Member Experience Representative I

OceanAir Federal Credit Union • Camarillo, CA

7d • $20 - $22 • Onsite

About The Position

Join Our OceanAir Federal Credit Union Family! Are you ready to make a difference in people's financial lives while having a blast at work? At OceanAir Federal Credit Union, we're all about providing a stellar member experience that keeps our members coming back for more. If you're passionate about helping others and love a fun, dynamic work environment, we want YOU on our team!

Requirements

• High School diploma or GED.
• Six months of experience in a sales, service, and/or call center environment.
• This role involves talking, hearing, and using your hands for keyboarding.
• Be prepared for lots of phone work and sitting for long periods.

Responsibilities

• Identify the financial needs of each member and recommend products or services to improve their financial life.
• Promptly answer all incoming calls with courtesy and efficiency.
• Assist members with general credit union information, including products, hours, and locations.
• Process new account requests via the Internet and notify applicants of their status.
• Perform account servicing functions like processing transfers, cash advances, and other transactions.
• Educate and assist members with electronic services, such as PCAccess, SmartPay, POP Money, Finance Works, Mobile Banking, and eStatements.
• Refer interested members to the Loan Sales Team for consumer lending and the Mortgage Department for real estate lending.
• Perform other fun and meaningful duties as assigned.

What This Job Offers

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