Member Service Representative II

Member Service Representative II America's Christian Credit Union Glendora, CA Job Details Full-time $21.03 - $31.55 an hour 1 hour ago Benefits Health insurance Dental insurance 401(k) Paid time off Parental leave Vision insurance 401(k) matching Qualifications Financial sales Financial services customer support Promoting bank products Research Account management

Full Job Description Purpose:

As a Member Service Representative II, you will be responsible for providing excellent member service to ACCU members by assisting them with their financial transactions and account management. You will also be responsible for cross-selling and educating members on the various products and services offered by ACCU. Processes transactions in the general areas of savings, consumer loans, and auxiliary credit union services. The Member Service Representative II will also handle member inquiries, resolve issues, and ensure member satisfaction.

Major Duties and Responsibilities:

Process Meridian applications online and in person. Performs various file maintenance including processing requests for a change of address, check orders, and ordering ATM cards, etc. Performs. Vault and night drop duties as assigned. Assists with the morning and evening preparation of the branch, and other team members as needed throughout the day. Has working knowledge of credit union savings and consumer loan products and all services. Has basic knowledge of real estate products. Maintains cash and negotiables. Provides suggestions for streamlining department and credit union operations. Performs other related duties as assigned or requested. Processes new memberships, additional share accounts, savings services, consumer loan requests, and general consumer loan fundings as requested by members. Performs research on accounts and identifies and corrects member account problems. Provides consultative services to members regarding credit union products and services by assessing the members' needs, addressing their concerns, and gaining agreement. Has thorough knowledge of consumer loan processes Has thorough knowledge of complex savings products and processes including Trusts, IRAs, deceased and legal. Assists the branch with training of new team members and cross-training of existing team members in area of specialty; keeps up to date with policy/procedure updates. Ensures branch operations are conducted under established policies, procedures, and guidelines in alignment with regulatory requirements. Delivers exceptional member service delivery to members requesting account assistance. Provides consultative services to members regarding credit union products and services by assessing the member's needs, addressing their concerns, and gaining agreement. Performs other duties as assigned.

Pay Scale:

Our pay ranges are built to allow for candidates with various levels of skills and experience to be considered, as well as to allow room for growth and tenure achieved in this role over time. Typically, new-hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience, as well as internal equity.

Pay:

$21.03 - $31.55 per hour

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off Parental leave Vision insurance

Work Location:

In person