Sr. Member Service Officer (Culver City)

First Entertainment Credit Union•Culver City, CA

12d•Onsite

About The Position

First Entertainment Credit Union is seeking a Sr. Member Service Officer to deliver excellent service to current and potential members and build relationships by educating and advising members about Credit Union products and services. The role contributes to Credit Union results through expense control, profitability, business growth, and member satisfaction. It performs direct member service functions, including paying and receiving transactions, advanced account maintenance, and recommending and selling products and services while safeguarding confidential member information. This is a full-time, onsite position primarily based at the Culver City location, with floating coverage potentially required. The position reports to the Sr. Branch Manager. The target starting hourly rate is $26 to $32 in California.

Requirements

High school graduate or equivalent.
At least three years of applicable experience as a Member Service Representative/New Accounts at a full-service financial institution.
Demonstrated success exceeding goals or cross-sell expectations.
Cash-handling experience.
Excellent customer service, problem-solving, conflict-resolution, organization, and sales skills.
Solid knowledge of Credit Union products and services, procedures and guidelines, and field-of-membership requirements.
Thorough knowledge of regulations applicable to the role’s essential responsibilities.
Proficiency with office equipment and Microsoft Office products.

Nice To Haves

Work-related experience or a related college degree.
Prior experience as a vault custodian.
Prior experience with Symitar.

Responsibilities

Build member relationships consistent with member expectations and corporate standards for service and work performance.
Identify members’ financial needs and recommend appropriate products, services, or referrals, including deposit, club, trust, Coogan, HSA, IRA, business, and real estate products.
Promote marketing campaigns and promotions by explaining their benefits and recommending offerings based on members’ needs.
Follow up with members about requests, including through outbound phone calls.
Assist with and troubleshoot account matters, including fraud, errors, and card issues or compromises.
Accurately provide information and complete tasks related to memberships, accounts, and ancillary services.
Accept consumer loan applications, follow up on required documentation, and close in-person consumer loans.
Educate members about remote delivery channels and encourage their use.
Serve in a dual-control capacity for operational tasks and assist management with daily routines and operational requirements.
Complete required reports and records promptly and accurately, including timesheets, branch balancing reports, branch logs, and manual report tracking.
Make cold sales calls to generate deposits and loans and contact existing members to cross-sell products and services.
Perform other assigned duties.