Member Relationship Specialist (banker) Category Location Petaluma, California

JBA International LLC

Petaluma, California, USA
On-site
Provide excellent member service
Cross-sell products and services
Open accounts
JBA International LLC is seeking a Member Relationship Specialist to provide excellent customer service and facilitate banking transactions in Petaluma, California. The role involves cross-selling products, processing loans, and maintaining member confidentiality while ensuring accurate transactions and teamwork

Job Summary

  • Provide excellent service to all Members, volunteers, internal employees, and service providers.
  • Cross-sell RCU and RCUSG products and services, open accounts and match Member needs to RCU and RCUSG products and services.
  • Determine the appropriate loan product(s) to meet the Member(s) needs, obtain information from Member to complete loan application; examine and collect proper loan documents.

Matching Summary

Match Score: 85

JBA International LLC is seeking a Member Relationship Specialist to provide excellent customer service and facilitate banking transactions in Petaluma, California. The role involves cross-selling products, processing loans, and maintaining member confidentiality while ensuring accurate transactions and teamwork.

Skills & Requirements

Must-have

  • Provide excellent member service
  • Cross-sell products and services
  • Open accounts
  • Determine loan products
  • Complete loan applications
  • Perform teller transactions
  • Reconcile cash nightly
  • Safeguard member information

Nice-to-have

  • Research member questions
  • Conduct audits
  • Answer phone requests
  • Participate in meetings
  • Branch opening and closing

Key Requirements

  • Years of experience not specified
  • Education not specified
  • Work authorization not specified

Work Rights

Not specified

Tailored Resume

Cover Letter