San Diego County Credit Union · 1 month ago
Lobby Customer Service Representative (Pacific Beach)
San Diego, CA, US
Full-time
Onsite
Entry Level
$21/hr - $26/hr
1+ years expSan Diego County Credit Union is seeking a Lobby Customer Service Representative to coordinate and direct lobby and phone traffic while providing professional assistance to members. The role involves greeting members, preparing them for interactions with credit union representatives, and promoting products and services to meet their financial needs.
BankingCustomer ServiceNon Profit
Responsibilities
Greet members/potential members to establish rapport; probe to determine financial needs; direct to appropriate employees for assistance
Prepare members/potential members for interactions with credit union representatives by determining their eligibility, services needed, and providing any necessary documents
Answer phone calls within three rings; maintain positive demeanor, ensure phone coverage at all times; provide timely, complete and accurate messages
Maintain scheduling calendar in a clear, consistent, complete and accurate manner to include: appropriate timeframes for appointments, evenly distributing appointments, documenting days out of the branch and handling schedule changes
Have an awareness of staff and management activities to ensure accurate information is relayed to callers
Attend to member concerns, or refer member to appropriate employee for assistance
Identify and offer products and services to members to meet their financial needs and/or refer the member to an appropriate representative or partner. Participate in campaigns, contests, member outreach efforts, meetings and one on ones with management. Accurately track all referrals/sales. Meet established performance goals as assigned
Accurately record and track all member interactions, following policy and procedure and maintaining integrity in all actions
Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures
May serve as MSR or in other related capacities as directed by management
May be required to work weekends and/or extended hours, to include offsite events
Perform other duties as assigned
Qualification
Required
High school diploma or equivalent
1 year of customer service experience or SDCCU member facing work experience may be considered
Knowledge of member interviewing techniques, ability to identify and offer/refer products and services to meet members' financial needs
Possess effective human relations and communication and organizational skills
Professional appearance and demeanor
Company
San Diego County Credit Union
San Diego County Credit Union is a not-for-profit credit union wholly owned and operated by its members.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Celeste Reber
Executive Assistant To Chief Executive Officer
Recent News
2026-01-13
2026-01-12
San Diego Union-Tribune
2026-01-11
Company data provided by crunchbase