Member Service Representative II

Eagle Community Credit Union•Anaheim, CA

1d•Onsite

About The Position

Provides exemplary service to members by accurately and efficiently handling their financial and loan-related transactions in person or by phone, and by assisting members to increase the profitability of their business relationship with the credit union. To meet service and sales goals. To embody the Credit Union’s core values of Integrity, Collaboration, Accountability, Respect, and Excellence.

Requirements

High school diploma or general education degree (GED); or six months to one year of related experience and/or training or equivalent combination of education and experience.
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
Ability to write routine reports and correspondence.
Ability to speak effectively before groups of customers or employees of the organization.
Ability to add, subtract, multiply, and divide into all units of measure, using whole numbers, common fractions, and decimals.
Ability to compute rate, ratio, and percent, and to draw and interpret bar graphs.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
10-key, Word, Excel, Outlook, and Internet.

Nice To Haves

Bilingual in Spanish strongly preferred.
Symitar knowledge preferred.

Responsibilities

Opens and processes all transactions relating to new accounts, certificates, and IRAs.
Input member transaction requests for account data changes, deposits, cash withdrawals, transfers, check withdrawals, loan payments, travelers' checks, savings bonds, and money orders.
Accurately answers member questions regarding credit union products, services, and general credit union policies in a friendly and courteous manner by phone or in person.
Input loan applications, follow up on loan decisions, and fund loans.
Consistently balances to computer-generated totals within the required timeframe.
Follows credit union policies and procedures to protect the credit union from exposure to loss or fraud.
Meets or exceeds assigned performance standards and goals pertaining to member utilization of credit union products and services.
Stays informed of credit union products, services, procedures, new developments, and knowledge of the competition and their products.
Works to increase knowledge in sales and service, technical skills, and professional development through available internal and external resources.
Demonstrates proficiency and ability in core competencies as periodically required of the position.