Branch Member Service Representative I

ADP, Inc.; El Monte (CA); On-site; USD 29,000 - 32,000; Full time

Job summary

LAFCU's Branch Member Service Representative I in El Monte, CA, provides excellent member service, processes teller transactions, and promotes credit union products. The role supports branch operations under the Branch Manager, focusing on accurate cash handling and building member relationships.

The position requires 1–12 months of related experience, a high school diploma or GED, and knowledge of regulatory guidelines. It is a full-time, on-site role with equal opportunity employment.

Qualifications

• 1 month to 12 months of similar or related experience.
• A high school education or GED.
• Discretion and diplomacy in communication with others.
• Familiarity with office equipment and teller procedures.
• Ability to stand 5+ hours a day and lift up to 25 lbs.
• Understanding of Credit Union operations and confidentiality.

Responsibilities

• Provide exceptional member service while processing routine teller transactions.
• Proficient in using Symitar, cash recyclers, check scanning, PSCU, Star Station, Synapsis, TimeTrade.
• Maintain cash and negotiables, balance cash drawer nightly.
• Assist members with requests such as file maintenance, wire transfers, direct deposit, check ordering, stop payments, and issuing temporary checks.
• Initiate conversations and refer opportunities to deepen financial relationships.
• Follow regulatory guidelines (Reg CC/Funds Availability, Truth in Savings, BSA/AML, Reg E, Privacy).
• Adhere to safety and security guidelines.
• May perform Front Desk Functions: greet visitors and log them in using TimeTrade.
• Identify suspicious transaction activity.

Skills

Customer service

Teller transactions

Confidentiality & diplomacy

Communication

Cash handling

Appliance: TimeTrade

Multitasking

Regulatory awareness

Education

High school diploma or GED

Tools

Symitar

TimeTrade

PSCU

Star Station

Synapsis

Check scanners

Cash recyclers

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.

Branch Member Service Representative I

Full Time Non-Exempt Full-Time Clerical El Monte Branch, El Monte, CA, US

2 days ago Requisition ID: 1370

Salary Range: $20.86 To $22.98 Annually

Position Summary:

LAFCU's Branch Member Service Representative I provide excellent member service to Members and Non- Members alike that visit one of LAFCU's branches. Provides information and promotes credit union products and services to build relationships. Processes transactions in the general areas of checking, savings, and other credit union products/services. This position is a full-time position and reports to Branch Manager I/II at the employee's assigned branch location.

Essential Functions & Responsibilities:

• 31% Provides exceptional member service while answering questions and accurately processing routine member teller transactions .
• 22% Proficient in the use of Symitar, cash recyclers, check scanning, PSCU, Star Station, Synapsis, and TimeTrade.
• 18% Maintains cash & negotiables, follows cash drawer limits, and performs nightly balancing.
• 10% Assist members with requests such as file maintenance, Courtesy Pay, Wire transfers, PRD, Direct Deposit, Check ordering, stop payments, issuing temporary checks, instant issue debit cards, change of address.
• 5% Initiates conversations and refers opportunities to deepen financial relationships (new consumer accounts, new consumer car / personal / visa / real estate loans, Investment Services, Insurance Services.)
• 5% Knowledgeable of regulatory guidelines (Reg CC / Funds Availability, Truth in Savings, Bank Secrecy Act, Reg E, Privacy)
• 5% Adheres to safety and security guidelines.
• 2% Performs other duties as assigned by Leads / Management.
• 1% May also perform Front Desk Functions: Greets and welcomes victors. Logs visitors in utilizing TimeTrade system for further assistance by an MSR when unable to address their initial requests. Maintains the visitor security check-in/check-out log, issuing visitor passes (badges), and elevator codes according to security policy and procedures.
• 1% Identifies suspicious transaction activity / complies with BSA & AML.

Qualifications & Opportunities:

• One month to twelve months of similar or related experience.
• A high school education or GED.
• Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
• General office equipment such as calculators, computers, photocopiers, and scanners. Includes the ability to operate encoding, coin counting, and cash counting machines. Basic knowledge of established teller procedures and policies. Understanding of Credit Union operations. Maintains confidentiality related to Credit Union operations and work-related information.
• Requires standing for 5+ hours a day. Approximately 2 hours per day for the following activities: standing, walking, bending over, crouching, squatting, carrying, pushing or pulling. Ability to lift up to 25 lbs. one hour per day. Fine dexterity and use of computer keyboards for long periods of time. Visual skills for computer terminal, printers, calculator and credit union reports. Visual dexterity in the organization of financial records in chronological or alpha/numerical files. Also requires repetitive use of hands.
• The minimum and maximum base salary range for this position is $20.86 to $29.33 in California.
• The target starting base hourly rate is between $20.86 to $22.98.
• This compensation and benefits information is based on Los Angeles Federal Credit Union's good faith estimate as of the date of publication and may be modified in the future.
• The starting base salary within the range will depend on a variety of factors that may include relevant prior experience and/or education, or skills and expertise.

LAFCU is an Equal Opportunity Employer. We are committed to building an inclusive and diverse workforce.