Account Service Representative - Livermore, California | CareerCircle
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Account Service Representative

Aston Carter


Posting ID: JP-002662039

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Livermore, California
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Looking for a great opportunity within Credie Union ! We are hiring ASAP !


As a Member Loan Consultant, you will be responsible for making outbound (and inbound) phone calls to existing members in order to cross-sell deposit and loan products and services and promote the credit union as their lifelong financial partner.

This person will be on the phone 8 hours a day answering questions. Approximately 20 outbound calls per day- quality over quantity. They are the first contract and take down all information, put it in to application, and that goes to the consumer lending department.

They are a credit union that also does auto loans, boat, RV, watercraft loans, motorcycle loans, mortgage loans, home loans. This person will be working with a lot of blue collar folks from construction trades and labor union


Support, Customer service oriented, Customer support, Customer Service, Banking, Lending, consumer lending, Teller, Banker

Top Skills Details:

Support,Customer service oriented,Customer support

Additional Skills & Qualifications:

To succeed in this position, you must be able to satisfactorily perform common, uncommon and complex occurrences of each of the following under direct supervision from your manager:

Initiate, on a daily basis, a large volume of outbound phone calls to existing members to follow up on referrals and cross-selling opportunities from other departments, branched and electronic channels.

Actively listen to and respond to member needs while having a courteous and helpful attitude.

Educate and cross-sell members on the company’s deposit, consumer and mortgage loan and debit and credit card product and service offerings that can help them meet and exceed their financial needs.

Collaborate with co-workers in your department and in other departments and branches to provide effective and efficient service to our members.

Develop and maintain a comprehensive knowledge of the company’s products and services

Occasionally asssist with in-bound customer service calls dealing with routine customer account inquiries and transactions on an over flow basis

Understand and comply with applicable Federal and State laws, banking regulations

Experience Level:

Entry Level

Located in Livermore, CA !

Bilingual is a plus !

Please call me at 925-983-3302 and or send me email at !

About Aston Carter:

At Aston Carter, we’re dedicated to expanding career opportunities for the skilled professionals who power our business. Our success is driven by the talented, motivated people who join our team across a range of positions – from recruiting, sales and delivery to corporate roles. As part of our team, employees have the opportunity for long-term career success, where hard work is rewarded and the potential for growth is limitless.

Established in 1997, Aston Carter is a leading staffing and consulting firm, providing high-caliber talent and premium services to more than 7,000 companies across North America. Spanning four continents and more than 200 offices, we extend our clients’ capabilities by seeking solvers and delivering solutions to address today’s workforce challenges. For organizations looking for innovative solutions shaped by critical-thinking professionals, visit Aston Carter is a company within Allegis Group, a global leader in talent solutions.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 888-237-6835 or email for other accommodation options. However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting. The Recruiter is the sole point of contact for questions about this position.

Contact Information

Recruiter: Kayla Moniz

Phone: +19259833302


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