SchoolsFirst Federal Credit Union

Credit union offering savings, loans, accounts

Member Service Representative 2

Retail & Commercial BankingPosted on Nov 9

Part-timePico Rivera, CA, USA$24.56 - $35.62In-person

About the Job

Requirements

A high school diploma or GED is required.
One to three years of prior related experience is required.
A notary license is required.
Participation in the California DMV pull program may be required depending on assignment.
Working knowledge of credit union savings and consumer loan products and all services is required.
Basic knowledge of real estate products is required.
Team members must comply with regulatory compliance and assigned training requirements, including Bank Secrecy Act regulations corresponding to their specific job duties.

Responsibilities

Provide member service to members visiting branch or service center locations.
Provide information about and promote credit union products and services to build relationships.
Process transactions in savings, loans, and auxiliary credit union services.
Perform file maintenance, including processing address changes, ordering checks, and ordering ATM cards.
Perform vault and night drop duties as assigned.
Assist with morning and evening branch preparation and support other team members throughout the day.
Maintain cash and negotiable instruments.
Suggest ways to streamline department and credit union operations.
Process new memberships, additional share accounts, savings services, consumer loan requests, and general consumer loan fundings as requested by members.
Research accounts and identify and correct member account problems.
Provide face-to-face service to members requesting account assistance.
Provide consultative services by assessing members’ needs, addressing their concerns, and gaining agreement.
Provide daily support to team members by answering questions, resolving problems, communicating job expectations, planning and monitoring work results, training, coaching, counseling, and disciplining team members.
Forecast financial requirements, prepare an annual budget, schedule expenditures, and analyze variances.
Contribute to organizational goals and priorities as a member of the management team.
Establish and implement plans with short-term impact on business results in alignment with organizational objectives.
Evaluate operating procedures and policies to ensure member service, productivity, and internal control.
Initiate, research, coordinate, and implement department or division projects intended to benefit members, internal team members, or department operations.
Ensure compliance with state and federal laws and other applicable regulations.
Understand credit union organizational goals and key performance indicators and take necessary actions to achieve desired results.
Comply with regulatory compliance and assigned training requirements, including Bank Secrecy Act regulations corresponding to specific job duties.

We’re always looking for diverse, talented, service-oriented people to join our exceptional team.

Member Service Representative II

The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.

Pay Range:

$24.56 - $35.62

Scheduled Weekly Hours:

What You’ll Be Doing

Provides World Class Member service to Members visiting branch/service center locations. Provides information and promotes credit union products and services to build relationships. Processes transactions in the general areas of savings, loans, and auxiliary credit union services.

Performs various file maintenance including processing requests for a change of address, check orders, and ordering ATM cards, etc. Performs , vault and night drop duties as assigned, Assists with the morning and evening preparation of the branch, and other teammembers as needed throughout the day Performs other related duties as assigned or requested.
Has working knowledge of credit union savings and consumer loan products and all services. Has basic knowledge of real estate products. Maintains cash and negotiables. Provides suggestions for streamlining department and credit union operations. Performs other related duties as assigned or requested.
Processes new memberships, additional share accounts, savings services, consumer loan requests and general consumer loan fundings as requested by Members. Performs research on accounts, identifies and corrects Member account problems.
Delivers World Class face-to-face service to Members requesting account assistance. Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.
All teammembers must comply with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions.
Performs other related duties as assigned or requested.

Additional Job Functions

Provides daily support to teammembers, including answering questions and problem resolution, communicating job expectations; planning, monitoring, and appraising job results; training, coaching, counseling, and disciplining teammembers; developing, coordinating, and enforcing systems, policies, procedures, and productivity standards.
Accomplishes financial objectives by forecasting requirements; preparing an annual budget; scheduling expenditures and analyzing variances
Contributes to organizational goals and priorities as a member of Management team. Establishes and implements plans that have short-term (1-2 year) impact on business results in alignment with organization objectives.
Evaluates operating procedures and policies, ensuring the highest levels of Member service, productivity and internal control.
Initiates, researches, coordinates and implements department or division projects intended to benefit Members, internal teammembers or department operations.
Ensures compliance with state and federal laws as well as any other applicable regulations.
Understands the Credit Union organizational goals and key performance indicators and takes the necessary actions to achieve desired results.

Performs other duties as assigned
Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions.

Qualifications

High School Diploma or GED required

1-3 years of prior related experience required

Notary License required
Participation in the CA DMV pull program may be required depending on assignment

SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring

At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you’re excited about a position or wanting to make a career change but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.

SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.

This organization participates in E-Verify.

About the Company

SchoolsFirst Federal Credit Union

Credit union offering savings, loans, accounts

SchoolsFirst Federal Credit Union provides financial services to members, especially school employees and their families, including savings and checking, auto loans, mortgages, credit cards, investments, and insurance through branches and online tools. Members join and use member-owned accounts with online/mobile banking, deposits, payments, and planning help. It differs from many competitors by being member-owned, federally insured, and focusing on the education community, offering educator-focused loan programs and lower fees. Its goal is to help teachers and school staff manage money effectively with affordable products and education resources while building a loyal member base.

Company size: 1,001-5,000
Company stage: Not listed
Total funding: Not listed
Headquarters: Santa Ana, CA
Founded: 1934

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