Member Care Representative I

LBS Financial Credit Union • Cerritos, CA

7d

About The Position

The Member Care Representative I delivers an excellent experience to current and potential Members through LBS Financial’s FACES service standard: Friendly, Accurate, Courteous = Excellent Service. This entry-level role is intended for an employee entering the financial services industry and learning and developing the basic tasks of a teller. The representative educates Members about credit union products and services, works with Members and teammates to meet and exceed individual and Credit Union goals, and follows credit union policies and procedures. The role requires strong ethics, sound judgment, attention to detail, and a commitment to quality customer service in a fast-paced environment. Occasional business travel to or from the corporate office and coverage at other branches may be required. The schedule is 40 hours weekly: Monday–Friday, 9:15 AM–6:15 PM, and Saturday, 8:30 AM–2:30 PM.

Requirements

• High school diploma or equivalent.
• Excellent listening and communication skills.
• Demonstrated outstanding customer service skills.
• Ability to work in a fast-paced team environment.
• Previous experience providing product recommendations and referrals.
• Ability to handle multiple priorities simultaneously while maintaining a calm, friendly demeanor.
• Attention to detail.
• Proven ability to report to work consistently, on time, and as scheduled.
• Professional manner and attire.
• Ability to learn new systems, policies, and processes quickly.
• Working knowledge of Microsoft Office products.
• High level of ethics, good judgment, and common sense.

Nice To Haves

• One year of customer service experience preferred.
• Previous experience handling cash and balancing a cash drawer preferred, but not required.
• Previous teller experience preferred, but not required.

Responsibilities

• Deliver an excellent, personal service experience to current and potential Members according to the FACES service standard.
• Educate Members about the credit union’s products and services.
• Perform essential teller-related functions as described in the MCR I Job Functions and Responsibilities.
• Work with Members and teammates to meet and exceed individual and Credit Union goals.
• Follow credit union policies and procedures.
• Travel occasionally to or from the corporate office and provide coverage at other branches as required.

Benefits

• Medical, dental, and vision plans, with employee-only plans paid 100% by LBS.
• 12 paid holidays, three weeks of paid time off, and sick time.
• Defined benefit pension plan.
• 401(k) and Roth(k) retirement plans.
• Life, AD&D, and LTD insurance.
• Critical illness, accident, and hospital indemnity insurance.
• Educational reimbursement.
• Paid volunteer hours.
• Loan discounts and free branch services.
• Discounts on entertainment, movie tickets, travel, car rentals, and more.
• Wellness benefits beginning the first of the month following 30 days of employment.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED