Member Experience Representative I

OceanAir Federal Credit Union; Camarillo (CA); On-site; USD 24,796 - 30,307; Full time

Job summary

OceanAir Federal Credit Union in Camarillo, CA is seeking a friendly team player to support members with daily banking needs and products. You will handle calls, answer questions, and guide customers to the right solutions with a personable, professional approach.

The role emphasizes helping members achieve their financial goals through available services, including online banking, loans, and accounts. A high school diploma or GED and six months in sales, service, or a call center are preferred.

Qualifications

• High School diploma or GED.
• Six months of experience in a sales, service, and/or call center environment.

Responsibilities

• Identify member needs and recommend products or services.
• Promptly answer calls with courtesy and efficiency.
• Assist members with general credit union information, hours, and locations.
• Process new account requests via the Internet and notify applicants of status.
• Perform account servicing functions like transfers and cash advances.
• Educate members on electronic services (PCAcess, SmartPay, POP Money, Finance Works, Mobile Banking, eStatements).
• Refer members to Loan Sales Team for consumer lending and Mortgage Department for real estate lending.
• Perform other duties as assigned.

Skills

Sales experience

Customer service

Call center

Education

High School diploma or GED

Job description

Description

Join Our OceanAir Federal Credit Union Family!

Are you ready to make a difference in people's financial lives while having a blast at work? At OceanAir Federal Credit Union, we're all about providing a stellar member experience that keeps our members coming back for more. If you're passionate about helping others and love a fun, dynamic work environment, we want YOU on our team!

What You'll Be Doing

Practice OceanAir Core Values

• Make It Right: We're committed to doing the right thing for our members and community, offering the greatest benefit possible.
• Make It Easy: We provide easy financial solutions, convenient locations, efficient service, and simplified processes.
• Make It Personal: We nurture deep, personal relationships with our members, tailored to their individual needs and preferences.

Key Responsibilities

• Identify the financial needs of each member and recommend products or services to improve their financial life.
• Promptly answer all incoming calls with courtesy and efficiency.
• Assist members with general credit union information, including products, hours, and locations.
• Process new account requests via the Internet and notify applicants of their status.
• Perform account servicing functions like processing transfers, cash advances, and other transactions.
• Educate and assist members with electronic services, such as PCAccess, SmartPay, POP Money, Finance Works, Mobile Banking, and eStatements.
• Refer interested members to the Loan Sales Team for consumer lending and the Mortgage Department for real estate lending.
• Perform other fun and meaningful duties as assigned.

Travel

• No travel required. Stay cozy and productive in our office!

Ready to make a lasting impact and have a great time while doing it? Apply now and become a valued member of the OceanAir Federal Credit Union family!

Requirements

• High School diploma or GED.
• Six months of experience in a sales, service, and/or call center environment.

Physical Requirements

• This role involves talking, hearing, and using your hands for keyboarding.
• Be prepared for lots of phone work and sitting for long periods. We've got a comfy chair waiting for you!

Work Environment & Schedule

• Work in a well-lit, climate-controlled office with moderate noise levels.
• Flexible work hours: Approximately 29½ to 40 hours per week with some occasional overtime.

Ready to make a lasting impact and have a great time while doing it? Apply now and become a valued member of the OceanAir Federal Credit Union family!