Relationship Advisor Job at Edwards Federal Credit Union

Edwards Federal Credit Union Edwards, CA 93524

Edwards Federal Credit Union, a $254 million asset financial institution serving the entire Antelope Valley is seeking an extraordinary Relationship Advisor I to join the Edwards Federal Credit Union Team. It’s an exciting time at Edwards as we grow and expand. We are the Antelope Valley’s true Community Credit Union. Based at our new Palmdale flagship branch (it's the talk of the town!), we're looking for someone with a great attitude and a creative streak who plays nicely with others. If you possess customer service and accounting skills we’d love to talk to you.

Responsibilities include but are not limited to:

1. Demonstrate basic knowledge of online banking by having the ability to trouble shoot, and reset passwords. Assist members through the log-in page and answer bill pay questions.

2. Coordinate and act as a liaison between member, bill pay platform and on line banking platform

3. Demonstrate knowledge of plastic card program such as ordering, blocking, activating, pin numbers, and etc.

4. Receive and examine checks for negotiability within assigned approval limits and obtain approvals as required per policy

5. Demonstrate knowledge of terms, conditions, and requirements for the following account types - individual, joint, organizational, business, trust, and rep payee accounts

6. Provide the Edwards Experience to both internal and external members by asking high impact questions to determine member needs and refer products and services based on perceived and unperceived needs.

7. Demonstrate knowledge of all member transaction processes to include completion of new member and loan applications

8. Perform other assignments

Reporting directly to the AVP of Palmdale Branch we are excited to fill this position as quickly as possible.

Compensation will be based on career experience; and the pay is non-FLSA.

If you think you have the right stuff, please submit your resume, and cover letter.

Must be a self-starter, training will be provided.

Edwards Federal Credit Union is an Equal Opportunity Employer M/F/D/V

Job Type: Full-time

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Health insurance
  • Life insurance
  • Paid time off
  • Tuition reimbursement
  • Vision insurance

Schedule:

  • 8 hour shift

Education:

  • High school or equivalent (Preferred)

Work Location: One location




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