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Eagle Community Credit Union · 3 weeks ago

Digital Member Solutions Representative

Foothill Ranch, CA

Full-time

Onsite

Entry Level

$24/hr - $25.50/hr

1+ years exp

Eagle Community Credit Union is dedicated to providing outstanding service through their digital channels. The Digital Member Solutions Representative is responsible for assisting members with account services, loan applications, and digital banking support while upholding the credit union's values of Integrity, Collaboration, Accountability, Respect, and Excellence.

BankingCreditFinancial ServicesNon Profit

Growth Opportunities

Responsibilities

Provide friendly, accurate, and efficient service through secure video and digital channels, upholding the ICARE values in every interaction

Open new memberships, checking/savings accounts, and certificates in compliance with policy and regulatory standards, demonstrating Integrity and Accountability

Verify identity, validate transactions, and ensure all documentation is accurate and complete, following all applicable laws and regulations

Assist members with account maintenance, balance inquiries, transfers, and digital banking support, treating every member with Respect

Demonstrate professionalism, empathy, and confidentiality in all interactions

Interview members to determine credit needs and assist with loan applications for products such as personal, auto, credit card, or share-secured loans

Accurately input loan data, gather required documentation, and ensure applications meet underwriting standards, reflecting Excellence and Accountability

Communicate loan status updates to members and coordinate with the centralized lending team for review

Follow established procedures for funding, loan disclosures, signatures, and regulatory compliance

Engage members to uncover financial needs and recommend products that best fit their goals, acting with Integrity and Respect

Promote and offer ECCU’s full range of products, including loans, credit cards, and digital services

Meet or exceed individual service, referral, and quality goals, contributing to credit union growth and profitability

Complete transactions, forms, and reports with precision and consistency, upholding Accountability and Excellence

Adhere to Credit Union policies, security standards, and regulatory requirements

Protect member data and ensure all actions align with compliance standards

Investigate and resolve member concerns quickly and effectively, demonstrating Integrity and Respect

Exercises sound judgment to determine appropriate solutions or escalation

Takes ownership of each member interaction through to resolution

Participate in team meetings, training, and digital service initiatives, fostering Collaboration and a growth mindset

Share knowledge with peers to improve overall team performance

Adapt to evolving systems, technologies, and member needs

Qualification

Financial services experienceLoan processing experienceAutomated loan systemsMicrosoft Office proficiencyCRM systems experienceBilingual (English/Spanish)Communication skillsProblem-solving skillsTeam collaboration