Logix Federal Credit Union ยท 1 month ago
Member Services Officer I (or II)-Hybrid
US-CA-Valencia
Full-time
Hybrid
New Grad, Entry Level
$21.27/hr - $31.90/hrLogix Federal Credit Union is a financial institution seeking a Member Services Officer II to provide exceptional service in a call center environment. The role involves assisting members with their financial needs, resolving concerns, and achieving service and sales goals.
BankingFinancial ServicesInsuranceLendingMortgage
Responsibilities
Achieves established goal for sales and member service rating (NPS) and sales/product goals
Directs calls to appropriate personnel as applicable and adheres to the standards of service quality and statistical performance measures during all member interactions
Exercises strong verbal and written communication skills to explain Credit Union policies and to resolve member concerns in a professional and personable manner
Maintains up-to-date knowledge of all federal regulations related to loans and operations
Participates actively in team meetings, contributing to the development of new programs and methods to improve effectiveness of delivery and member service
Provides assistance to members in all areas relating to their financial needs (questions, transaction requests, complaints, etc.), while assisting them in the selection of appropriate products and services
Must consistently report to work on-time, as scheduled and adhere to schedule adherence guidelines
Other duties as assigned
Qualification
Required
Achieves established goal for sales and member service rating (NPS) and sales/product goals
Directs calls to appropriate personnel as applicable and adheres to the standards of service quality and statistical performance measures during all member interactions
Exercises strong verbal and written communication skills to explain Credit Union policies and to resolve member concerns in a professional and personable manner
Maintains up-to-date knowledge of all federal regulations related to loans and operations
Participates actively in team meetings, contributing to the development of new programs and methods to improve effectiveness of delivery and member service
Provides assistance to members in all areas relating to their financial needs (questions, transaction requests, complaints, etc.), while assisting them in the selection of appropriate products and services
Must consistently report to work on-time, as scheduled and adhere to schedule adherence guidelines
Certificates
Computer Skills
Ability to read and comprehend simple instructions, short correspondence, and memos
Ability to write simple correspondence
Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
Ability to compute rate, ratio, and percent and to draw and interpret bar graphs
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions
Ability to deal with problems involving a few concrete variables in standardized situations
Recent financial institution experience as a teller and/or new accounts representative or in a call center role
A working knowledge of the Microsoft office suite of products
Experience in troubleshooting basic smartphone and web browser issues
A demonstrated aptitude for learning new systems, skills & processes
A proven ability to work in a fast paced, deadline driven environment
The ability to multi-task with an attention to detail
Excellent verbal & written communication skills
Superior customer service skills
Preferred
4 year/Bachelors Degree
Company
Logix Federal Credit Union
Logix is banking with a twist: customers become members and part-owners when they open an account here.
Founded in 1937
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Ana Fonseca
President & CEO
A
Andrea Carpenter
EVP, Chief Operating Officer at Logix
Recent News
2025-04-28
2025-04-15
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