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First Financial Credit Union · 2 months ago

Member Service Representative - Northridge Branch

Pasadena, CA

Full-time

Onsite

Entry Level

$17.73/hr - $32.11/hr

2+ years exp

First Financial Credit Union is a dedicated financial institution focused on serving the educational community. They are seeking a Member Service Representative to provide information on credit union accounts and services, assist with loan products, and support branch operations in a collaborative environment.

BankingFinanceFinancial ServicesNon Profit

Responsibilities

Provides information to members and prospective members on all Credit Union accounts, services and products; promotes and cross-sells products and services as able, meeting any applicable sales targets or goals

Interviews Credit Union members to obtain accurate, complete documentation for loans and other Credit Union services; assigns account numbers, completes forms to open new accounts of various types

Processes loan disbursements; prepares and assembles loan (consumer, auto, real estate, etc.) documents; forwards completed, funded loan package to Loan department in a timely manner

Prepares audits, as needed, on member's accounts including necessary correcting journal entries

Meets with members to resolve problems; researches accounts and ensures quick resolution

Prepares and assembles DMV paperwork; forwards completed package to DMV department in a timely manner

Performs various clerical duties including answering telephone, receiving visitors, copying and collating documents, faxing, preparing routine correspondence, and ordering office supplies

Operates computer terminal to open/close accounts, verifies balances, and resolves related member issues

Develops and maintains sales, member service and product skills through active participation in, and successful completion of, on-line training programs, with goal of completing all modules as scheduled

Meets or exceeds goals as detailed in the Member Services' Sales and Service Report

Consults with members on the telephone by conducting outbound Teleconsulting calls, resolving problems and promoting the Credit Union's services and products

Profiles members to determine their current and future financial product and service needs

Performs all duties in compliance with laws, regulations, Credit Union policies and procedures

Must comply with all BSA and OFAC regulations

Performs all other duties as assigned

Qualification

Banking experienceCustomer serviceCash handlingNew accounts experienceConsumer loan experienceMicrosoft OfficeEffective communicationMultitaskingJudgmentTeamworkOrganizational skillsAdaptability

Required

High School graduate or equivalent

The position requires at least two years of prior banking experience or minimum of six months in New Accounts and Consumer Loan experience within or in the banking industry

Minimum six months of customer service and cash handling experience

Ability to work a schedule that may include weekends

Effective verbal and written communication skills

Ability to work independently and in a team environment

Ability to exercise good judgment to make sound decisions and take initiative

Ability to navigate multiple screens, PC applications, and adaptable to new technology

Ability to multitask and strong organizational skills

Basic knowledge of Microsoft Office: Word, Excel, and Outlook calendar/email