Member Care Representative I

LBS Financial Credit Union•Long Beach, CA

About The Position

The Member Care Representative I delivers an excellent experience to current and potential credit union Members through LBS Financial’s FACES service approach: Friendly, Accurate, Courteous = Excellent Service. This entry-level designation is for an employee entering the financial services industry and learning and developing the basic tasks of a teller. The representative educates Members about the credit union’s 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 ethical judgment, attention to detail, and a commitment to quality service in a fast-paced team environment. Occasional travel to and from the corporate office and coverage at other branches may be required. The scheduled hours are Monday through Friday, 9:15 AM–6:15 PM, and Saturday, 8:30 AM–2:30 PM, for 40 hours weekly.

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 ethical standards, good judgment, and common sense.

Nice To Haves

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

Responsibilities

  • Deliver excellent, personal service to current and potential Members using the FACES service approach.
  • Educate Members about the credit union’s products and services.
  • Work with Members and teammates to meet and exceed individual and credit union goals.
  • Perform essential job functions described in the MCR I Job Functions and Responsibilities document.
  • Follow credit union policies and procedures.
  • Travel occasionally to and from the corporate office and provide coverage for other branches, as required.

Benefits

  • Medical, dental, and vision coverage; employee-only plans are 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 start on the first of the month following 30 days of employment.
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