Member Service Representative - Skyla Wealth

Skyla Credit Union; Pasadena (CA); On-site; USD 33,000 - 37,000; Full time

Benefits offered by this job

Medical

Vision

Dental

401(k) match

Tuition reimbursement

Volunteer opportunities

Paid time off

Well-being benefit

Interest rate perks

Job summary

Skyla Wealth is seeking a Member Service Representative in Pasadena, CA to serve as the primary contact for members and visitors. You will process transactions, open accounts, and cross-sell services, maintaining confidentiality and accuracy.

Ideal candidates have experience in financial services, excellent communication, problem-solving skills, and strong computer abilities. Notary Public certification is preferred; on-site role with Skyla's supportive culture and growth opportunities.

Qualifications

• High school graduate.
• Experience in financial services with a record of providing excellent service.
• Excellent communication and problem-solving skills.
• Strong computer skills and quick learner of new systems.
• Notary Public certification.

Responsibilities

• Serve as primary contact for members and visitors with professional demeanor.
• Process transactions accurately and provide prompt service.
• Open accounts and cross-sell products based on member needs.
• Assist with account maintenance, cards, and disputes.
• Support notary services and educate members on self-service options.

Skills

Customer service

Communication

Problem solving

Technology proficiency

Education

High school graduate

Notary Public certification

Job description

Position:Member Service Representative - Skyla Wealth

Location: Pasadena, CA

Remote Status: On-Site

Job Id:1170

# of Openings:2

Job Title: Member Service Representative - Skyla Wealth

Pay Range: $24.36 - $27.41

Working at Skyla Credit Union

Skyla offers a supportive, inclusive culture while providing opportunities for growth, learning, and career advancement. Making it a strong place to build both skills and meaningful connections.

Joining Skyla means having the support, tools, and guidance you need from day one.

• A welcoming culture where teammates and leaders genuinely care about your success and growth.
• A collaborative work environment focused on teamwork, development, and making an impact in the community.
• Flexibility and support to help you balance work while meeting member needs.
• A strong benefits package and meaningful perks that support your overall well-being: medical, vision, dental, 6% Match 401(k), Tuition Reimbursement, Paid Community Volunteer Opportunity, Paid Time Off, Quarterly Well Being Benefit, Interest Rate Perks on Deposit and Loan Accounts.

Our Values

We’re in your corner: we genuinely care about the well-being of our members and employees. We make possibilities reality!

We make an impact: we exist for our communities. We provide support and opportunities to meet the needs of our friends and neighbors.

We’re better together: we are a team. We work together to service and support our members and each other.

We’re on a journey together: we always look for improvement opportunities to benefit our members and employees. We believe that with continuous improvement learning, there is no limit to what we can achieve together.

We welcome everyone: we empower all by sharing different perspectives, unique abilities, thought processes, and creating a diverse and inclusive credit union.

primary functions:

Serve as primary point of contact for members and visitors. Must be personable and outgoing while maintaining a patient, positive, and professional demeanor. Accurately convey information regarding Credit Union products and services. Respond to member account inquiries and requests. Cross-sell or refer products and services based on needs identification. Respond to basic account inquiries. Maintain the integrity of all members’ records in a confidential manner.

responsibilities:

• Promptly open branch at opening of business and properly secure doors at the close of business.
• Greet and welcome members and visitors to the credit union in a professional manner. Provide prompt, efficient, and accurate service in the processing of transactions.
• Accurately log each visitor into the Visitor Log; issue and track visitor ID badge (if applicable)
• Open accounts as needed and make effective cross-sell recommendations.
• Assist members with all account maintenance issues including issuing cards, account changes, disputes, wires, and IRA transactions.
• Process loans within current lending policy guidelines. Set up and disburse approved loans. Complete all other loan-related tasks as required and within established timeframes.
• Maintain a professional and organized member lobby and technology area; update marketing materials as needed.
• Perform a variety of duties related to all phases of teller work.
• If applicable in branch: Gatekeeper of Safe Deposit boxes. Provide members with access as needed and properly maintain card records of box issuance, entry, and closure in accordance with federal regulation and credit union policy.
• Assist and educate members with self-service and 24-hour Technology channels; process check orders and PIN changes; first line maintenance for Coin sorter (if applicable).
• Comply with all federal regulations, credit union policies and procedures, including Bank Secrecy and the USA Patriot Act.
• Perform job duties in accordance with the Credit Union’s values, mission and vision.
• Perform notary services and basic account maintenance as requested including address changes.
• Perform other various duties as assigned.
• High school graduate.
• Experience in financial services with a record of providing excellent service.
• Excellent communication and problem-solving skills.
• Notary Public certification.
• Strong computer skills with ability to quickly learn new processes/systems.