Wescom Credit Union
Member Services Representative I - Hawthorne Branch (Hawthorne, CA)
Wescom Credit Union, Inglewood, California, United States, 90397
Wescom Credit Union Member Services Representative
Primarily assists members in performing accurate transactions and providing account information. Assists in establishing memberships, share accounts and other deposit products by assessing member needs, completing necessary documents and performing data entry of records in compliance with audit requirements. Frequently serves as the initial point of contact between the Credit Union and members. Promotes optimal member engagement by providing specific, accurate and timely information regarding Credit Union products and services in addition to insurance and/or investment products offered through Wescom Insurance Services and Wescom Financial Services. Responsible for engaging new and existing members to deepen their relationship with the Credit Union by educating members about products and services and referring members for Mortgage and Home Equity products. Essential Position Functions Include: Follows cash control guidelines to safeguard the credit union and member assets. Processes member transactions accurately, including but not limited to deposits, transfers, withdrawals and other transactions in accordance with credit union policies, procedures and regulatory requirements. Consistently provides a high level of service and is committed to increasing member satisfaction by consistently, taking a consultative approach to all member interactions. Promotes advocacy and takes personal responsibility to ensure member issues are handled properly at the first point of contact. Regularly serves members with teller activities and occasional platform activities. Consistently identifies, mitigates and reports potential fraudulent activity. Utilizes skills developed from the CON2ECT model focusing on building relationships and identifying member needs. May participate in the servicing of coin and cash machines when required. Occasionally processes applications for consumer loan products, including but not limited to auto loans, credit cards, and unsecured lines of credit. Meets personal development and training objectives. Could potentially pursue a career path opportunity to a Member Services Representative II if desired and if approved. Maintains proficiency in technology applications across all channels. Ensures branch compliance with audit and security standards, policies and procedures and loss prevention measures. Communicates well both verbally and in writing. Must possess effective interpersonal skills in order to maintain positive and productive working relationships. Ensures individual appearance reflects the desired level of professionalism. Maintains good attendance and punctuality. Education, Experience, Skills and Abilities: High school graduate. Previous financial industry and customer service experience preferred. Acquire licensing as Notary Public. Proficient in Microsoft applications (Word, Excel, Outlook). Must be proficient in technology applications including the Credit Union's operating system and specialized software required for performance of position. Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to compute rates, ratios and percentages. Physical demands include standing, walking, sitting, using hands to finger, handle or feel; reaching with hands and arms, climbing or balancing, stooping, kneeling, crouching, crawling; talking or hearing and tasting or smelling. The employee must occasionally lift and/or move up to 10 pounds. Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. The work environment is moderately quiet. It is a non-smoking environment. If you are applying for a hybrid/remote position, please note applicants are required to reside within our Wescom service areas which are defined as the following counties: Los Angeles, Orange, San Bernardino, Riverside, Ventura, Santa Barbara, San Diego, Imperial, Fresno, Kern, Kings, Madera, Merced, Mariposa, Monterey, San Benito, San Joaquin, San Luis Obispo, Santa Cruz, Stanislaus and Tulare counties.
Primarily assists members in performing accurate transactions and providing account information. Assists in establishing memberships, share accounts and other deposit products by assessing member needs, completing necessary documents and performing data entry of records in compliance with audit requirements. Frequently serves as the initial point of contact between the Credit Union and members. Promotes optimal member engagement by providing specific, accurate and timely information regarding Credit Union products and services in addition to insurance and/or investment products offered through Wescom Insurance Services and Wescom Financial Services. Responsible for engaging new and existing members to deepen their relationship with the Credit Union by educating members about products and services and referring members for Mortgage and Home Equity products. Essential Position Functions Include: Follows cash control guidelines to safeguard the credit union and member assets. Processes member transactions accurately, including but not limited to deposits, transfers, withdrawals and other transactions in accordance with credit union policies, procedures and regulatory requirements. Consistently provides a high level of service and is committed to increasing member satisfaction by consistently, taking a consultative approach to all member interactions. Promotes advocacy and takes personal responsibility to ensure member issues are handled properly at the first point of contact. Regularly serves members with teller activities and occasional platform activities. Consistently identifies, mitigates and reports potential fraudulent activity. Utilizes skills developed from the CON2ECT model focusing on building relationships and identifying member needs. May participate in the servicing of coin and cash machines when required. Occasionally processes applications for consumer loan products, including but not limited to auto loans, credit cards, and unsecured lines of credit. Meets personal development and training objectives. Could potentially pursue a career path opportunity to a Member Services Representative II if desired and if approved. Maintains proficiency in technology applications across all channels. Ensures branch compliance with audit and security standards, policies and procedures and loss prevention measures. Communicates well both verbally and in writing. Must possess effective interpersonal skills in order to maintain positive and productive working relationships. Ensures individual appearance reflects the desired level of professionalism. Maintains good attendance and punctuality. Education, Experience, Skills and Abilities: High school graduate. Previous financial industry and customer service experience preferred. Acquire licensing as Notary Public. Proficient in Microsoft applications (Word, Excel, Outlook). Must be proficient in technology applications including the Credit Union's operating system and specialized software required for performance of position. Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to compute rates, ratios and percentages. Physical demands include standing, walking, sitting, using hands to finger, handle or feel; reaching with hands and arms, climbing or balancing, stooping, kneeling, crouching, crawling; talking or hearing and tasting or smelling. The employee must occasionally lift and/or move up to 10 pounds. Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. The work environment is moderately quiet. It is a non-smoking environment. If you are applying for a hybrid/remote position, please note applicants are required to reside within our Wescom service areas which are defined as the following counties: Los Angeles, Orange, San Bernardino, Riverside, Ventura, Santa Barbara, San Diego, Imperial, Fresno, Kern, Kings, Madera, Merced, Mariposa, Monterey, San Benito, San Joaquin, San Luis Obispo, Santa Cruz, Stanislaus and Tulare counties.