SchoolsFirst Federal Credit Union · 21 hours ago
Member Service Specialist
Downey, CA
Full-time
Onsite
Senior Level
$33.02/hr - $49.53/hr
5+ years expSchoolsFirst Federal Credit Union is seeking a Member Service Specialist to join their team. The role involves providing comprehensive service to members regarding real estate, consumer loans, insurance, and retirement products, while also resolving complex inquiries and disputes. The specialist will be responsible for maintaining knowledge of credit union policies and assisting with training new team members.
Finance
Responsibilities
Relied upon as a branch specialist in the area of real estate, consumer loans, insurance and/or retirement/investments
Responsible for maintaining a comprehensive knowledge of credit union departments, products, services, policies and procedures to provide accurate information to all Members and prospective Members while negotiating resolution of complex inquiries and disputes
Schedules and conducts meetings with Members in assigned branch(es) to assist with their real estate, consumer lending, and/or retirement needs
Serves as the highest level branch specialist and subject matter expert and independently handles routine and more complex Member inquiries with a goal of first-point-of-contact resolution and limited escalation
Thorough knowledge and required licenses in order to serve as the department primary resource for 403, 457 and other retirement and Investment products and services
Interviews Members to determine and assess their current income, expenses, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan
Thorough knowledge and required license in order to serve as the department primary source for personal lines/automobile insurance
Interviews Members to determine and assess their risk exposures and recommend coverage limits, complete insurance application and bind coverage as authorized by the insurance carrier
Responsible for processing moderately difficult financial transactions on Member’s accounts, resolving Member issues, evaluating and identifying the Member’s financial needs using consultative service skills, and originating new accounts or making targeted referrals to internal business partners that result in deeper relationships, high levels of Member satisfaction, and increased growth for the Credit Union
Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement
Seeks to “deepen Member relationships” by asking the right questions, analyzing their financial position in order to determine and recommend the right product fit to expand the number of products and services utilized by existing Members
Provides suggestions for streamlining department and credit union operations
Assists with completing projects and reports related to the department
Performs other related duties as assigned or requested
Assists the branch with training of new teammembers and cross training of existing teammembers in area of specialty; keeps up to date with policy/procedure updates
Maintains an updated and faultless FINRA Form U4 by completing all necessary continuing education training in addition to annual Firm Element Training and annual recertification when applicable
Has a thorough knowledge of Credit Union policy and procedures, as well as state and federal regulations in area of specialty
Performs other duties as assigned
Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties
Qualification
Required
High School Diploma or GED required
5-7 years of previous related experience required
Preferred
Associate's Degree preferred
1-3 years MSR III experience preferred
FINRA Series 6 and 63;65 preferred or FINRA Series 7 and 66 when applicable
Personal Lines Broker License required
Company
SchoolsFirst Federal Credit Union
Since our founding in 1934, we have been singularly focused on one thing: providing world-class personal service and financial security to our Members.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Terry Agius
CEO
Dana Schuller
Chief Administrative Officer
Recent News
Cal State Long Beach
2023-12-22
2022-08-19
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