Member Relationship Specialist I, Credit Union

University of Southern California; Los Angeles (CA); On-site; USD 29,000 - 32,000; Full time

Job summary

USC Credit Union is seeking a Member Relationship Specialist I for its central branch team. This role focuses on building and fostering relationships with members and potential members, analyzing member data at each interaction to tailor solutions using USC Credit Union products, services and technologies.

Responsibilities include meeting performance standards and sales goals, deepening member relationships through consultative service, processing deposits and withdrawals, and ensuring

Qualifications

• High school diploma or equivalent.
• Less than 1 year experience; six months of customer service, sales or retail banking.
• Excellent interpersonal, written and oral communication skills.
• Ability to work independently with minimal supervision and as a member of a team.
• Ability to multi-task and build relationships in a sales environment.
• Experience with office management software/tools (Google Suite, Slack, Microsoft Excel).

Responsibilities

• Meet established performance and sales goals.
• Develop and deepen member relationships through consultative service.
• Process deposits, withdrawals, loan payments, and new accounts accurately.
• Ensure compliance with applicable laws and USC policy.
• Serve as backup at other USC Credit Union locations as needed.

Skills

Interpersonal skills

Written and oral communication

Independent work

Teamwork

Multi-tasking

Education

High school or equivalent

Associate’s degree

Tools

Google Suite

Slack

Microsoft Excel

Job description

USC Credit Union is looking for a Member Relationship Specialist I for it’s central branch team. This position reports directly to the Branch Manager/Supervisor and is responsible for building and fostering relationships with USCCU’s members and potential members. The Member Relationship Specialist I gathers and analyzes member data at the time of each interaction to respond to inquiries and offer customized solutions using in-depth knowledge of USCCU products, services and technologies.

Responsibilities include, but are not limited to:

• Consistently meeting established performance standards, service standards and sales goals

• Developing and deepening member relationships by providing high-quality consultative service that identifies member needs and matches those needs with value-added USCCU products and services

• Processing member transactions efficiently, accurately, and in a timely manner. Includes deposits and withdrawals, loan payments, new account application, and all related documentation

• Ensuring compliance with all applicable laws, regulatory requirements, policies and procedures as they relate to USCCU’s products and services

• Acting, on occasion, as a backup Member Relationship Specialist at otherUSCCU locations/branches

The ideal candidate will:

• Have a minimum of two years’ experience in financial institution sales and service with a proven track record of meeting production and sales goals

• Be knowledgeable in Bank Secrecy Act,OFAC, US Patriot Act, Regulation CC and funds availability,GLBand Member Financial Privacy,NCUSIF, and Truth in Savings

• Be flexible with scheduling that may include occasional Saturday hours and weekday afternoon/evening hours

• Possess a high sense of urgency, attention to detail, initiative and integrity

• Have exceptional interpersonal, customer service and communication skills

• Pass a pre-employment background and credit check

Compensation:

The hourly rate range for this position is $21.00- $23.00. When extending an offer of employment, the University of Southern California considers factors such as (but not limited to) the scope and responsibilities of the position, the candidate’s work experience, education/training, key skills, internal peer equity, federal, state, and local laws, contractual stipulations, grant funding, as well as external market and organizational considerations.

Why USC Credit Union is a great place to work:

• Medical through USC Network: https://employees.usc.edu/medical/

• Dental: https://employees.usc.edu/dental/

• Vision: https://employees.usc.edu/vision/

• Dependent Care and Health Care Flexible Spending Accounts (FSAs): https://employees.usc.edu/fsas/

• Retirement with up to 10% employer contributions: https://employees.usc.edu/usc-retirement-savings-program/

• Tuition reimbursement: https://employees.usc.edu/tuition-benefits/

• Paid Time Off (PTO) including, up to 24 vacation days (based on tenure), 12 sick days, 9 paid holidays, 1 paid personal day, 4 paid winter recess days, paid bereavement, and paid jury duty: https://employees.usc.edu/time-off/

• Life and voluntary insurance benefits: https://employees.usc.edu/insurance-benefits/

• WorkWell Center that provides programs, resources, and services to benefits-eligible staff and their dependents, that help them thrive in all areas of work-life wellness: https://workwell.usc.edu/

• Other generous perks and discounts: https://employees.usc.edu/perks/

Minimum Education:
High school or equivalent

Minimum Experience:
<1 year
Six months of customer service, sales or retail banking experience.

Minimum Skills:
Excellent interpersonal, written and oral communication skills.
Ability to work independently with minimal supervision and as a member of a team.
Ability to multi-task and build relationships in sales environment.
Experience with office management software/tools (e.g. Google suite, Slack, Microsoft Excel).

Preferred Education:
Associate’s degree in related field(s)

Preferred Experience:
1 year
1 year of customer service, sales or retail banking experience.

Preferred Skills:
Working knowledge of consumer loan products and all services.

USC is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other characteristic protected by law or USC policy. USC observes affirmative action obligations consistent with state and federal law. USC will consider for employment all qualified applicants with criminal records in a manner consistent with applicable laws and regulations, including the Los Angeles County Fair Chance Ordinance for employers and the Fair Chance Initiative for Hiring Ordinance, and with due consideration for patient and student safety. Please refer to the Background Screening Policy Appendix D for specific employment screen implications for the position for which you are applying.

We provide reasonable accommodations to applicants and employees with disabilities. Applicants with questions about access or requiring a reasonable accommodation for any part of the application or hiring process should contact USC Human Resources by phone at [phone], or by email at [e-mail]. Inquiries will be treated as confidential to the extent permitted by law.

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