Service Delivery Representative II

Schoolsfirst Federal Credit Union • Tustin, CA

300d • $22 - $31

About The Position

The Service Delivery Representative II serves as the first channel of choice for Members' financial needs, providing World-Class Personal Service on each contact. This role involves handling Member inquiries, performing account transactions, maintaining confidentiality, and advocating for Members while collaborating with support departments to resolve issues. The representative will also mentor new team members and participate in service initiatives.

Requirements

• High School Diploma or GED required.
• 1-3 years of previous related experience required.
• Essential communication skills including empathizing, engaging, and reflective listening.
• Problem-solving skills.

Responsibilities

• Serve as the first channel of choice for Members' financial needs.
• Handle Member inquiries by leveraging knowledge of products, services, and policies.
• Perform account transactions and requests with accuracy.
• Maintain confidentiality of Credit Union and Member records.
• Protect the security of Members' accounts by identifying potential fraud.
• Work independently while fostering strong team relationships.
• Navigate various technology systems and adapt to software enhancements.
• Perform research on accounts and analyze account activity.
• Make decisions within prescribed approval limits.
• Advocate for Members and escalate issues as appropriate.
• Support service initiatives and suggest process improvements.
• Mentor new team members by providing coaching and sharing best practices.

Benefits

• Pay range: $22.00 - $31.90 per hour.
• Scheduled Weekly Hours: 25.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED