Branch Member Service Representative III

L A Federal Credit Union; Glendale (CA); Presencial; USD 34.000 - 49.000; Jornada completa

Descripción de la vacante

LAFCU's Glendale Branch is seeking a Branch Member Service Representative III to deliver high-quality service, open new membership and checking relationships, and support loan applications and maintenance at the Glendale, CA location.

This full-time, non-exempt clerical role reports to Branch Manager I/II and involves handling mobile/online banking support, product promotions, and adherence to banking regulations.

Formación

• High school diploma or GED.
• 1–3 years of similar or related experience.
• Working knowledge of teller procedures and banking operations.

Responsabilidades

• Provides exceptional member service while opening new consumer membership and checking relationships.
• Receives and processes consumer loan applications and closes approved loans.
• Supports mobile app and online banking assistance, including password resets and account access issues.
• Cross-sells ancillary loan services.
• Performs other MSR 1-2 functions as needed.
• Assists with fraud, identity theft and account takeover issues.
• Follows regulatory guidelines related to account opening and loans (KYC, CIP, Truth in Lending, Reg B / ECOA, SAFE Act).
• May back up the Contact Center queue as needed.

Educación

High School Diploma or GED

Descripción del empleo

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 III

Glendale Branch Full Time Non-Exempt Full-Time Clerical Glendale Branch, Glendale, CA, US

Salary Range: $24.44 To $27.14 Hourly

Position Summary:

LAFCU's Branch Member Service Representative III provides excellent service to Members and Non-Members visiting branch/service center locations. Provides information and promotes credit union products and services to build relationships. Processes applications and transaction/service requests in the general areas of establishing/ maintaining accounts (incl. Checking, Savings, Money Market, Holiday, Share Certificates, IRAs, etc.), loan request (incl. applications, funding and closing), and auxiliary credit union services. This position is a full- time position and reports to the Branch Manager I/II at the employee's assigned branch location.

Essential Functions & Responsibilities:

• 25% Provides exceptional member service while answering questions and accurately opening new consumer membership (savings) and checking relationships. Opens new tax advantaged /retirement account relationships (IRAs, Roth, HSAs, and ESA). Conducts consumer member onboarding follow-up.
• 25% Receives and processes consumer loan applications (Auto, Visa CC, Personal Loans) and closes approved loans. Refers FastPass, AutoLand, and Business Services and Loans.
• 15% Provides members with support for advanced Mobile App and Online Banking support, including password resets, locked accounts, profile updates, denied access, Bill Pay External Transfer, Mobile Check Deposit, Zelle, and Online Wires.
• 10% Cross sells ancillary loan services (GAP, MBP, and Debt Protection).
• 12% All MSR 1-2 Functions
• 5% Assists members with situations involving fraud, identity theft and account takeover issues.
• 5% Knowledgeable of regulatory guidelines related to account opening and loans (KYC, CIP, Truth in Lending, Reg B / ECOA, SAFE Act )
• 2% Performs other duties as assigned by Leads / Management.
• 1% May also serve as back-up the Contact Center "Queue 2" as needed.

Essential Functions & Responsibilities:

• One year to three years 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.
• Working knowledge of established teller procedures and policies. Understanding of Credit Union operations. Communicates information and ideas in speaking so others will understand. General office equipment such as calculators, computers, photocopiers, and scanners.
• The minimum and maximum base salary range for this position is $24.44 to $35.26 in California.
• The target starting base hourly rate is between $24.44 to $27.14.
• 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.