Part-Time

Member Relationship Specialist 2

Posted on 8/1/2025

University of Southern California

University of Southern California

Compensation Overview

$20.57 - $24/hr

Los Angeles, CA, USA

In Person

Category
Finance & Banking (1)
Required Skills
Excel/Numbers/Sheets
Requirements
  • Have a minimum of one year experience in financial institution sales and service with a proven track record of meeting production and sales goals
  • Be knowledgeable in Bank Secrecy Act, OFAC, US Patriot Act, Regulation CC and funds availability, GLB and Member Financial Privacy, NCUSIF, and Truth in Savings
  • Possess a high sense of urgency, attention to detail, initiative, and integrity
  • Have exceptional interpersonal, customer service and communication skills
  • Pass a pre-employment background and credit check
  • Demonstrated lending experience and knowledge of consumer loan products and services
  • Excellent interpersonal, written and oral communication skills
  • Demonstrated ability to work independently with minimal supervision and as a member of a team
  • Ability to multi-task and build relationships in sales environment
  • Demonstrated experience with office management software/tools (e.g. Google suite, Slack, Microsoft Excel)
Responsibilities
  • Consistently meeting established performance standards, service standards and sales goals
  • Developing and deepening member relationships by providing high-quality consultative service that identifies member needs and matches those needs with value-added USCCU products and services
  • Using active, reflective, and empathic listening to triage member calls to assess member needs, and apply the proper protocol effectively and in a timely manner
  • Processing member transactions/inquires coming through telephone channel efficiently, accurately, and in a timely manner. Includes deposits and withdrawals, loan payments, new account application, lending applications, and all related documentation
  • Using credit scoring, sound lending practices and solid judgment to make lending recommendations or decisions
  • Ensuring compliance with all applicable laws, regulatory requirements, policies and procedures as they relate to USCCU’s products and services
  • Acting, on occasion, as a backup Member Relationship Specialist at other USCCU locations/branches
Desired Qualifications
  • Bachelor's degree in related field(s)
  • 3 years of customer service, sales, or retail banking experience or experience at a financial institution
  • Knowledge of various job-related regulations (e.g., Bank Secrecy Act, Regulation E, Gramm-Leach-Bliley Act)
University of Southern California

University of Southern California

View

Company Size

N/A

Company Stage

N/A

Total Funding

N/A

Headquarters

N/A

Founded

N/A

INACTIVE