JBA International

Member Relationship Specialist (Banker)

JBA International  •  Petaluma, CA (Onsite)  •  4 months ago
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Job Description

Essential Functions Sales & Service • 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. • Complete loan-funding process and recommend additional products or services to meet Member needs. • Research Member questions, problems, and complaints and respond with accurate information. • Safeguard member information and ensure confidentiality by following established policy and procedures.
Transactions • Perform file maintenance on all types of accounts. • Perform accurate teller transactions and reconcile cash nightly.
Teamwork and Other Functions • Conduct audits of Credit Union documents and files. • Answer phone and efficiently complete phone requests. • Participate in branch, departmental, and company meetings. • Perform branch opening and closing duties.
JBA International

About JBA International

JBA is over 35 year old company leading the way for the future of work, GenAI and digital transformation. Started by two Software Engineers, we have serviced many industries with consulting, workforce, and innovation projects-- Insurance, Banking, Legal, Defense, Entertainment, Tele-Comm and more.

We look at every opportunity as a project whether facilitating connections between talent and companies or working with business owners and executives in how to build automation, improve operations, and build out successful teams.

We hope you can use our page as a resource for current opportunities we have, as well as reaching out with your thoughts on the industry.

Industry
Consulting & Advisory
Company Size
51-200 employees
Headquarters
Pasadena, CA
Year Founded
1988
Website
jba.com
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