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California Credit Union · 6 hours ago

Teller/Member Services Representative (Santa Ana)

Santa Ana, CA

Full-time

Onsite

Entry Level

$20/hr - $26/hr

1+ years exp

California Credit Union is seeking a Member Service Representative to provide exceptional service to members through face-to-face interactions. The role involves assisting members with various financial transactions and identifying opportunities for cross-selling services and products.

BankingFinancial ServicesNon Profit

Responsibilities

Provides timely and courteous service to all branch members, and assists them with financial transactions such as deposits, withdrawals, transfers, sale or processing of negotiable instruments, etc

Processes branch member transactions efficiently, accurately, and in a timely manner including servicing accounts, closing accounts, or completing related documentation

Performs various file maintenance including processing requests for a change of address, check orders, and ordering ATM cards, etc

Supports the achievement of unit sales goals by identifying opportunities for the cross-selling of Credit Union products and services, and referring members to the appropriate business partners

Maintains cash drawer in accordance with assigned cash limits and policy and procedures, balances own daily work and may assist with the daily branch balancing procedures. Accurately completes all related documents

Has thorough knowledge of all Credit Union products and services, including but not limited to, deposit and loan products, digital and self-service opportunities, and other services offered to our members

Directly responds to member’s inquiries timely and accurately via telephone, mail, email, or an internal referral

Develop, expand and retain member relationship in order to increase member satisfaction

Adhere to Branch Service Level Standards, SLA’s and Corporate initiatives

Actively participates in marketing campaigns, promotions, sales and referral programs, contests, telemarketing, and meetings

Performs all operational activities in compliance with applicable laws, regulations (Regulation CC, Bank Secrecy Act, etc.), and Credit Union policies and procedures

Participates in all assigned staff development programs in support of the Credit Union's commitment to continuous improvement in sales and service, quality, and teamwork

Must consistently report to work on time, as scheduled

Complete all BAI trainings and classroom courses

Performs other duties as assigned

Qualification

Customer service skillsSales experienceCash handling experienceCommunication skillsHigh degree of accuracyProblem solving skillsTeamworkWork fast-paced