Specialty Deposits SME & Relationship Builder

Los Angeles Federal Credit Union; Glendale (CA); 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

6 days ago Requisition ID: 1369

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.

Essential Functions & Responsibilities:

• 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.