Member Service Officer

Financial Partners Credit Union • Los Angeles, CA

1d • Onsite

About The Position

Financial Partners Credit Union, recognized as a Top Workplace by USA Today, the Orange County Register, and the Los Angeles Times, and named one of the Best Credit Unions to Work For by American Banker and one of the Best Credit Unions in California by Forbes, is seeking a motivated and dependable individual to join our team as a Member Service Officer at our Woodland Hills Branch. The Member Service Officer will greet members and assist them on using the Virtual Teller Machines, setting up mobile accounts, online e-Banking, and other services. Advise members in the selection and opening of all Credit Union deposit accounts.

Requirements

• Greet member by name and smile.
• Open and close checking, savings, money market, CD’s, IRA’s following credit union policies and procedures.
• Identify and refer loan opportunities to PBO, Branch Manager or MLC.
• Proactively identify opportunities to serve members further using the Mini-FiNap process.
• Educate members on convenience services, such as mobile, e-banking, e-quest, bill pay, direct deposit, ATM and shared branches.
• Use good judgment when establishing new accounts and accepting items for deposit to minimize risk of loss to the credit union.
• Must be able to research and resolve escalated Member issues.
• Be able to work as a team player, prioritize tasks and handle high volume traffic.
• May be required to support other branches when necessary.

Responsibilities

• Greet member by name and smile. Assist members in utilizing the PTM.
• Open and close checking, savings, money market, CD’s, IRA’s following credit union policies and procedures.
• Identify and refer loan opportunities to PBO, Branch Manager or MLC.
• Proactively identify opportunities to serve members further using the Mini-FiNap process.
• Educate members on convenience services, such as mobile, e-banking, e-quest, bill pay, direct deposit, ATM and shared branches.
• Use good judgment when establishing new accounts and accepting items for deposit to minimize risk of loss to the credit union.
• Must be able to research and resolve escalated Member issues.
• Be able to work as a team player, prioritize tasks and handle high volume traffic.
• May be required to support other branches when necessary.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 101-250 employees