Account Services Representative I

LBS Financial Credit Union; Westminster (CA); On-site; USD 30,000 - 36,000; Part time

Benefits offered by this job

Educational reimbursement

PTO and sick time

401(k) and Roth(k) retirement plans

Discount entertainment

Job summary

LBS Financial Credit Union in Westminster, CA is seeking an Account Services Representative I to support daily operations in the Account Services department. The role emphasizes accurate deposits, member service, and risk-aware processing.

The position offers part-time hours in Westminster with opportunities for benefits, educational reimbursement, and retirement plans within a values-driven culture focused on trust and teamwork.

Qualifications

• High school diploma or GED required.
• Minimum six months related experience in a financial institution or cash handling preferred.
• Ability to read and comprehend instructions, and write basic correspondence.
• Ability to perform basic arithmetic and interpret charts/graphs.
• Ability to work with members and staff collaboratively using MS Office.

Responsibilities

• Review and process ATM and Mobile deposits and deposits for accuracy.
• Process incoming mail, lockbox, VOD, IP capture, and account openings/modifications.
• Conduct deposit risk assessment and review risk management reports.
• Balance requests with a focus on protecting member relationships.

Skills

Customer service

Cash handling

Attention to detail

Communication

Education

High school diploma or GED

Tools

Microsoft Office

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Account Services Representative I

Regular Part-Time Westminster, Westminster, CA, US

24 days ago Requisition ID: 1640

Salary Range: $22.46 To $26.68 Hourly

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.
• Critical Illness, Accident Insurance, and Hospital Indemnity
• Employee Assistance Program
• PTO and Sick Time
• 401(k) and Roth(k) Retirement Plans
• Opportunity to qualify for fully funded Pension Plan
• Educational Reimbursement
• 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

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.

EOE

Monday- Friday 8:30am-6pm
Saturday mandatory