An Account Representative manages existing customer accounts to ensure sales retention and growth. Develops and maintains communication with clients, promotes sales and services, and works to resolve problems. Accounts may be for product sales, advertising or marketing services or financial services such as banking.
Account Services Representative I LBS Financial Credit Union - 3.4 Westminster, CA Job Details Part-time $22.46 - $26.68 an hour 2 hours ago Benefits Tuition reimbursement Paid time off Pension plan Employee assistance program Qualifications Spreadsheets Basic math Word embeddings Employee relationship building High school diploma or GED Productivity software Full Job Description Are you an enthusiastic team player with the knowledge and passion to meet our member's needs? We'd like to welcome an Account Services Representative I responsible to support the Account Services department's operational functions. This individual is dedicated to meeting our Member's financial needs and meeting individual and Credit Union specific goals. We are looking for friendly, courteous, and enthusiastic individuals with a passion for service and accuracy to join our team! LBS Financial employees enjoy a unique culture centered on the values of Trust, Human Focus, Value, and Teamwork. Come join a team that values Members & Employees (ME).
JOB REQUIREMENTS & RESPONSIBILITES
Reviews and approves of ATM and Mobile deposits, Processes incoming USPS mail, Lockbox, Verifications of Deposit (VOD), IP Capture and Opening/Modifying Accounts. Conducts deposit risk assessment and reviews various risk management reports. Following the directions of others uses sound judgment while balancing the loyal relationships of Members with a dedicated focus on protecting the assets of the Credit Union.
EDUCATION & EXPERIENCE PREREQUISITES
High school diploma or general education degree (GED). A minimum of six months related experience within a financial institution or previous cash handling experience preferred. Ability to read and comprehend instructions, correspondence and memos. Ability to write basic correspondence. Ability to present information in one-on-one in small group situations to members and other employees of the organization. Ability to add, subtract, multiply and divide in all units of measure, using whole number, common fractions, and decimals. Ability to compute rate, ratio, and percent, and to draw and/or interpret different types of graphs and charts. Ability to apply common sense understanding to carry out instructions furnished in written, verbal, and diagram form (charts and graphs). Ability to deal with minor problem solving and provide solutions. To perform this job successfully, an individual is in the initial development stage learning the features and functions of the USERS system. Some basic use of Microsoft Office i.e. Word and Excel. Ability to work well with members, co-workers, and supervisors. Acceptance and willingness to handle responsibility.
BENEFITS & TOTAL REWARDS
Critical Illness, Accident Insurance, and Hospital Indemnity Healthiest You Teladoc Services Employee Assistance Program PTO and Sick Time 401(k) and Roth(k) Retirement Plans Opportunity to qualify for fully funded Pension Plan Educational Reimbursement Paid Volunteer hours Loan discounts and free branch services Discount entertainment, movie tickets, travel, car rentals, and much more Wellness Benefits start 1st of the month following 30 days of employment
PAY RANGE
In accordance with California's Pay Transparency Act (SB 1162), the expected salary range for this position is between: $22.46 - $26.68 Actual pay will be determined based on a candidate's specific qualifications, including their knowledge, skills, education and experience, internal equity consideration, as well as other job-related factors permitted by law.
Note:
As part of our screening process, LBS Financial conducts background investigations on candidates who have been extended a contingent offer and who have agreed and authorized us to do so. This investigation will include a credit report, adult criminal history search, Social Security search, employment verifications and various Government regulatory and compliance searches like Terrorist Watch Lists etc. LBS Financial employees must be eligible to be bonded through a fidelity bond to cover employee loss and risk. For additional information about our Credit Union and to apply for this opportunity, please visit our website at www.lbsfcu.org/careers. EOE Monday- Friday 8:30am-6pm Saturday mandatory
