CU Career Connections

Member Service Representative

South Bay CU
Lomita, California, United States
19 days ago

Description

Process member service transactions efficiently and accurately while identifying cross-sell opportunities to promote credit union products and services in the branch and by phone. Provide an engaging high-quality member experience through direct and virtual phone contact at various locations and through various channels



Requirements

  • Process member transactions efficiently and accurately to include deposits, withdrawals, transfers, and other product driven transactions adhering to policies, procedures, and regulatory requirements.
  • Answer phone calls assisting members and partners
  • Makes qualified referrals by identifying potential cross-selling opportunities.
  • Support all request via direct, phone and virtual delivery systems.
  • On board new members/accounts
  • Participate in community events and marketing promotions
  • Roaming support between offices, as required
  • All other functions as assigned

Job Information

  • Job ID: 59895238
  • Location:
    Lomita, California, United States
  • Position Title: Member Service Representative
  • Company Name: South Bay CU
  • Job Function: Member Services
  • Job Type: Full-Time
  • Job Duration: Indefinite
  • Min Education: H.S. Diploma/Equivalent
  • Min Experience: 1-2 Years
  • Required Travel: 25-50%
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