Retirement Support Representative III

SchoolsFirst Federal Credit Union•Santa Ana, CA

2d•$27 - $39•Hybrid

About The Position

We’re always looking for diverse, talented, service-oriented people to join our exceptional team. Retirement Support Representative III The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity. Pay Range: $26.62 - $38.60 Scheduled Weekly Hours: 40 What You’ll Be Doing Supports advisors and managers within the Member Retirement Planning (MRP) and Retirement Builder Plan (RBP) department(s). Provides prompt, accurate, and high-quality service to Members and branch Teammembers by phone, email, and mail regarding general investment and retirement account inquiries. Responds to incoming phone calls and emails from Members, Participants, and internal Teammembers, providing basic information on retirement account processes and forms. Supports resolution of escalated issues by researching non-routine scenarios and providing accurate, policy-aligned responses under limited supervision. Escalates inquires to Retirement Support Specialists, as needed. Schedules advisor appointments, confirms availability, and manages calendar logistics through internal tools. Prepares and organizes Member documentation; scans, logs, and routes requests for advisor or processing team review. Follows established job aides to ensure compliance and consistency in processing common transactions such as distributions, loans, and rollovers. Reviews basic Member forms for completeness and flags missing information before escalation. Maintains call documentation and internal communication logs with attention to accuracy and detail. Participates in onboarding, team huddles, and training sessions to build retirement product knowledge and service readiness. Supports administrative tasks such as preparing mailings, tracking service requests, and supporting cross-functional teams with ad hoc assignments. Additional Job Functions Performs other duties as assigned Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions Qualifications High School Diploma or GED required 3-5 years of prior related experience required Previous experience in retirement plan operations or financial services preferred Series 6, 63/65, or 66 preferred Life Insurance license preferred Knowledge, Skills, and Abilities Maintains thorough knowledge of investment and retirement products including but not limited to, all IRA products, 529, 457(b), 403(b) and Life Insurance.Maintains thorough knowledge of investment and retirement products including but not limited to, all IRA products, 529, 457(b), 403(b) and Life Insurance. SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you’re excited about a position or wanting to make a career change but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on. SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information. This organization participates in E-Verify. We're passionate about living our mission of providing Members with World-Class Personal Service and financial security. There's a reason we love coming to work every day. We have the privilege of serving those who build the future: school employees, and the families who make their work possible. Our success is built on our relationships with each other, our Members and the community. We value teamwork and face-to-face interactions and believe we’re at our best when we’re collaborating in-person. We also know the flexibility to work remotely benefits the wellbeing of our team. View the work location information below on the job listing that interests you. 100% on-site, 0% remote. Including those serving Members in-person at our branches. Three days a week in the office and up to two days remote. Hybrid teams coordinate on-site days to collaborate in-person. Up to 100% remote. Select individual contributor roles may be given the option to work fully remote. Not finding the right fit? Let us know you're interested in a future opportunity below, or create an account by clicking 'Sign In' at the top of the page to set up email alerts as new job postings become available that meet your interest!

Requirements

High School Diploma or GED required
3-5 years of prior related experience required
Maintains thorough knowledge of investment and retirement products including but not limited to, all IRA products, 529, 457(b), 403(b) and Life Insurance.
Maintains thorough knowledge of investment and retirement products including but not limited to, all IRA products, 529, 457(b), 403(b) and Life Insurance.

Nice To Haves

Previous experience in retirement plan operations or financial services preferred
Series 6, 63/65, or 66 preferred
Life Insurance license preferred

Responsibilities

Supports advisors and managers within the Member Retirement Planning (MRP) and Retirement Builder Plan (RBP) department(s).
Provides prompt, accurate, and high-quality service to Members and branch Teammembers by phone, email, and mail regarding general investment and retirement account inquiries.
Responds to incoming phone calls and emails from Members, Participants, and internal Teammembers, providing basic information on retirement account processes and forms.
Supports resolution of escalated issues by researching non-routine scenarios and providing accurate, policy-aligned responses under limited supervision.
Escalates inquires to Retirement Support Specialists, as needed.
Schedules advisor appointments, confirms availability, and manages calendar logistics through internal tools.
Prepares and organizes Member documentation; scans, logs, and routes requests for advisor or processing team review.
Follows established job aides to ensure compliance and consistency in processing common transactions such as distributions, loans, and rollovers.
Reviews basic Member forms for completeness and flags missing information before escalation.
Maintains call documentation and internal communication logs with attention to accuracy and detail.
Participates in onboarding, team huddles, and training sessions to build retirement product knowledge and service readiness.
Supports administrative tasks such as preparing mailings, tracking service requests, and supporting cross-functional teams with ad hoc assignments.
Performs other duties as assigned
Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties.