North Island Credit Union

  • San Diego, CA, USA

Our Story

In 1933, California Credit Union was born out of a need to provide reliable, rewarding, and convenient financial services to teachers and others in the education community. Almost a decade later, North Island Credit Union made a name for itself by providing banking resources to military and civil service personnel.

To provide even greater opportunities to Californians throughout the state, California Credit Union and North Island Credit Union have joined forces.

A true partnership for the future, California Credit Union connects our longstanding focus on education, with our roots in the local community, to our proud ties to the military. We have great respect for the strong relationships we have established over the years — and with the support of our loyal members, we will continue to deliver peace of mind through stability, collaboration, and service.

We recognize our vibrant home that is California, and are committed to supporting the dreams of our members from crest to coast. California Credit Union is California’s credit union — serving driven, active members with superior products, enhanced member services, and an exceptional branch experience.

Our Mission

From the California community to educators to entrepreneurs and those who serve our country, California Credit Union puts our members first; through accessibility and convenience, we offer the service, security, and stability they will always rely on, and the solutions and education they need to secure a stronger financial future.

North Island Credit Union San Diego, CA, USA
Apr 05, 2018
Full time
General Summary: The Call Center Member Services Representative is responsible for receiving incoming calls in a prompt and polite manner; providing high quality service to California Credit Union members.  Responsibilities include responding to product, operations, and policy inquiries.  Resolve complaints in an accurate, timely and professional manner, with the highest level of integrity and service. Responsibilities Principal Accountabilities: Provide prompt and accurate information to members regarding accounts, Credit Union products, services, and promotions.  Offers and cross-sells Credit Union products and services to meet member needs.  Effectively responds to member’s questions and/or concerns.  Follow procedures pertaining to specific requests such as, wire transfers, check orders, ATM & Debit Card processing, lost/stolen cashier’s checks, share, and loan accounts.  Maintain a working knowledge and understanding of all audit and compliance regulations. Secondary Accountabilities: Performs other duties as assigned. Qualifications Requirements: High School Diploma or equivalent.     12 – 18 months of customer service and/or call center experience in a credit union or similar financial institution. Ability to work with minimal supervision to accomplish tasks. Ability to take ownership of responsibilities and follow-up in a timely manner. Excellent verbal and written communication skills. Basic computer skills.         Jiro Yamamoto Team D
North Island Credit Union La Mesa, CA, USA
Apr 05, 2018
Full time
General Summary: Our Member Services Representatives play a key role in representing the California Credit Union brand by providing exceptional service whileperforming transactions efficiently and accurately; presenting them the opportunity to provide top-notch, professional, and friendly interactions with members and employees. Responsibilities La Mesa Branch   Job Description: Provide exceptional service to customers by processing transactions accurately and efficiently in accordance with established policies and procedures. Connecting members with teammates through referrals; making the financial lives of our members better. Demonstrate our brand attributes in all actions and provide an excellent experience for the member.   Essential Duties: Process teller transactions (deposits, payments, withdrawals, checking-cashing, etc.). Maintain adequate cash supply within limits; balance cash drawer daily. Assist with back office functions. Cross-sell products and services; identify and recommend appropriate services that best meet members’ needs and result in quality sales. Participate in sales promotions and meet referral goals. Answer member inquiries while complying with disclosure requirements, regulations, and consumer privacy policies.   At a higher level: Handle more complex member inquiries and issues. Accurate and timely input of all new account and account maintenance information. Provide regulatory disclosures to all members.   Performs other duties as assigned.    The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required. Qualifications Knowledge, Skills and Abilities: Excellent customer service skills A background in sales is highly desirable Ability to work in a fast-paced environment High degree of accuracy Strong communication skills Experience: High school diploma or GED. MSR I:  One year of previous customer service, sales, and cash handling experience in retail, banking, or food service.  MSR II:  One year of experience in a Teller/Member Services Representative role.  Prior call center, banking, or credit union experience desired.  Experience cross-selling bank/credit union products and services.  Knowledge of regulations related to financial institutions. Important Notes *Must be able to pass a Consumer Credit Check and Background Check satisfactorily.*   Competitive Pay. Beneftis include: Medical, Dental, Vision, 401k.   EOE         Jiro Yamamoto Team D
North Island Credit Union San Diego, CA, USA
Apr 05, 2018
Full time
General Summary   Working closely with AVP, Assistant Controller to provide accounting support to include General Ledger Accounting, Account Reconciliations; and, Accounting and Regulatory Reporting. Responsibilities Principal Accountabilities (80%)   Assists in the preparation of financial statements by gathering and analyzing information from the general ledger system, core system and departments. Reconciles various general ledger and external accounts daily and prepares necessary clearing general ledger entries. Answers accounting and financial questions by researching and interpreting data. Reconciles work by analyzing, researching and verifying GL information and comparing system reports to balances. Completes monthly reconciliations of general ledger accounts. Manages monthly reconciliation processes. Handles weekly regulatory reporting, by balancing, reviewing, analyzing, and transmitting Reg. D/FR2900 report to the Federal Reserve Bank.   Secondary Accountabilities (20%)   Provides backup to co-workers in the department to cover out of office situations. Works on special projects as assigned. Develops and implements accounting procedures by analyzing current procedures and recommends changes. Updates job knowledge by participating in educational opportunities and reading professional publications. Implements continuous process improvements that streamline processes and increase accuracies. Complies with BSA requirements as commensurate with position. Qualifications Position Requirement and Qualifications     Abilities:      Must be able to work independently with minimal supervision.  Excellent attention to detail.  Strong written and verbal communication skills.  Great analysis and problem-solving skills in addition to being able to multi-task several duties.  Self-starter with great organizational skills.  Excellent PC and computer skills to be able to operate applicable software, applications and programs, including Excel, Word and Microsoft Office Suite or equivalent.   Knowledge, Education, Certifications, Licenses:   Intermediate knowledge of Excel spreadsheets and Microsoft Word, with a basic understanding of Access databases.  Working knowledge of general ledger reconciliations and research; journal entries; accounting rules, regulations, policies, procedures that is reflective of the financial services industry; and, various operating systems, including Prologue, OSI, Optima, and automated accounting systems or equivalent.  Bachelor’s Degree in Accounting or a similar field is preferred.    Experience:   Requires a minimum of one to two years of experience at the level of a Staff Accountant or equivalent to include education and/or certifications.  Preferred experience in the credit union or banking industry.   Working Conditions and Physical Demands: Work is performed in a general office environment.  This position does not require significant physical efforts.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.  Refer to the Safety & Health Policy found in North Island Credit Union’s Employee Handbook & Resource Guide.   The information contained in this job description is not exhaustive of all the duties and responsibilities associated with the job and does not alter or modify the at-will employment relationship that exists between North Island Credit Union and the employee.  Additionally, nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.           Jiro Yamamoto Team D
North Island Credit Union Encinitas, CA, USA
Apr 05, 2018
Full time
General Summary: Under general supervision, develops and maintains member account relationships by providing a high level of quality member service.  Originate, process, and disburse loans; open new accounts.   Respond to member inquiries timely and accurately.  Actively promote, explain and cross-sell credit union products and services; participate in all promotional/referral programs.  Develop, establish, and maintain member relationships.  Coordinate sales efforts with the appropriate department (Insurance, Financial Services, etc.) as needed.  Achieve assigned goals.  Responsibilities Encinitas Branch   Principal Accountabilities: Opens and processes Trust Accounts, Administered Accounts and IRA products. Meets or exceeds assigned sales goals. Assumes responsibility for exceptional member service. Adherence to all Regulatory/Compliance policies and ability to manage associated risk; provide regulatory disclosures to all members. Accurate and timely input of all new account and loan information. At a higher level:   Handles more complex sales and new accounts processing and other related member transactions. Interviews and counsels members; gather and compile loan information for credit approval. Responsible for analyzing detailed information for consumer loans. Serve as resource for information as related to FSR I and provide training. Secondary Accountabilities: Performs other duties as assigned.      The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required. Qualifications Knowledge, Skills and Abilities: Excellent customer service skills Ability to work in a fast-paced environment Strong communication skills Proficient in MS Word and Excel. Knowledge of regulations related to financial institutions. Experience: High School graduate; some college courses in business, finance preferred. Two years customer service/sales experience in a financial institution. FSR I:  1+ year of proven track record of sales; financial institution experience in New Accounts and Consumer Loan origination or equivalent. FSR II:  2+ years of financial institution experience in New Accounts, sustained track record of sales, Consumer Loan origination or equivalent.         Jiro Yamamoto Team D