Job Posting for Member Services Representative I at LA Financial Credit Union

Member Service Representative I (MSR I)

Reports To: Branch Manager
Directly Supervises: None
Exemption Status: Non-Exempt

Location: Norwalk, CA

Position Status: Onsite

Why should you work at LA Financial Credit Union? We are owned by our members, instead of shareholders, and we are focused on people helping people – not profits. Credit unions offer reduced fees, higher savings rates and lower loan rates. We are a full-service financial institution and offer all the same services as the big banks.

Job Summary:

Contribute to the Credit Union’s key results and critical measures by displaying personal accountability in aligning job responsibilities with the organizations core purpose, core values, goals and objectives. Under general supervision and in accordance with Credit Union policies and procedures, this role is responsible for building member relationships through individual efforts at educating and advising members about LA Financial products and services. Additionally, a variety of direct member contact functions are performed to effectively meet the needs of members, including but not limited to: providing quality member services, paying and receiving functions, and performing basic account maintenance services, while ensuring to maintain confidentiality and security of member information. This position is comparable to that of a Teller position.

Essential job duties:

Supports the mission vision and values of the Credit Union.
- Meet and/or exceed individual cross-sell goals, objectives, and service standards as established by the Credit Union.
- Support the achievement of branch goals as established by the Credit Union.
- Adhere to policies, procedures, compliance, safety, and security as they relate to the job and work assignments.
- Maintain knowledge of Credit Union products and services, procedures and guidelines, and field of membership requirements.

Responsible for building member relationships which meet the expectations of members and standards for excellent member service and work performance.
- Actively take an interest in members’ financial lives to assist in identifying opportunities.
- Actively promote marketing campaigns and promotions by educating members of their benefits and values.
- Engage in follow up communication with members regarding their service requests.

Responsible for tasks associated with providing excellent service to members.
- Accurately maintain control and responsibility for cash drawer and specified limits, balancing and security drawer on a daily basis.
- Accurately perform monetary transactions such as deposits, withdrawals, payments, advances, transfers, and sale of negotiable instruments.
- Accurately present account information and perform tasks associated with the presentment of account information.
- May open secondary accounts such as Money Markets, Certificates, and club accounts.
- May assist with basic account maintenance, such as address changes and pay-on-death beneficiary changes for consumer accounts.
- May assist with basic debit and ATM card issues, such as card replacement and repins.

Perform clerical and administrative tasks that support the operation of the branch.
- May serve in a dual control capacity for operational tasks to ensure adequate controls are maintained where appropriate. Dual control can be associated with card issuance systems; branch opening; branch closing; cash counts; cash, ATM and negotiable instrument controls.
- Promptly and accurately complete required reports and records, such as time card recordings, branch balancing reports, branch logs, and manual report tracking.
- Prepare documents and legal files for filing, scanning, or archiving.

Non-essential job duties:

Other duties, tasks, and assignments are assigned or delegated from time-to-time.
- Within the employee’s scope of authority may provide support or assistance to co-workers.
- Overtime hours may be required from time-to-time.
- Keep manager informed of area activities, problems, or potential problems.
- Participate in development and learning to increase knowledge and skills.
- Displays initiative through proactive involvement self-improvement, and by taking advantage of opportunities.

Minimum Qualifications:

Education

High School diploma, GED, or equivalent experience.

Experience

A minimum of six months applicable experience as a Teller at a full-service financial institution, experience in a comparable position, or proven success in a customer service or sales oriented position. Prior cash handling experience strongly desired.
Proven success at exceeding goals or cross-sell expectations.

Knowledge, Skills & Abilities

Possess excellent customer service skills.
Possess excellent communication skills both verbally and written.
Possess thorough knowledge of Credit Union products and services, procedures and guidelines, and field of membership requirements.
Possess thorough knowledge of regulations applicable to essential responsibilities.
Ability to read, speak, and write clearly to convey information in a courteous and effective manner.
Possess good interpersonal skills to communicate and represent the Credit Union positively with members, co-workers and management. Courtesy, tact and diplomacy essential to the job.
Pays close attention to detail, ensuring accuracy and completeness of work output.
Ability to use good judgment daily within scope of authority
Excellent organization and follow-up skills.
Ability to follow directions, utilizing limited latitude for independent actions and decision making.
Flexible and adaptable to change.
Ability to handle multiple tasks, responsibilities, and/or projects.
Solid math skills.
Knowledge of how to use a personal computer and MS Office products on a daily basis (Word, Excel, Outlook).

Nothing contained in this job description alters or modifies your at-will employment status with the Credit Union.

Equal Opportunity Employer

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Member Services Representative I

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