CU Branch Counselor - Merced, CA
We are Farmers!
We are… more than just your favorite commercials. We are a passionate, award winning, equal opportunity employer, committed to the strength of a diverse workforce. We are dedicated to supporting the well-being of our people through our extensive suite of benefits, as well as the well-being of the communities we serve through employee volunteer programs and nonprofit partnerships. Helping others in their time of need isn’t just our business – it’s our culture! We are Farmers!
Do you thrive in a high-volume, fast-paced environment? Do you enjoy the challenge of a position where no two days are alike? We are looking for positive, high-energy professionals who are not just looking for a job, but a meaningful career!
Job Summary
Essential Job Functions
- SBCs will identify opportunities and take actions to expand our memberships, shares and consumer loan growth, through outbound calling, marketing, and referrals.
- Targets and achieves individual sales goals and supports branch sales goals by managing assigned member base and proactively uncovering additional financial needs.
- They will also enhance existing relationships with credit union members in the branch by identifying financial needs and recommending convenient, efficient, and thoughtful financial solutions.
- Services may be provided in person or via the chat/online channel.
- Conducts sales presentations to new and existing Farmers/Select Employer Group employees to generate business.
- Provides recommendations to improve the credit union’s awareness in the Farmer’s building and community.
- Shares best practices with fellow employees in regards to sales techniques used that are successful in obtaining new leads and sales production.
- Assists members of Farmers Credit Union through maintaining and executing knowledge of products and services.
- Performs day to day transactions for members including, but not limited to, deposits, withdrawals and transfers.
- Answers member inquiries and provides information in accordance with Credit Union policies and procedures for statement requests, stop payments, fraud claims, insurance of accounts, and other deposit account-related needs.
- Assists members with all aspects of the loan process such as gathering necessary documentation, running credit reports, and determining loan rates.
- Balances cash drawer, branch vault, ATM, negotiable instruments, and daily work at the end of each workday, including encoding and proofing checks for item processing, according to Credit Union balancing requirements.
- Handles all member inquiries and issues received from the chat/online channel to conclusion. Effectively assists members while using multiple systems to research questions.
- Updates chatbot and all applicable credit union systems as new products and services are introduced.
- Responsible for processing all new memberships.
- Consistently provides a high level of service and is committed to increasing member satisfaction and achieving successful results in the Member Service Surveys.
- Demonstrates adherence to the branch service and standards in addition to enforcement and modeling of our mission statement and core values.
- Handles complex situations in specialty area of expertise such as operations, lending, and products/services.
- Performs advanced research on accounts, identifies and corrects member account problems.
- Hosts and participates in daily branch huddles with branch team members. Provides input to the team when discussing scheduling with the focus always on member service.
- Responsible for assisting new hires with learning the Credit Union’s products and services relative to Branch Operations and takes a lead role ensuring all employees are proficient in and follows all Branch Operations procedures.
- Ensures the audit/compliance procedures of the branch are followed.
- Participate in the Mentor Program as a mentor. Be in regular contact with the mentee and report any issues to the appropriate Branch Manager.
Education Requirements
Experience Requirements
- Minimum two years' experience in customer service, sales activities, and cash handling preferably in a financial institution.
- This is an essential onsite position working in Merced, CA.
- HOURS: 7:15am to 4:00pm PT, Monday through Friday
Special Skill Requirement
- Financial industry experience - Banking or Credit Union sales preferred
- Presentation experience preferred
- Strong customer service skills
- Strong verbal and written communication skills
Physical Actions
Benefits
- Farmers offers a competitive salary commensurate with experience, qualifications and location.
o CA Only: $17.35 - $23.75 - Bonus Opportunity (based on Company and Individual Performance)
- 401(k)
- Medical
- Dental
- Vision
- Health Savings and Flexible Spending Accounts
- Life Insurance
- Paid Time Off
- Paid Parental Leave
- Tuition Assistance
- For more information, review “What we offer” on https://www.farmers.com/careers/corporate/#offer
Job Location(s): US - CA - Merced-87 W
Want to learn more about our culture & opportunities? Check out www.Farmers.com/careers/corporate and be sure to follow us on Instagram, LinkedIn, and TikTok.
Nearest Major Market: Merced