Universal Ambassador I (10004)

Altaone Federal Credit Union; Ridgecrest (CA); On-site; USD 25,210 - 36,685; Full time

Job summary

Altaone Federal Credit Union in Ridgecrest, CA is seeking a dedicated member service representative to assist customers with a variety of banking services. This full-time position requires strong customer service and interpersonal skills along with a high school diploma or GED.

The ideal candidate will have 6 months to 2 years of experience and be ready to provide high-quality service while managing accounts and educating members about products. Join our team and make a difference in the financial lives of our members.

Qualifications

• Experience: 6 months to 2 years of similar or related experience.
• Ability to speak clearly and deliver information logically.

Responsibilities

• Assist members with accounts and educate on services.
• Manage customer service inquiries and processing.
• Provide backup to tellers when necessary.

Skills

Customer service skills

Interpersonal skills

Financial calculation ability

Education

High school degree or GED

Job description

Job Details

Location: Ridgecrest North – Ridgecrest, CA 93555

Position Type: Full Time (40 Hrs/Wk)

Salary Range: $18.30 – $26.63 hourly

Job Category: Banking

Role

Assist members with a wide variety of services and advise as to how best to utilize company products and services in order to meet personal financial goals and provide the highest quality customer service.

Major Duties and Responsibilities

• Open various new accounts, process necessary information and educate the members as to services/products available as a result. (For example, Visa check card, online banking, automated teller, etc.)
• Explain and expedite the opening, closing, transfer, and rollover of IRA certificates.
• Assist with a wide variety of customer services including open/close Shared Certificates, maintain Safe Deposit Boxes, assist members with checkbooks, process credit card/loan applications for members, manage outgoing wires, solve fraud issues, notary, close accounts, etc.
• Assist members with opening CDs and educate members as to penalties, earnings, etc.
• Provide backup to tellers upon request.
• Set up auto transfers and sign up customers for ACH transfers and wires.
• Use every member contact as an opportunity to advise members about additional services or programs that might benefit them.
• Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Qualifications

• Experience: Six months to two years of similar or related experience, including time spent in preparatory positions.
• Education/Certifications/Licenses: A high school degree or GED is required.
• Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving and obtaining information, as well as advising or referring, which commonly require shorter discussions.

Physical Requirements

• Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing/descending stairs in an emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator.
• Must be able to routinely perform work on a computer for an average of 6-8 hours per day when necessary.
• Must be able to work extended hours whenever required or requested by management.
• Must be capable of regular, reliable and timely attendance.

Mental and/or Emotional Requirements

• Must be able to perform job functions independently and with limited supervision. Must work effectively as part of a team.
• Must be able to read and carry out various written instructions and follow oral instructions.
• Must be able to speak clearly and deliver information in a logical and understandable sequence.
• Must be able to perform basic financial calculations with accuracy.
• Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside the organization and demonstrate the highest levels of customer service and discretion when dealing with the public.
• Must be able to perform responsibilities with composure under stress of deadline, requirements for extreme accuracy and quality and/or fast pace.
• Must be capable of exercising the highest level of discretion on confidential matters.

ADA Requirements

None specified.

Working Conditions

Must be able to routinely perform work indoors in a climate‑controlled shared work environment with moderate noise.

EEO Statement

Equal Employment Opportunity – All qualified applicants are welcome.