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University of Southern California

Research university in Los Angeles, CA

Member Relationship Specialist 2

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

About the Job

Requirements

  • At least one year of customer service, sales, or retail banking experience is required.
  • Demonstrated lending experience and knowledge of consumer loan products and services are required.
  • Knowledge of the Bank Secrecy Act, the Office of Foreign Assets Control, 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 is required.
  • Experience with office management software and tools such as Google Suite, Slack, and Microsoft Excel is required.
  • The candidate must pass a pre-employment background and credit check.
  • Excellent interpersonal, written, and oral communication skills are required.
  • The candidate must be able to work independently with minimal supervision and as a member of a team.
  • The candidate must be able to multitask and build relationships in a sales environment.

Responsibilities

  • Meet established performance standards, service standards, and sales goals.
  • Develop and deepen member relationships by providing consultative service that identifies member needs and matches those needs with value-added credit union products and services.
  • Use active, reflective, and empathic listening to triage member calls, assess member needs, and apply the proper protocol effectively and promptly.
  • Process transactions and inquiries received by telephone, including deposits and withdrawals, loan payments, new account applications, lending applications, and related documentation, accurately and promptly.
  • 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 the credit union's products and services.
  • Occasionally act as a backup Member Relationship Specialist at other credit union locations or branches.

Desired Qualifications

  • A bachelor's degree in a related field is preferred.
  • Three years of customer service, sales, or retail banking experience, or experience at a financial institution, is preferred.
  • Knowledge of job-related regulations such as Regulation E and the Gramm-Leach-Bliley Act is preferred.

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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