Member Services Rep I

Job Details

Job Location

Westchester Branch - Los Angeles, CA

Position Type

Full Time

Education Level

High School

Salary Range

$19.40 - $29.11 Hourly

Travel Percentage

None

Job Shift

Day

Job Category

Finance

Description

Role :

Provide value-added quality service and sales to the membership by efficiently, accurately and continuously handling member transactions and cross-selling credit union products and services. Provide one-stop service to members in all aspects of new accounts, loans, and account research.

Major Duties and Responsibilities :

30% - (Member Focus) - Ensures compliance with all credit union member service standards. Performs all member related functions and activities in accordance with superior member service. Promotes a retail sales environment by selling all credit union products and services face to face or through telemarketing events. Assists in organizing in-branch promotions and / or SEG presentations. Handles member correspondence, resolves inquiries and provides product information.

15% - (Business Development) - Supports the needs of the sales division by assisting wherever needed to meet member demand with sales and service delivery. Promotes a retail sales environment by selling all credit union products and services face to face or through telemarketing events. Obtains proficiency in conducting and / or organizing in-branch promotions and / or SEG presentations as directed by branch management. Required to meet and maintain minimum sales objectives assigned by branch management.

15% - (Quality) - Utilizes TQM tools and techniques, such as flowcharting, brainstorming, check sheets, and charts to continuously improve work process. Assist other staff members with product and service issue with minimum supervision. Performs other duties and assignments as delegated by branch management.

15% - (Teamwork and Cooperation) - Maintains effective communications between branch and other service centers. Is willing to provide support to other service centers in order to achieve exceptional member service.

10% - (Communication) - Maintains professional standards with all member and staff contacts, written correspondence, and overall personnel and branch appearance. Composes correspondence and communicates with members as necessary.

10% - (Job Knowledge) - Provides in depth level of knowledge and skill in the operational aspects of the member service area. Approves loans within credit union guidelines and parameters. Proficient in opening all credit union accounts and ability to perform complex account research.

5% - Other duties as assigned.

Additional Responsibilities :

• To provide friendly, professional, personal service to all members.
• To balance at least 98% of the time.
• Complete all work process with minimum of errors and a high degree of quality with minimal supervision.
• Required to meet and maintain minimum sales objectives assigned by the Branch Manager.
• Supports the needs of the Sales Division by assisting wherever needed to ensure member demand with sales and service delivery.
• Utilize TQM tools and techniques, such as flowcharting, brainstorming, check sheets, and charts to continuously improve work processes; demonstrates and promotes teamwork.
• Performs all duties in compliance with credit union policies and appropriate regulatory statutes.
• Understands compliance issues and attends training as it relates to Member Service Representatives. Complies with all relevant aspects of the Bank Secrecy Act as well as all other regulations applicable to the position.
• Ability to work on Saturdays as requested.
• May be required to visit car dealers during weekend business hours.

Qualifications

Education

Experience

Abilities, Knowledge and Skills

Performs all duties and assignments in compliance with credit union policies and appropriate regulatory statutes, including BSA regulations and those that correspond with specific job duties.

This Position Description is not a complete statement of all duties and responsibilities comprising this position.