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Full-Time

Sr. Member Service Officer

Floater

Confirmed live in the last 24 hours

First Entertainment Credit Union

First Entertainment Credit Union

201-500 employees

Financial services for the entertainment industry

Financial Services

Compensation Overview

$23.96 - $35.94Hourly

Senior

Hollywood, Los Angeles, CA, USA

Category
Customer Success Management
Field Sales
Sales & Account Management
Required Skills
Sales
Communications
Marketing
Customer Service
Requirements
  • High school graduate or equivalent. Work-related experience or related college degree preferred.
  • A minimum of three (3) years of applicable experience as a Member Service Representative/New Accounts at a full-service financial institution, experience in a comparable position, or proven success in a customer service-oriented position.
  • Proven success at exceeding goals or cross-sell expectations. Cash handling experience required.
  • Excellent customer service, problem-solving, conflict resolution, organization, and sales skills.
  • Stellar communication skills both verbally and written.
  • Thorough knowledge of Credit Union products and services, procedures and guidelines, and field of membership requirements.
  • Possess thorough knowledge of regulations applicable to essential responsibilities.
  • Knowledge of how to use a personal computer and MS Office products on a daily basis (Word, Excel, Outlook), and Symitar for Windows (Epysis).
Responsibilities
  • Provide floater coverage for the branches to ensure operation excellence.
  • Is responsible for building member relationships which meet the expectations of members and defined corporate standards for excellent member service and work performance.
  • Assist members with their financial needs by identifying opportunities and needs to effectively offer products, services or referrals, such as Money Markets, Certificates, and club accounts. Can include more complex accounts such as Trust, Coogan, HSA, IRA, Business, insurance, investments, and real estate products.
  • Actively promote marketing campaigns and promotions by educating members of their benefits and value and making recommendations based on the members’ financial needs.
  • Engage in follow-up communication with members regarding their requests, including outbound phone calls.
  • Engage in assisting and troubleshooting account matters, such as account fraud, account errors, and card issues and compromises.
  • Accurately present information and perform tasks associated with memberships, accounts, and ancillary services offered by the Credit Union.
  • Accept consumer loan applications, follow-up with members on documentation and close in-person consumer loans.
  • Educate and promote remote delivery channels to members to increase alternative channel usage.
  • Serve in a dual control capacity for operational tasks to ensure adequate controls are maintained where appropriate while assisting management with daily routines, operational requirements, and other assigned duties.
  • Promptly and accurately complete required reports and records, such as timesheet recordings, branch balancing reports, branch logs, and manual report tracking.
  • Perform cold sales calls to generate new deposits and loans and sales calls to existing members to cross-sell Credit Union products and services to deepen current relationships.
  • Assist management with daily routines and operational requirements and other duties as assigned.
First Entertainment Credit Union

First Entertainment Credit Union

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First Entertainment Credit Union offers a dynamic working environment tailored to the unique needs of the entertainment industry, combining robust financial services with innovative digital solutions. With a strong focus on community and partnerships with over 400 companies, this institution provides a stable yet evolving career platform for nearly 90,000 members. Employees benefit from the opportunity to contribute to a company that's adept at managing significant assets while continuously adapting to the financial landscapes of one of the most vibrant industries.

Company Stage

N/A

Total Funding

N/A

Headquarters

Los Angeles, California

Founded

1967

Growth & Insights
Headcount

6 month growth

6%

1 year growth

8%

2 year growth

11%