Universal Service Representative I Trainee
On-siteGlendale, Arizona, United States
Job Summary
Conduct member interactions via phone, text, email, and in-branch channels to onboard new members at two and four weeks, process loan requests, and resolve account issues. Execute teller transactions including share deposits, loan payments, cash advances, and transfers while balancing daily cash and verifying transaction documents. Actively cross-sell Credit Union products such as electronic services, insurance, and debt protection to meet sales baselines. Prepare closing documents, verify collateral, and present loan requests to underwriters per established procedures. Support marketing and lending initiatives through outbound calling and maintain departmental records. Perform Notary Public duties if eligible and ensure lending operations comply with Credit Union policies.
Required Qualifications
- High school graduate or equivalent
- Thorough knowledge of member services, accounts, loans, and products provided
- Understanding of new account bookkeeping procedures
- Understanding of loan processing functions
- Knowledge of related requirements, procedures, and underwriting criteria
- Some accounting familiarity
- Two years of varied office experience
- Ability to perform Notary Services
- Excellent communications and public relations skills
- Strong typing abilities (60 wpm with acceptable accuracy & neatness)
- Solid math and bookkeeping abilities
- Ability to operate calculator, word processor, and related computer applications
- Well organized
- Professional appearance, dress, and attitude
- Must be available for Mon – Sat Flex schedule
- Must be able to work at our branch in Glendale, Goodyear, and Surprise
- Must be able to lift 50 lbs
Desired Qualifications
- High school graduate or equivalent
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.