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Logix

Member-owned bank distributing profits to members

Member Services Officer 2

Customer SupportUpdated on Nov 5
Full-timeValencia, Santa Clarita, CA, USA$21.76 - $32.64 /hrIn-person

About the Job

Requirements

  • At least 24 months of retail customer service experience.
  • Recent financial institution experience as a teller, new accounts representative, or in a call center role.
  • Working knowledge of Microsoft Office products.
  • Experience troubleshooting basic smartphone and web browser issues.
  • Ability to read and comprehend simple instructions, short correspondence, and memos, and to write simple correspondence.
  • Ability to present information effectively in one-on-one and small-group situations to customers, clients, and other employees.
  • Ability to perform basic arithmetic and calculate rates, ratios, percentages, and interpret bar graphs.
  • Ability to apply common-sense understanding to detailed but uninvolved written or oral instructions and address problems involving a few concrete variables in standardized situations.
  • Ability to work in a fast-paced, deadline-driven environment and multitask with attention to detail.
  • Ability to meet scheduled attendance and schedule-adherence guidelines.

Responsibilities

  • Achieve established goals for sales, member service ratings (NPS), and sales or product performance.
  • Direct calls to appropriate personnel and adhere to service-quality standards and statistical performance measures during member interactions.
  • Use verbal and written communication to explain Credit Union policies and resolve member concerns professionally and personably.
  • Maintain up-to-date knowledge of federal regulations related to loans and operations.
  • Participate in team meetings and contribute to developing programs and methods that improve delivery effectiveness and member service.
  • Assist members with financial needs, including questions, transaction requests, and complaints, and help them select appropriate products and services.
  • Report to work on time as scheduled.

Desired Qualifications

  • A four-year or Bachelor's degree.

About the Company

Logix

Member-owned bank distributing profits to members

Logix is a member-owned bank where customers become part-owners when they open an account. 100% of profits are returned to members as lower fees, better rates, improved services, and higher reserves to maintain financial strength. This ownership model aims to align the bank’s success with its customers, making Logix feel like a community-owned financial institution. The company distinguishes itself with a high level of personalized service (80% of calls answered by a live agent, concierge desks in branches, and free gourmet coffee), a long track record of stability (no bailout funds and no losses in 80 years), and strong member advocacy (over 96% would recommend Logix). Its goal is to offer smarter banking through ownership-based benefits, reliable service, and financial resilience that benefits its members directly.

Company size
501-1,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Burbank, CA
Founded
1937

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