Member Services Associate: Loans, Accounts & Sales

WPCCU; Los Angeles (CA); On-site; USD 42,000 - 64,000; Full time

Job summary

WPCCU is seeking a Member Service Representative to provide value-added quality service and sales to our membership. You will handle member transactions, assist with new accounts, loans, and account research, and contribute to a positive, sales-oriented branch environment.

You will contribute to achieving branch sales objectives, learn to present products through in-branch promotions and telemarketing events, and maintain high service standards while working collaboratively with teammates.

Qualifications

• Two years of customer service and retail sales experience.
• One year loan processing and funding experience.
• One year branch operations experience.
• Thorough knowledge of financial products and services.

Responsibilities

• Provide value-added service and sales to members by handling transactions accurately and selling credit union products.
• Promote a retail sales environment through face-to-face interactions and telemarketing events.
• Assist in in-branch promotions and SEG presentations as directed by management.
• Handle member inquiries and perform account research with minimal supervision.

Skills

Computers & apps

Microsoft Word

Microsoft Excel

Verbal & written communication

Needs-based selling

Education

High School Diploma or GED

Job description

WPCCU is seeking a Member Service Representative to provide value-added quality service and sales to our membership. You will handle member transactions, assist with new accounts, loans, and account research, and contribute to a positive, sales-oriented branch environment.

You will contribute to achieving branch sales objectives, learn to present products through in-branch promotions and telemarketing events, and maintain high service standards while working collaboratively with teammates.