Member Relationship Representative I (Van Nuys/HQ - 16150 Sherman Way, Van Nuys CA 91406 )

LAPFCU•Van Nuys, CA

4h•Onsite

About The Position

Los Angeles Police Federal Credit Union has proudly served law enforcement employees and their families since 1936. To enhance the quality of life for the law enforcement community by serving as a trusted partner, we provide rewarding financial solutions through exceptional service. Position Summary We are seeking a Member Relationship Representative I, with 3-5 years of experience to join our team, who advocates daily to enrich our members financial lives. This is an in -person position, Monday through Friday located in the Van Nuys branch. The Member Relationship Representative is the face of the credit union and is responsible for providing accurate, professional, and prompt member service while presenting a variety of financial opportunities. This position requires a great deal of flexibility in executing all branch functions and engaging in high levels of interaction with our members. It is essential that the representatives in this role maintain knowledge on all related products, services, and promotions to effectively create additional opportunities based on our member’s needs. As a member of the branch team, this position is responsible for demonstrating our quality service standards while supporting the credit unions mission, core values and long-term objectives.

Requirements

3 to 5 years of customer service, sales or retail banking experience required.
Experience in a financial institution recommended, including lending and new accounts.
High school diploma, GED or equivalent required.
Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
Demonstrated excellent verbal/written communication and organizational skills.
Demonstrate effective sales skills.
Must be knowledgeable in rules and regulations applicable to credit unions.
If driving for company business, must have a valid California driver’s license and proof of current insurance coverage.
Valid Notary Public certificate.
Fluent English language skills required. Ability to read, analyze, explain and interpret complex documents and concepts. Ability to respond effectively to complex inquiries or complaints.
Personal computer advanced level literacy in various Microsoft Office applications and the internet.
Reliable, predictable, on-time attendance is essential.
The employee will spend most of the working time sitting, standing or walking, including significant time using computers.
Position requires repetitive hand movements; the daily ability to focus on several tasks at one time, analyze data and draw conclusions, distinguish paper money denominations and other financial instruments, accurately perform mathematical computations, analyze and explain complex information, communicate constantly with others in person, over the phone, and via electronic communications, and calmly and professionally communicate with members who are upset or angry.
The position may include occasional lifting of up to 10 lbs.

Nice To Haves

Associate degree in a related field preferred.

Responsibilities

Act as a point of contact for our members and deliver personalized service with enthusiasm and positivity.
Perform sales, service, and operational functions in the branch.
Process transactions promptly, accurately, and efficiently to include deposits, transfers, withdrawals, opening and/or performing maintenance on new accounts, IRA’s CD’s, loans, wires, etc. in accordance with credit union policies, procedures, and regulatory requirements.
Proactively builds, develops, and maintains relationships with members. Educates members on ways to utilize our products and services to enhance their financial futures.
Evaluate member loan requests and make sound loan decisions utilizing designated lending authority. Offer protection products and options to enhance loans while following established policies.
Provides advice and assistance to members on budget counseling, consolidations, pay methods and other areas relating to member’s financial needs.
Acts as a champion for our partners and proactively promotes solutions appropriate to meet their financial needs.
Perform notarial acts.
Reconcile Coin Machine and TCR
Assist with, or preform, monthly, quarterly, & semi-annual audits.
Perform member account research, audits, adjustments.
Perform opening and end of day procedures.
Answer and manage incoming calls.
Balance branch totals and maintain branch vault cash.
Demonstrate excellent attention to detail and sound judgment.
Ability to work in a fast paced, goal-oriented environment.
Must be an effective team player and be able to communicate clearly and effectively.