U

University of Southern California

Research university in Los Angeles, CA

Member Relationship Specialist 1

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeLos Angeles, CA, USA$21 - $23 /hr

About the Job

Requirements

  • Have at least six months of customer service, sales, or retail banking experience; the ideal candidate has at least two years of financial institution sales and service experience and a proven record of meeting production and sales goals.
  • Be knowledgeable about the Bank Secrecy Act, Office of Foreign Assets Control requirements, the USA PATRIOT Act, Regulation CC and funds availability, Gramm-Leach-Bliley Act and member financial privacy, National Credit Union Share Insurance Fund, and Truth in Savings.
  • Be flexible with scheduling that may include occasional Saturday hours and weekday afternoon or evening hours.
  • Pass a pre-employment background and credit check.
  • Have excellent 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.

Responsibilities

  • Consistently meet established performance standards, service standards, and sales goals.
  • Develop and deepen member relationships by providing high-quality consultative service that identifies member needs and matches them with value-added credit union products and services.
  • Process member transactions efficiently, accurately, and in a timely manner, including deposits, withdrawals, loan payments, new account applications, and related documentation.
  • Ensure compliance with applicable laws, regulatory requirements, policies, and procedures related to the credit union's products and services.
  • Occasionally act as a backup Member Relationship Specialist at other USC Credit Union locations or branches.
  • Gather and analyze member data during each interaction to respond to inquiries and offer customized solutions using in-depth knowledge of the credit union's products, services, and technologies.

Desired Qualifications

  • An associate's degree in a related field.
  • One year of customer service, sales, or retail banking experience.
  • Working knowledge of consumer loan products and services.

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.

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