Our privately owned, dynamic $700M credit union located in Downtown Los Angeles, is looking for an experienced Member Relationship Specialist I to join our team.
This position reports directly to the Branch Manager/Supervisor and is responsible for building and fostering relationships with our credit unions members and potential members.
The Member Relationship Specialist I gathers and analyzes member data at the time of each interaction to respond to inquiries and offer customized solutions using in-depth knowledge of credit union products, services and technologies.
Responsibilities include, but are not limited to:
Consistently meeting established performance standards, service standards and sales goals Developing and deepening member relationships by providing high-quality consultative service that identifies member needs and matches those needs with value-added credit union products and services Processing member transactions efficiently, accurately, and in a timely manner.
Includes deposits and withdrawals, loan payments, new account application, and all related documentation Ensuring compliance with all applicable laws, regulatory requirements, policies and procedures as they relate to credit union products and services Acting, on occasion, as a backup Member Relationship Specialist at other credit union locations/branches
?The ideal candidate will:
Possess a Bachelors degree Have a minimum of two years experience in financial institution sales and service with a proven track record of meeting production and sales goals Be knowledgeable in Bank Secrecy Act, OFAC, US Patriot Act, Regulation CC and funds availability, GLB and Member Financial Privacy, NCUSIF, and Truth in Savings Be flexible with scheduling that may include occasional Saturday hours and weekday afternoon/evening hours Possess a high sense of urgency, attention to detail, initiative and integrity Have exceptional interpersonal, customer service and communication skills Pass a pre-employment background and credit check
Our Credit Union offers a competitive salary and perhaps the best benefit package in the CU industry.
We are a member-focused financial cooperative committed to becoming the preeminent financial services provider to the our family.
Job Type: Full-time
Pay: Up to $20.00 per hour
Benefits:
401(k) 401(k) matching Dental insurance Disability insurance Health insurance Health savings account Life insurance Paid time off Referral program Retirement plan Vision insurance
Schedule:
8 hour shift Monday to Friday
COVID-19 considerations:
Face masks are required in branches, social distancing practices are in place, and virtual interviewing process for safety.
Education:
High school or equivalent (Preferred)
Experience:
Cash Handling: 1 year (Preferred)
Work Location:
One location
Work Remotely:
No