U

University of Southern California

Research university in Los Angeles, CA

Credit Union Member Relationship Specialist 2

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeLos Angeles, CA, USA$20.57 - $24 /hr

About the Job

Requirements

  • Have at least one year of experience in customer service, sales, or retail banking.
  • Demonstrate lending experience and knowledge of consumer loan products and services.
  • Have strong interpersonal, written, and oral communication skills.
  • Be able to work independently with minimal supervision and as part of a team.
  • Be able to multitask and build relationships in a sales environment.
  • Have experience with office management software and tools, such as Google Suite, Slack, and Microsoft Excel.
  • Be knowledgeable in the Bank Secrecy Act, the Office of Foreign Assets Control rules, the USA PATRIOT Act, Regulation CC and funds availability, the Gramm-Leach-Bliley Act, Member Financial Privacy, the National Credit Union Share Insurance Fund, and Truth in Savings.
  • Pass a pre-employment background and credit check.

Responsibilities

  • Meet established performance and service standards and sales goals.
  • Develop and deepen member relationships by providing consultative service that identifies member needs and matches them with appropriate credit union products and services.
  • Use active, reflective, and empathic listening to triage member calls, assess member needs, and apply the appropriate protocol effectively and promptly.
  • Process member transactions and inquiries received by telephone accurately and efficiently, including deposits and withdrawals, loan payments, new account applications, lending applications, and related documentation.
  • Use credit scoring, sound lending practices, and judgment to make lending recommendations or decisions.
  • Ensure compliance with applicable laws, regulatory requirements, policies, and procedures related to credit union products and services.
  • Occasionally provide backup coverage as a Member Relationship Specialist at other credit union locations or branches.

Desired Qualifications

  • Have three years of experience in customer service, sales, or retail banking, or experience at a financial institution.
  • Have knowledge of job-related regulations, such as the Bank Secrecy Act, Regulation E, and the Gramm-Leach-Bliley Act.
  • Have a bachelor's degree in a related field.

About the Company

University of Southern California

Research university in Los Angeles, CA

The University of Southern California is a private research university with academic programs across the arts, sciences, business, engineering, law, health, and other professional fields.

Company size
Not listed
Company stage
Not listed
Total funding
Not listed
Headquarters
Not listed
Founded
Not listed

Recently Posted Jobs

Explore more opportunities at University of Southern California

See more jobs