Member Experience Representative
BluPeak Credit Union, San Diego, California, United States, 92189
Member Experience Representative
US-CA-San Diego
Job ID:
2026-1746
Type:
Regular Full-Time
# of Openings:
1
Category:
Retail (Branches)
Mission Valley Branch
Overview Under the direction of the Branch Management, is responsible for meeting operations and sales objectives, and building and retaining loyal member relationships by meeting members’ financial needs and providing unbeatable service experience. Accepts cash and check deposits; accurately and efficiently processes withdrawals and cashes checks within authority level. Perform required maintenance for members. Proactively participates in the cross selling of credit union products and services, including achieving specific consumer loan goals. Promotion to higher grade level based on expertise and proficiency in job duties and sales performance.
Responsibilities Ensure members feel welcomed and have a World Class Personalized Experience.
Operational Responsibilities
Maintain a teller drawer and process cash and check deposit in accordance to credit union policies and procedures.
Process withdrawal requests in accordance to credit union policies and procedures.
Post loan payments and general ledger transactions when applicable.
Process member telephone transfers, check requests, mail, email, night drop and quik drop transactions.
Answer the telephone, direct calls to the appropriate person and/or take messages and quote current BluPeak’s savings and consumer loan rates and terms.
Accurately balance cash drawer in required time frame.
Provide unbeatable service experience adheres to the credit union’s quality service standards.
Perform a variety of file maintenance duties, including but not limited to: files daily transaction documents, member correspondences, bank recaps, IRAs, decedent accounts, trust certifications, and POAs.
Work efficiently with team members to reach branch goals and maintain branch profitability.
Protect the credit union member assets by identifying all members when transacting business and giving information, adhering to security practices.
Remain up-to-date and knowledgeable on credit union products, services, and related policies, procedures, rules and regulations.
Adhere to BluPeak’s Values, Vision and Purpose.
Sales Responsibilities
Cross-sell all products and services to meet member needs and achieve corporate relationship building objectives, when applicable.
Perform sales duties in branch to meet each member’s individual financial needs.
Establish new memberships, including checking and savings accounts, term accounts, IRA's, online banking, insurance products and loans.
Establish and maintain strong referral relationships with members.
Develop strong telephone calling program from internal lists and targeted prospects.
Initiate loan applications using various consumer loan origination systems and assist member in choosing the right loan programs for the member’s own personal financial situation.
Coordinate the consumer loan application process between the member, third parties and internal loan operations group, ensuring unbeatable service experience.
Maintain the required knowledge of policies and procedures, laws and regulations and other compliance requirements that pertain to the deposit and lending functions.
Assist team members to ensure continuity of service and achievement of individual, team and organizational business goals.
Protect the credit union member assets by identifying all members when transacting business and giving information, adhering to security and privacy practices.
Adhere to company policy and procedure, complete annual compliance training, comply with business continuity and vendor management policy. These are crucial to the success of the organization and have regulatory compliance and/or safety and soundness for the sustainability of the credit union.
Comply with all Anti Money Laundering laws such as the Bank Secrecy Act, OFAC and USA PATRIOT Act and all related policies and procedures including accurate completion of CTR screens and alerts, member due diligence, accurate OFAC match processing, proper identification of individuals in alignment with the Member/Customer Identification Program, and reporting of unusual activity.
Perform other duties as assigned.
Qualifications EDUCATION and/or EXPERIENCE
High school diploma or general education degree (GED); two or more years’ experience in a financial institution required and/or equivalent experience; sales & cash handling experience required; or equivalent combination of education and experience.
TECHNOLOGY PROFICIENCY
To perform this job, the employee must possess applicable technology skills and demonstrated expertise. Ability to use loan origination systems, contact management software, and other Microsoft Office application products, as well as the ability to learn new applications quickly. Requires general knowledge of computer network and database use.
OTHER QUALIFICATIONS
To perform this job, the employee must possess strong interpersonal skills, good phone and e‑mail etiquette, a professional presentation, and a high degree of personal initiative. Must be able to work branch operational hours to include weekends, and to work occasional nights or weekends. This position is an in Branch position.
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US-CA-San Diego
Job ID:
2026-1746
Type:
Regular Full-Time
# of Openings:
1
Category:
Retail (Branches)
Mission Valley Branch
Overview Under the direction of the Branch Management, is responsible for meeting operations and sales objectives, and building and retaining loyal member relationships by meeting members’ financial needs and providing unbeatable service experience. Accepts cash and check deposits; accurately and efficiently processes withdrawals and cashes checks within authority level. Perform required maintenance for members. Proactively participates in the cross selling of credit union products and services, including achieving specific consumer loan goals. Promotion to higher grade level based on expertise and proficiency in job duties and sales performance.
Responsibilities Ensure members feel welcomed and have a World Class Personalized Experience.
Operational Responsibilities
Maintain a teller drawer and process cash and check deposit in accordance to credit union policies and procedures.
Process withdrawal requests in accordance to credit union policies and procedures.
Post loan payments and general ledger transactions when applicable.
Process member telephone transfers, check requests, mail, email, night drop and quik drop transactions.
Answer the telephone, direct calls to the appropriate person and/or take messages and quote current BluPeak’s savings and consumer loan rates and terms.
Accurately balance cash drawer in required time frame.
Provide unbeatable service experience adheres to the credit union’s quality service standards.
Perform a variety of file maintenance duties, including but not limited to: files daily transaction documents, member correspondences, bank recaps, IRAs, decedent accounts, trust certifications, and POAs.
Work efficiently with team members to reach branch goals and maintain branch profitability.
Protect the credit union member assets by identifying all members when transacting business and giving information, adhering to security practices.
Remain up-to-date and knowledgeable on credit union products, services, and related policies, procedures, rules and regulations.
Adhere to BluPeak’s Values, Vision and Purpose.
Sales Responsibilities
Cross-sell all products and services to meet member needs and achieve corporate relationship building objectives, when applicable.
Perform sales duties in branch to meet each member’s individual financial needs.
Establish new memberships, including checking and savings accounts, term accounts, IRA's, online banking, insurance products and loans.
Establish and maintain strong referral relationships with members.
Develop strong telephone calling program from internal lists and targeted prospects.
Initiate loan applications using various consumer loan origination systems and assist member in choosing the right loan programs for the member’s own personal financial situation.
Coordinate the consumer loan application process between the member, third parties and internal loan operations group, ensuring unbeatable service experience.
Maintain the required knowledge of policies and procedures, laws and regulations and other compliance requirements that pertain to the deposit and lending functions.
Assist team members to ensure continuity of service and achievement of individual, team and organizational business goals.
Protect the credit union member assets by identifying all members when transacting business and giving information, adhering to security and privacy practices.
Adhere to company policy and procedure, complete annual compliance training, comply with business continuity and vendor management policy. These are crucial to the success of the organization and have regulatory compliance and/or safety and soundness for the sustainability of the credit union.
Comply with all Anti Money Laundering laws such as the Bank Secrecy Act, OFAC and USA PATRIOT Act and all related policies and procedures including accurate completion of CTR screens and alerts, member due diligence, accurate OFAC match processing, proper identification of individuals in alignment with the Member/Customer Identification Program, and reporting of unusual activity.
Perform other duties as assigned.
Qualifications EDUCATION and/or EXPERIENCE
High school diploma or general education degree (GED); two or more years’ experience in a financial institution required and/or equivalent experience; sales & cash handling experience required; or equivalent combination of education and experience.
TECHNOLOGY PROFICIENCY
To perform this job, the employee must possess applicable technology skills and demonstrated expertise. Ability to use loan origination systems, contact management software, and other Microsoft Office application products, as well as the ability to learn new applications quickly. Requires general knowledge of computer network and database use.
OTHER QUALIFICATIONS
To perform this job, the employee must possess strong interpersonal skills, good phone and e‑mail etiquette, a professional presentation, and a high degree of personal initiative. Must be able to work branch operational hours to include weekends, and to work occasional nights or weekends. This position is an in Branch position.
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