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Member Services Advocate Representative
2 months ago
Exciting Opportunity at Orange County's Credit Union
CREDIT UNION’S PURPOSE: Simple Banking. For People, Not Profit.
CREDIT UNION’S CORE VALUES: Integrity, Service Excellence, Growth & Development, High Performance, Mutual Respect, Community, and Fun
Workplace Excellence. Through our associates' opinions and voices, Orange County's Credit Union is a proud recipient of the Peter Barron Stark Best of the Best Award for highest associate satisfaction in the workplace As a leading financial service provider with over 80 years of experience serving 123,000+ members, Orange County's Credit Union is currently $2+ billion in assets & growing.
Your Benefits Start Day 1- Generous Benefits Including:
- Anthem Vivity HMO & Delta Care USA Dental - Orange County's Credit Union (OCCU) covers 100% of the associates' monthly premium
- Life insurance at no cost to employee.
- 401(k) – OCCU automatically contributes 3% of the employee’s earnings PLUS matches up to 5% of the employee’s contribution (dollar for dollar)
- Vacation hours – 13 days per year and rolls over year to year, and increases with tenure
- Sick hours – 7 days per year and rolls over year to year
- Paid Holidays – 12 days per year plus 3 partial days
- Annual performance merit increases
- Professional and personal development programs, including educational grants up to $2k per year, and step progression opportunities
- Annual discretionary bonus
- Professional, friendly work environment focused on achieving goals, recognizing successes, and excelling at member service.
POSITION SUMMARY: Under general supervision, is responsible for identifying retention and service opportunities and deepening relationships with designated Members. Through assignments develop Membership retention and engagement opportunities as well as cultivate existing Member relationships in order to increase Membership engagement. The Member Service Representative must be a self-driven, motivated individual with excellent communication and service skills be assertive, inquisitive, creative, agile, and accountable. Must be able to balance efficiency with effectiveness. Strong interpersonal skills are a necessity. Covering: Los Angeles, Orange, San Bernardino, and Riverside Counties.
The Experience You Will Bring
- Serves as a liaison between the Credit Union and our Members.
- Establishes and maintains relationships with our Members both prospective and current.
- Fosters existing relationships with Members in order to develop new Memberships and increase participation in Credit Union products and services.
- Plans, schedules, and conducts care calls with assigned list of new and tenured Members to promote the Credit Union's products and services to existing and potential Members for the purpose of increasing Membership and awareness.
- Serves as point of contact for Member retention efforts
- Provides consultative services to existing and potential Members regarding Credit Union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.
- Develops and maintains a close partnership with branches.
Qualification:
Experience/ Training/ Education:
- BA/BS in Marketing, Communication, Business or related field, or the equivalent work experience, preferably two to three years in a business development role.
- Excellent verbal and written communication skills, including ability to write clearly, concisely, and logically.
- Proficient in Microsoft Software Applications (Word, PowerPoint, and Excel).
- Strong time management, organizational, and prioritization skills with the ability to balance multiple priorities simultaneously.
Base Pay Range:
The targeted hourly range is $21.00 per hour to $25.00 per hour. Final offer will be determined based on experience, education, training/certifications and specialized skills.
We perform thorough background checks, credit checks and pre-employment drug screening. EOE
