Specialty Deposit Representative

L A Federal Credit Union • Glendale, CA

12d • $24 - $27 • Onsite

About The Position

LAFCU's Specialty Deposit Representative works with the Business and Specialty Deposit Officer to provide specialty deposit products and services. This position is a subject matter expert (SME) for specialty deposit products and services. Additionally, the position works cross-functionally as an internal source of professional, technical, and general support to improve LAFCU’s specialty deposit suite of products. This role is a full-time non-exempt position in Branch Operations.

Requirements

• High school diploma or equivalent; strong knowledge of specialty deposit products and services.
• 2 years of experience in the financial industry; 1 year focused on specialty accounts.
• Excellent oral and written communication skills.
• Ability to exercise good judgment with strong ethic, self-starter and adapt to change.
• Ability to work independently and as part of a team.

Responsibilities

• Provide fast, friendly, and accurate service to all members.
• Maintain positive work environment by fostering cooperation and collaboration and taking ownership of own action and behavior.
• Adhere to security requirements in maintaining confidentiality and verifying member’s identity.
• Process account transactions related to specialty products and services such as Power of Attorney, Guardianship, Decedent, Revocable Trust, Traditional and Roth IRA, Education Savings (ESA) and Health Savings (HAS) accounts.
• Meet directly or indirectly through different methods of communication to grow relationships.
• Establish new membership and open all other secondary accounts and business accounts, as needed.
• Process consumer loan requests and fund loans, as needed.
• Works with internal/external partners to add new and enhance existing specialty deposit products and services, including developing new resources and training.
• Stay abreast of industry trends and competitors through researching ways to improve efficiency and services to members.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED