Service Delivery Representative II

SchoolsFirst Federal Credit Union•Tustin, CA

13d•$22 - $32•Remote

About The Position

We are excited to share that SchoolsFirst FCU is hosting a VIRTUAL HIRING EVENT for part-time (20-30 hours) Service Delivery Representative II positions for our Tustin Contact Center located at 15222 Del Amo Avenue, Tustin, CA 92780. Our virtual hiring event will begin August 24, 2026, through September 4, 2026. If you or someone you know is ready to take that next step and join a culture of excellence, then we invite you to apply below. If selected, you will have the opportunity to virtually connect with our recruiters and be considered to join our Dream Team! Please remember to dress to impress and have your most up-to-date resume ready. To serve as our Members' first channel of choice along with eServices, Chat, and Secure Message channels for their financial needs, to be there for our Members when they are unsure how to proceed, and to be there for them when other channels are unable to support their needs. Our job is to be ready and willing to consistently provide World-Class Personal Service on each and every contact.

Requirements

High School Diploma or GED required
1-3 years of prior related experience required
Essential communication skills include empathizing, being engaging, focused, and attentive, using reflective listening, and asking open-ended questions to build connections and be a trusted advisor.
Listens without interrupting
Asks questions to clarify and verify information
Recaps transaction to ensure understanding
Identifies essential information
Enters information quickly
Displays expected level of accuracy
Summarizes transaction clearly and concisely
Uses correct terminology
Problem-solving skills

Responsibilities

Handle Member inquiries by leveraging knowledge and resources about various different products, services, processes, procedures, and policies.
Navigate the internal support website to provide solutions and drive calls efficiently.
Identify and collaborate with the appropriate support departments to ensure timely resolution of issues.
Suggest ways that our Members can easily access and manage their accounts.
Proactively identify ways to help make their lives easier by sharing the benefits of different channels to increase convenience, ease of use, efficiency, or any additional assistance our Member may need.
Understand which benefits are important to our Members and suggest personalized options for Members to better access and manage their accounts.
Perform account transactions and requests with accuracy, ensure your Members’ needs are met by clearly answering all their questions, and seeking out assistance as needed.
Maintain the confidentiality of Credit Union and Member records.
Protect the security of our Members’ accounts by properly identifying Members and listening for indications of Member impersonators and/or fraudsters before conducting transactions
Work independently while fostering strong team relationships by sharing knowledge, resources, trends, and best practices with teammembers.
Navigate various technology systems, work with multiple computer screens, and adapt to evolving software and technology enhancements.
Perform research on account and analyze account activity to help resolve Member inquiries and following through to resolution.
In-depth knowledge of our products and services to make recommendations which may be of benefit to our Members, including promotions and financial education resources.
Make decisions within prescribed approval limits and seek next level assistance with requests beyond teammember limits for additional Member advocacy.
Advocate for our Members and escalate issues as appropriate and work with other departments to set expectations and address Member concerns.
Supports service initiatives, participates in training or huddle sessions, and suggests opportunities to streamline processes and functions.
Serve as a mentor for new teammembers by providing peer coaching, sharing best practices, assisting with training, modeling the way, and actively recognizing others.
Intermediate knowledge of account fraud transactions
Dispute and fraud card claim intake
Intermediate knowledge of credit card transactions
Intermediate knowledge of debit card transactions
Intermediate loan account maintenance
Set up electronic payments
Set up/revise/cancel ACH payments
Ability to process international and domestic wire transfers
Ability to process Secure Message correspondence
Intermediate knowledge of eServices and Chat channels
Intermediate knowledge of specialty products, i.e., Summer Saver, Paycheck Planner, and share certificates
Intermediate knowledge of retirement products
Facilitate account vesting changes
Verify Membership eligibility
Intermediate knowledge of NCUA share insurance coverage
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