Position Title: Member Service Representative (full time) - Grass Valley Branch

Location: Grass Valley, CA - Nevada City Highway

Position Summary

First U.S. Community Credit Union is currently seeking a full time Member Service Representative at our Grass Valley office. We are looking for a motivated and enthusiastic individual to join our team. The ideal candidate should be detailed orientated, sales minded, and possess the ability to cross-sell our products and services.

You will be responsible for assisting members with financial needs, questions and transactions. Cross-sells appropriate credit union products and services to members in order to help First U.S. Community Credit Union achieve its financial service sales and referral goals. Provides continuous quality service to all members.

Salary Range: $15.50 - $23.50/hr. DOE.

Duties and Responsibilities:

• Assist members with all general inquiries on accounts and loans.
• Process member transaction requests.
• Problem-solve with members regarding account concerns.
• Explain, promote, refer and sell Credit Union products and services using consultative selling techniques.
• Conduct member profiling to determine member needs.
• Open sub-share accounts (Checking, Savings, Certificate, and Holiday Club Accounts).
• Achieve individual sales and services goals.
• Process mail.
• Confer with other departments to resolve member questions and concerns.
• Maintain posting drawer and ensure drawer balances daily.
• Maintain an ongoing awareness of developments/changes in policies, procedures, products and services.
• Adhere to Attendance and Punctuality Guidelines.
• Working Some Saturdays Required.
• Complete other duties as assigned.

Education and/or Experience:

High school diploma or general education degree (GED).

Benefits include Paid Time Off (PTO), medical, dental and vision coverage, life insurance, 401K match, and CU contributions to a retirement savings fund.

If interested please email your resume to 90f8e5fdf1fee2f5e3ffe5e2f3f5e3d0f6f9e2e3e4e5e3beffe2f7. No phone calls please!

Position Title: Training and Development Officer (full time)

Location: Sacramento, CA - 580 University Ave

Position Summary

Plans, develops, and implements structured team member training programs that reflect the strategic plan of the Credit Union. Develops and trains staff to broaden their knowledge of Credit Union products, services, policies, and procedures and creates a sales and service environment that promotes exceptional service and proactive sales. Holds monthly training sessions for new hires, as well as existing staff. Develops and maintains documented procedures. Ensures that ongoing development of all team members reflects strategic priorities and quality service to members.

Salary Range: $29.44/hour - $40.86/hour DOE.

Duties and Responsibilities

• Works with Branch Managers to develop training programs that will allow all staff to develop the skills needed to perform their daily job. Training programs needing to be developed include but are not limited to:
• New Hire Training
• New Accounts Training
• Sales Training
• 90-Day New Hire Follow up Training
• IRA Training
• Loan Training
• Facilitates in person and virtual training courses: technical, operational, and soft skills to new and existing team members.
• Designs and develops new training programs; assesses current and proposed programs; recommends appropriate changes.
• Assesses the Credit Union’s training needs with input from managers, member satisfaction surveys, team member assessment surveys, and other appropriate sources.
• Assists department managers with team member development.
• Prepares or coordinates the development of procedural manuals used in conjunction with training needs.
• Manages and maintains Learning Management System(s) (LMS).
• Works with VP of Member Service to assign mandatory trainings in the Credit Union’s LMS.
• Administers the Credit Union’s training programs by creating and/or coordinating presentations and presenting programs.
• Creates training activities with interactive participation.
• Reviews current procedures and suggests improvements that will benefit the Credit Union and its members while maintaining regulatory compliance.
• Creates and maintains a cross-selling environment within the branches and phone center.
• Maintains a highly motivated, well-trained staff and effective team member relations.
• Applies and evaluates policies and procedures for the branches and phone center. Ensures that the branch and phone center are in compliance with federal and state laws and regulations set forth by NCUA and DFPI.
• Ensures that team members (and officials for BSA training annually) receive regular training on security and robbery procedures, as well as required training on BSA, sexual harassment, elder abuse, and S.A.F.E. Act (Mortgage Loan Officers).
• Ensures that team members understand and follow the Credit Union’s BSA-AML compliance program, including but not limited to:
• Filing Currency Transaction Reports
• Filing Suspicious Activity Reports
• Conducting OFAC checks in accordance with the CU’s OFAC screening procedures.
• At times may need to travel to branches to perform training.
• Performs other duties as assigned.

Education/Experience Requirements

• College degree or 3-5 years of financial institution experience preferred.
• Heavy emphasis on prior supervisory skills and sales orientation.
• Must be dependable, able to assume responsibility, supervise employees and maintain a cooperative attitude with members and other team members.
• Must be goal oriented.

Working Conditions/Physical Demands

• Works in an office environment, requiring the use of office equipment, such as personal computers.
• Must be able to frequently move around the branch to perform branch operational and sales activities.
• Occasionally works long hours to accomplish tasks as necessary to effectively manage branch activities and meet established goals and targets.
• Must be able to periodically travel to meetings and places of business for existing or potential members or SEG groups by car or public transportation.
• Must be able to travel to branches for training by car or public transportation.

If you are interested, please send your resume to 90f3f1e2f5f5e2e3d0f6f9e2e3e4e5e3beffe2f7.