Member Service Representative II

SchoolsFirst Federal Credit Union•Pico Rivera, CA

1d•$25 - $36•Onsite

About The Position

Provides World Class member service to members visiting branch and service center locations. Shares information about and promotes credit union products and services, builds member relationships, and processes transactions involving savings, loans, and auxiliary credit union services. Processes membership applications, additional share accounts, savings services, consumer loan requests, and general consumer loan fundings. Performs account research, identifies and resolves member account problems, and completes file maintenance such as address changes, check orders, and ATM card orders. Maintains cash and negotiables; performs vault and night drop duties as assigned; and assists with opening and closing branch preparations. Provides consultative, face-to-face account assistance by assessing member needs, addressing concerns, and seeking agreement on suitable products and services. Maintains working knowledge of credit union savings and consumer loan products and services, with basic knowledge of real estate products. Provides operational suggestions and performs other related duties as assigned or requested. Team members must comply with regulatory requirements and assigned training, including applicable Bank Secrecy Act requirements. The posting also lists additional functions involving team member support, budgeting, management planning, operating policies, projects, regulatory compliance, and organizational goals.

Requirements

High school diploma or GED required.
1–3 years of prior related experience required.
Notary license required.
Participation in the California DMV pull program may be required depending on assignment.

Responsibilities

Provide World Class service to members visiting branch and service center locations.
Provide information about and promote credit union products and services to build member relationships.
Process transactions involving savings, loans, and auxiliary credit union services.
Process new memberships, additional share accounts, savings services, consumer loan requests, and general consumer loan fundings.
Perform account research and identify and correct member account problems.
Perform file maintenance, including address changes, check orders, and ATM card orders.
Maintain cash and negotiables and perform vault and night drop duties as assigned.
Assist with morning and evening branch preparation.
Provide consultative, face-to-face service by assessing member needs, addressing concerns, and gaining agreement.
Maintain knowledge of credit union savings and consumer loan products and services, and basic knowledge of real estate products.
Suggest ways to streamline department and credit union operations.
Comply with regulatory requirements and assigned training, including applicable BSA regulations.
As listed under Additional Job Functions, support team members through answering questions, resolving problems, setting expectations, monitoring results, and providing training, coaching, counseling, and discipline.
As listed under Additional Job Functions, forecast financial requirements, prepare an annual budget, schedule expenditures, and analyze variances.
As listed under Additional Job Functions, contribute to organizational goals and priorities and implement plans with short-term business impact.
As listed under Additional Job Functions, evaluate operating procedures and policies to support member service, productivity, and internal control.
As listed under Additional Job Functions, initiate, research, coordinate, and implement projects benefiting members, team members, or department operations.
Ensure compliance with state and federal laws and other applicable regulations.
Understand organizational goals and key performance indicators and take actions to achieve desired results.
Perform other related duties as assigned or requested.