener; keeps others adequately informed * Execution: Turns strategy into action, aggressively pursues challenging goals and objectives; willing to put in requisite time and effort to accomplish objectives; takes a highly focused, goal driven approach toward work; * implements plans efficiently and produces desired results within a specified timeframe * Job Knowledge: Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, requires minimal supervision, displays understanding of how job relates to others, uses resources effectively * Member/Customer Focus: Displays courtesy and sensitivity, manages difficult member/internal customer situations, meets commitments, responds promptly to member/internal customer needs, solicits feedback to improve service * Problem solving: Identifies and resolves problems in a timely manner, gathers and analyzes information skillfully, develops alternative solutions, resolves problems in early stages, works well in group solving situations * Quality of work: Demonstrates accuracy and thoroughness; critically reviews work processes to ensure quality; identifies and resolves problems that could impact quality; makes sure deliverables and services meet all requirements, expectations and deadlines; does not make the same mistakes twice. These competencies are essential to upholding our values and delivering exceptional service to our internal and external members. REQUIRED MINIMUM QUALIFICATIONS: Education: * High School diploma or equivalent required. Experience: * Two to three years of experience at credit union or bank required. * Must have excellent communication skills with members and other credit union staff. * Ability to effectively communicate with and manage difficult members, and handle situations involving the general public is required. * Ability to perform basic accounting functions, apply excellent arithmetic skills, and demonstrate the ability to handle cash and balance to a teller drawer summary is required. * Ability to effectively work at a fast pace and in a rapidly changing environment. * Ability to use keyboard, 10-key calculator, and all other general office equipment is required * Proficiency in computer programs (e.g. Microsoft Office). PREFERRED QUALIFICATIONS:  PHYSICAL REQUIREMENTS: * Ability to sit or stand at a desk for extended periods of time, with the option to adjust to a sit/stand desk to accommodate comfort. * Hearing Ability: Ability to hear and understand spoken communication, both in person and via phone. * Lifting and Carrying: Occasionally lift and carry materials such as files or office supplies weighing between 0 and 30 lbs. * Manual Dexterity: Proficient use of hands and fingers for typing, using office equipment, and handling documents. * Mobility: Ability to move around the office to attend meetings or assist colleagues as needed. * Verbal Communication Skills: Ability to speak clearly and effectively to communicate with internal and/or external members. Frequent use of telephone headset may be required. * Visual Acuity: Ability to view and read computer screens and related documentation with accuracy. OTHER INFORMATION: Hours Required: The ability to work required branch hours Monday through Friday. Hours and locations will fluctuate as business needs and business development activities dictate. Travel Requirements: Capacity to travel 70% of time to other branches upon short notice for back up. Must possess a valid driver’s license and insurance.

Responsibilities

As a Regional Floater, you will provide exceptional service experiences to members through various banking transactions and assist with their financial needs. You will also analyze members' needs and identify solutions to strengthen their financial future.