Member Financial Wellness Coach

University Credit Union; Los Angeles (CA); On-site; USD 45,000 - 60,000; Full time

Job summary

University Credit Union is seeking a dedicated Member Service Representative in Los Angeles to provide face-to-face, phone and digital channel support for account assistance, and to deliver consultative services that meet member needs.

You will process transactions, handle new memberships and loan requests, complete documentation, and collaborate with partners while adhering to regulatory guidelines.

Qualifications

• Experience in a financial institution preferred.
• Ability to assess member needs and advise on products.
• Must adhere to regulatory and organizational guidelines.

Responsibilities

• Provide face-to-face/phone/digital channel service to members requesting account assistance.
• Assess member needs and refer to partners as needed.
• Process transactions accurately and efficiently with attention to detail.
• Process new memberships and loan requests as requested.
• Complete documentation for accounts and loans.
• Handle account maintenance tasks (address changes, check orders, debit/ATM cards).
• Research member accounts to identify and correct problems.
• Suggest improvements to streamline operations.
• Collaborate as a team and adhere to guidelines.

Skills

Customer service

Financial products knowledge

Team player

Regulatory compliance

Consultative selling

Education

High School Diploma or GED

Notary Public preferred

CCUCF certification preferred

Job description

University Credit Union is seeking a dedicated Member Service Representative in Los Angeles to provide face-to-face, phone and digital channel support for account assistance, and to deliver consultative services that meet member needs.

You will process transactions, handle new memberships and loan requests, complete documentation, and collaborate with partners while adhering to regulatory guidelines.