The Member Relationship Representative is the face of the credit union and is responsible for providing accurate, professional, and prompt member service while presenting a variety of financial opportunities.
This position requires a great deal of flexibility in executing all branch functions and engaging in high levels of interaction with our members.
It is essential that the representatives in this role maintain knowledge on all related products, services, and promotions to effectively create additional opportunities based on our member’s needs.
As a member of the branch team, this position is responsible for demonstrating our quality service standards while supporting the credit unions mission, core values and long-term objectives.Signing Bonus Included![The LAPFCU Full-Time Benefits Package will include Health Benefits*, Vacation & Sick Leave, Holiday Pay(13 days), Volunteer Paid Time Off, voluntary 401k deferrals** to our traditional and Roth plan options, Employer retirement contribution**, and Education Reimbursement.
* 100% premium-free coverage for Medical HMO options, Dental HMO, Vision, Life, Disability, and EAP Plan.
Associate pays difference for Medical PPO and Dental PPO.
** Subject to retirement plan’s eligibility guidelines.] Essential Duties:Act as a point of contact for our members and deliver personalized service with enthusiasm and positivity.Perform sales, service, and operational functions in the branch.Process transactions promptly, accurately, and efficiently to include deposits, transfers, withdrawals, opening and/or performing maintenance on new accounts, IRA’s CD’s, loans, wires, etc.
in accordance with credit union policies, procedures, and regulatory requirements.Proactively builds, develops, and maintains relationships with members.
Educates members on ways to utilize our products and services to enhance their financial futures.Evaluate member loan requests and make sound loan decisions utilizing designated lending authority.
Offer protection products and options to enhance loans while following established policies.Provides advice and assistance to members on budget counseling, consolidations, pay methods and other areas relating to member’s financial needs.Acts as a champion for our partners and proactively promotes solutions appropriate to meet their financial needs.Performs other duties as assigned.
Additional Duties:Perform notarial acts.Reconcile Coin Machine and TCRAssist with, or preform, monthly, quarterly, & semi-annual audits.Perform member account research, audits, adjustments.Perform opening and end of day procedures.Answer and manage incoming calls.Balance branch totals and maintain branch vault cash.Demonstrate excellent attention to detail and sound judgment.Ability to work in a fast paced, goal-oriented environment.Must be an effective team player and be able to communicate clearly and effectively.Experience:Level I3 to 5 years of customer service, sales or retail banking experience required.Experience in a financial institution recommended, including lending and new accounts.
Level II5 to 8 years of customer service, sales or retail banking experience required.Experience in a financial institution required, including lending and new accounts.
Level III8 to 10 years of customer service, sales or retail banking experience required.Experience in a financial institution required, including lending and new accounts.3 to 5 years of similar or related demonstrated managerial experience required.
Education:High school diploma, GED or equivalent required.Associate degree in a related field preferred.
Interpersonal Skills:Courtesy, tact, and diplomacy are essential elements of the job.
Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.Competencies required for this role include but are not limited to:Member focusApproachabilityDrive for resultsDecision qualityPerseveranceComposureSelf-developmentOther Skills:Demonstrated excellent verbal/written communication and organizational skills.Demonstrate effective sales skills.Must be knowledgeable in rules and regulations applicable to credit unions.
Certificates, Licenses, Registrations:If driving for company business, must have a valid California driver’s license and proof of current insurance coverage.
Valid Notary Public certificate.Language Skills:Fluent English language skills required.
Ability to read, analyze, explain and interpret complex documents and concepts.
Ability to respond effectively to complex inquiries or complaints.Computer Skills:Personal computer advanced level literacy in various Microsoft Office applications and the Internet.
About UsEstablished in 1936, Los Angeles Police Federal Credit Union has won numerous regional and national ” Best Places to Work” awards and offers highly competitive salary and benefits packages.We’re a not-for-profit organization founded upon the principle of ” People helping people.” We provide banking services, but we’re not a bank.
Rather than being privately owned or owned by investors, we’re a cooperative that answers to our members.Our mission is to enhance the quality of life for the Los Angeles law enforcement community.
Our mindset is continuous learning, improvement, and innovation.Los Angeles Police Federal Credit Union (LAPFCU) is an equal opportunity employer committed to a diverse and inclusive workforce.
Applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), age, sexual orientation, national origin, marital status, parental status, ancestry, disability, gender identity, veteran status, genetic information, other distinguishing characteristics of diversity and inclusion, or any other protected status.External hires must pass a background check.
Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with federal and state laws, as well as applicable local ordinances, including but not limited to the Los Angeles Fair Chance Ordinances.