Universal Service Representative

Universal Service Representative
In San Diego, California 92108

Job Description

Workway is a professional staffing firm, working with organizations across the country to place exceptional candidates. We are looking for a Universal Service Representative responsible for the specific duties listed below:

  • Greet and welcome members to the credit union in a courteous and professional manner
  • Maintain a teller drawer and processes cash and check deposit in accordance to credit union policies and procedures.
  • Processes withdrawal requests in accordance to credit union policies and procedures.
  • Posts loan payments and general ledger transactions.
  • Processes member telephone transfers, check requests, mail, email, night drop and quik drop transactions.
  • Answers the telephone, directs calls to the appropriate person and/or takes messages and quotes current savings and consumer loan rates and terms.
  • Accurately balances cash drawer in required time frame.
  • Provides 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.
  • Works efficiently with team members to reach branch goals and maintain branch profitability.
  • Protects the credit union member assets by identifying all members when transacting business and giving information, adhering to security practices.
  • Remains up-to-date and knowledgeable on credit union products, services, and related policies, procedures, rules and regulations.
  • Cross-sells all products and services to meet member needs and achieve corporate relationship building objectives.
  • Performs sales duties in branch to meet each member’s individual financial needs.
  • Establishes new memberships, including checking and savings accounts, term accounts, IRA's, online banking, insurance products and loans.
  • Attains sales goals; identifies, acquires and grows new and existing consumer loan portfolio. Must meet production volume as designated.  
  • Establishes and maintains strong referral relationships with members.
  • Develops strong telephone calling program from internal lists and targeted prospects.
  • Initiates loan applications using various consumer loan origination systems and assists member in choosing the right loan programs for the member’s own personal financial situation.
  • Coordinates the consumer loan application process between the member, third parties and internal loan operations group, ensuring unbeatable service experience.
  • Initiates referrals, and constantly prospects for new referral relationships and new members.
  • Maintains the required knowledge of policies and procedures, laws and regulations and other compliance requirements that pertain to the deposit and lending functions.
  • Adhere to company policy and procedure, complete annual compliance training, comply with business continuity and vendor management policy. 

Specific qualifications for the position include

  • Two or more years related banking positions, sales experience and/or training.
  • New accounts experience preferred.
  • Must have strong cash handling, sales and customer service skills.
  • Ability to sell products and services effectively and meet goals.
  • Ability to build & maintain relationships with internal and external members.
  • Must be able to multi-task & be detailed-oriented.
  • Ability to communicate effectively in both written and oral form.
  • Must possess the ability to use loan origination systems, contact management software and database use.
  • Requires general knowledge of computer network and other Microsoft Office applications.
  • 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 operations hours.


Let one of our recruiters assist you in finding and preparing for interviews with our clients. Whether you are interested in a direct hire, temp-to-hire, or temporary position, Workway can help you to put your best foot forward. Contact us today! 


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