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First Entertainment Credit Union · 1 day ago

Sr. Member Service Officer (Warner Bros)

Hollywood, CA

Full-time

Onsite

Mid, Senior Level

$24.58/hr - $30.72/hr

3+ years exp

First Entertainment Credit Union is looking for a Sr. Member Service Officer responsible for delivering an excellent member service experience to its current and potential members. The role involves building member relationships, educating members about products and services, and performing various member contact functions to meet their needs.

BankingFinancial ServicesNon Profit

Responsibilities

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

Qualification

Member Service ExperienceCash HandlingCredit Union KnowledgeSales SkillsMS OfficeCommunication SkillsProblem-SolvingConflict ResolutionOrganization Skills

Required

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

MS Office products (Word, Excel, Outlook), and Symitar for Windows (Epysis)