Specialty Deposit Representative

Los Angeles Federal Credit Union; Glendale, Northern (CA, KY); Hybrid; USD 34,000 - 49,000; Full time

Job summary

Los Angeles Federal Credit Union in Glendale, CA is seeking a Specialty Deposit Representative to join the Branch Operations team. This full-time, non-exempt role focuses on delivering specialty deposit products and services to members, and to act as a subject matter expert under the guidance of the Business and Specialty Deposit Officer.

The position involves processing specialty accounts (IRA, trusts, guardianship, etc.), cross-functional collaboration, and ongoing product enhancements.

Qualifications

• High school diploma or equivalent.
• 2 years in financial industry; 1 year focused on specialty accounts.
• Excellent oral and written communication.
• Ability to work independently and as part of a team.

Responsibilities

• Provide fast, friendly, and accurate service to members.
• Process account transactions for specialty products and services.
• Open new memberships and business accounts, as needed.
• Process consumer loan requests and fund loans, as needed.
• Collaborate with internal/external partners to improve products and training.

Skills

Financial industry experience

Specialty accounts

Communication skills

Judgment & ethics

Self-starter / adaptability

Teamwork

Education

High school diploma or equivalent

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Specialty Deposit Representative

Full Time Non-Exempt Full-Time Clerical Glendale Branch, Glendale, CA, US

Salary Range: $24.44 To $27.14 Hourly

Position Summary:

LAFCU's Specialty Deposit Representative works with the Business and Specialty Deposit Officer to provide specialty deposit products and services. This position is a subject matter expert (SME) for specialty deposit products and services. Additionally, the position works cross-functionally as an internal source of professional, technical, and general support to improve LAFCU’s specialty deposit suite of products. This role is a full-time non-exempt position in Branch Operations.

• Provide fast, friendly, and accurate service to all members.
• Maintain positive work environment by fostering cooperation and collaboration and taking ownership of own action and behavior.
• Adhere to security requirements in maintaining confidentiality and verifying member’s identity.
• Process account transactions related to specialty products and services such as Power of Attorney, Guardianship, Decedent, Revocable Trust, Traditional and Roth IRA, Education Savings (ESA) and Health Savings (HAS) accounts.
• Meet directly or indirectly through different methods of communication to grow relationships.
• Establish new membership and open all other secondary accounts and business accounts, as needed.
• Process consumer loan requests and fund loans, as needed.
• Works with internal/external partners to add new and enhance existing specialty deposit products and services, including developing new resources and training.
• Stay abreast of industry trends and competitors through researching ways to improve efficiency and services to members.
• High school diploma or equivalent; strong knowledge of specialty deposit products and services.
• 2 years of experience in the financial industry; 1 year focused on specialty accounts.
• Excellent oral and written communication skills.
• Ability to exercise good judgment with strong ethic, self-starter and adapt to change.
• Ability to work independently and as part of a team.

• The minimum and maximum base salary range for this position is $24.44 to $35.26 in California.
• The target starting base hourly rate is between $24.44 to $27.14.
• This compensation and benefits information is based on Los Angeles Federal Credit Union's good faith estimate as of the date of publication and may be modified in the future.
• The starting base salary within the range will depend on a variety of factors that may include relevant prior experience and/or education, or skills and expertise.

LAFCU is an Equal Opportunity Employer. We are committed to building an inclusive and diverse workforce.