SonicJobs Logo
Left arrow iconBack to search

CA-Member Relationship Specialist I

CEFCU
Posted a month ago, valid for 15 days
Location

San Jose, CA 95103, US

Salary

$80,000 - $96,000 per year

info
Contract type

Full Time

Paid Time Off
Life Insurance
Tuition Reimbursement
Employee Assistance
Employee Discounts
Wellness Program

By applying, a Sonicjobs account will be created for you. Sonicjobs's Privacy Policy and Terms & Conditions will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.

Sonic Summary

info
  • CEFCU is seeking personable and articulate individuals to join their member service team as Member Relationship Specialist I.
  • Candidates must have a high school diploma and a minimum of 1 year of previous consumer lending experience.
  • The role involves contacting members and non-members to solicit loan and deposit products, with an emphasis on cross-selling services.
  • The salary range for this position is $25.24 to $29.66, depending on skills and experience.
  • CEFCU offers a comprehensive benefits package, including health coverage, paid time off, and opportunities for career growth.

Are you ready to make the most of your talents and abilities, while helping others make the most of their finances?

Apply to join Team CEFCU!

CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team!

Through the use of system generated, and manually created lead lists, the Member Relationship Specialist I contacts both member(s) and non-members to solicit loan and deposit products over the phone, and in person. This individual is responsible for cross-selling additional products and services to develop new business and increase product penetration. If granted lending authority, works within set lending maximums to make prudent and responsible loan decisions. Informs members of loan decisions including any changes, restrictions, and conditions/stipulations. Serves member needs for loans and requires technical and analytical product and service knowledge in all loan/deposit products, with a heavy emphasis on consumer loans.Required: • High school diploma or equivalent is required. • Must register with the Nationwide Mortgage Licensing System and Registration (NMLS) to comply with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act). • Knowledgeable of federal regulations B, E, CC, DD and Z. • Knowledge of Department of Motor Vehicles regulations/rules as they pertain to Consumer Lending. • Minimum 1 year of previous consumer lending experience. Preferred: • Applicable college courses and/or commensurate experience preferred • Previous experience in Dealer Direct Lending/Direct Consumer Loans and Sales

Summary Pay Range

The anticipated starting pay range for this position is $25.87 - $30.40.

Compensation offered may vary based on skills and experience. Please note that salary is only one component of total compensation at CEFCU.

 

Benefits

Financial

Merit-based raises

Health and Welfare

Generous paid time off (Holiday, Personal or Sick Time, Vacation)

Comprehensive Medical, Dental, and Vision coverage (PPO, HDHP, California - Kaiser Permanente HMO)
Flexible Spending Plan (Medical Reimbursement Account and Dependent Care Reimbursement Account)

Health Savings Account

Voluntary Benefits (Accident Plan, Critical Illness Plan, Hospital Indemnity Plan)

Life Insurance

Accidental Death & Dismemberment Insurance

Disability Benefits

Defined Benefit Plan – Pension 

Defined Contribution Plan – 401K

Additional Benefits

Employee Assistance Program

California Commuter Benefit Program

Tuition reimbursement

Career growth through internal job postings

Management Development Program: formal mentoring and training

Opportunities to help improve and build the CEFCU of tomorrow through process teams

Opportunities to personally contribute to corporate financial literacy and community initiatives

Casual days to support local charities

Employee discounts on entertainment, cell phone plans, theme park tickets, and more

On-site fitness center, fitness classes, and wellness program

It is CEFCU’s policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex/gender (including gender expression/identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law. This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.




Learn more about this Employer on their Career Site

Apply now in a few quick clicks

By applying, a Sonicjobs account will be created for you. Sonicjobs's Privacy Policy and Terms & Conditions will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.