![Wescom Credit Union](https://media.trabajo.org/img/noimg.jpg)
Member Services Representative I
2 weeks ago
Current Wescom Employees: Please visit the Career Center in Workday to search and apply for a current job opening.
We value and rely on the unique talents and contributions of our employees to absolutely excel in member engagement by Delivering Signature Experience.
Salary Grade:
152N
Salary Pay Range for This Position:
$22.60 - $31.68
POSITION SUMMARY:
Primarily assists members in performing accurate transactions and providing account information. Assists in establishing memberships, lo 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:
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.
Processes all transactions within assigned limits, maintains daily cash, and sells cash to the vault as needed so as not to exceed established limit. Adheres to accurate cash balancing procedures. Researches and resolves cash differences.
Consistently provides a high level of service and is committed to increasing member satisfaction by consistently, taking a consultative approach to all member interactions. Demonstrates adherence to the established Wescom and Branch Service Standards in addition to the enforcement and modeling of our Purpose, Mission, Visiont, Core Values and Team Attributes.
Promotes advocacy and takes personal responsibility to ensure member issues are handled properly at the first point of contact. Focuses on delivering the Member Experience and achieving successful results in the Member Experience Surveys.
Regularly serves members with Teller activities and occasional Platform activities by including but not limited to:
Remaining proficient and knowledgeable in all changing technologies available to members to create an omni-channel experience (e.g. mobile and online banking services)
Responds to inquiries from members, departments and Branch Management in a timely manner
Actively and consistently identifies Wescom product and service referral opportunities and works closely with branch business partners and specialists
Actively identifies, refers and assists members with auto/personal loan and credit card pre-approval offers
Provides occasional Platform support including loan application processing, new accounts, lobby management, file maintenance and card issuance activities
Consistently identifies, mitigates and reports potential fraudulent activity
Produces high quality, accurate work with minimal errors and oversights
Utilizes skills developed from the CON2ECT model focusing on building relationships and identifying member needs. Collaborates with business partners to actively refer members, including leveraging the appointment system, department liaisons, etc. The business partners would include but are not limited to Financial Services, Insurance Services, Real Estate and Autoland.
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. May also process applications for home equity loans and lines of credit. Serves as a member advocate throughout the loan process. Processes loans/lines of credit applications and provides basic credit review counseling for members with declined loans. Assists members with deposit products, including checking, savings, certificate accounts and Individual Retirement Accounts. Remains proficient with Fiduciary processes including but not limited to Trusts, Estates, Power of Attorneys and other Fiduciary accounts along with Notary Public services.
Meets personal development and training objectives. Achieves core curriculum and required training within establish timeline. Completes Wescom University core curriculum, including required regulatory training. Completes requirement to achieve Notary Public designation and possibly trains other employees with routine procedures when needed.
Could potentially pursue a career path opportunity to a Member Relations Specialist II if desired and if approved by Branch Management. Promotion would require successful completion of ALL the following courses and licensing:
New Account Training
Consumer Lending Training
IRA Training
Advanced Account Administration
Nationwide Mortgage Licensing System (NMLS) registration
Notary Public
Maintains proficiency in technology applications across all channels including the operating system and ancillary systems. Actively promotes and demonstrates technology to members. Contributes to organizational efforts with process improvement opportunities
Ensures branch compliance with audit and security standards, policies and procedures and loss prevention measures. Maintains confidentiality of Credit Union and member records.
Protects the Credit Union's financial interest by controlling and balancing their assigned cash drawer, negotiable items received and disbursed during daily transactions, identifying payees, verifying signatures and endorsements, and maintaining acceptable Teller Balancing Standards.
Communicates well both verbally and in writing, effectively shares information and ideas with others, and demonstrates good listening skills.
Must possess effective interpersonal skills in order to maintain positive and productive working relationships with others. Attends meetings with assigned groups as well as branch staff meetings. May participate with in-house training sessions, self-studies as well as outside seminars and classes.
Ensures individual appearance reflects the desired level of professionalism. Maintains the physical environment of the branch according to Wescom standards.
Maintains good attendance and punctuality in adherence with Wescom policy.
EDUCATION, EXPERIENCE, SKILLS AND ABILITIES:
High School graduate.
Previous financial industry and customer service experience preferred.
This job description in no way implies these are the only duties to be performed. The above job requirements represent the minimum levels of knowledge, skills and abilities. The marginal functions have not been included. An employee will be required to follow any other job-related instructions and duties as requested by branch management.
REGISTRATION:
Acquire licensing as Notary Public.
COMPUTER SKILLS:
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.
MATHEMATICAL SKILLS:
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:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle or feel; reach with hands and arms, climb or balance, stoop kneel, crouch, crawl; talk or hear and taste or smell. 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.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing functions of this job.
The noise level in the work environment is moderately quiet. It is a non-smoking environment.
The above job requirements are representative of minimum levels of knowledge, skills, and abilities. The marginal functions have not been included. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This job description in no way implies that these are the only duties to be performed. An employee will be required to follow any other job-related instructions and duties as requested by the supervisor and/or management.
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.
-
Member Services Representative I
3 days ago
Hawthorne, United States Wescom Credit Union Full timePlease use Firefox or Chrome internet browser to complete this application Current Wescom Employees: Please visit the Career Center in Workday to search and apply for a current job opening.We value and rely on the unique talents and contributions of our employees to absolutely excel in member engagement by Delivering Signature Experience. Salary Grade: 152N...
-
Phlebotomist Patient Services Representative
3 weeks ago
Hawthorne, United States GTT, LLC Full timePhlebotomist Patient Services RepresentativeContract Duration 3 MonthsPay rate up to $27/hrJob Description:The Phlebotomist Patient Services Representative I (PSR I) represents the face of the company to patients who come in, both as part of their health routine and for insights into life-defining health decisions.The PSR I draws quality blood samples from...
-
Phlebotomist Patient Services Representative
4 weeks ago
Hawthorne, United States Global Technical Talent Full timePhlebotomist Patient Services Representative Contract Duration 3 Months Pay rate up to $27/hr Job Description: The Phlebotomist Patient Services Representative I (PSR I) represents the face of the company to patients who come in, both as part of their health routine and for insights into life-defining health decisions. The PSR I draws quality blood...
-
Member Service Representative
4 weeks ago
Hawthorne, United States Navy Federal Credit Union Full time/ / / Job ID: 49656 **Member Service Representative (Full-Time) - Hawthorne** **Location:** CA Hawthorne **Full/Part Time:** Full-Time **Regular/Temporary:** Regular Email **Job Description** **YOUR LIFE'S MISSION: POSSIBLE** You have goals, dreams, hobbies and things youre passionate about. **Whats Important to You Is Important to Us** Were looking for...
-
Patient Service Representative
4 weeks ago
Hawthorne, United States WMC Advanced Physician Services PC Full time**Job Details**: **Job Summary**: A Patient Service Representative is responsible for greeting patients and working with them in person, on the phone, or through electronic correspondence to meet their needs regarding scheduling, updating pertinent information, checking in and out, and acting as a liaison in reporting any patient suggestions to...
-
Customer Service Representative I
3 weeks ago
Hawthorne, United States National Dentex Full timeJoin National Dentex - a leading healthcare organization specializing in the dental industry! We offer a full spectrum of specialized products, services, and technologies to address any dental restoration need. Currently, we have 50 labs throughout the country. **We are seeking to fill a number of key positions within our organization including this...
-
Customer Service Representative I
7 days ago
Hawthorne, United States NDX Full timeJoin National Dentex - a leading healthcare organization specializing in the dental industry We offer a full spectrum of specialized products, services, and technologies to address any dental restoration need. Currently, we have 50 labs throughout the country. We are seeking to fill a number of key positions within our organization including this opportunity...
-
Customer Service Representative
3 weeks ago
Hawthorne, United States American AC Heat & Plumbing Full timeAmerican Air Conditioning and Heating is looking for a customer-oriented service representative. A customer service representative, or CSR, will act as a liaison, provide product/services information and resolve any emerging problems that our customer accounts might face with accuracy and efficiency. The best CSRs are genuinely excited to help customers....
-
Customer Service Representative
4 weeks ago
Hawthorne, United States American AC Heat & Plumbing Full timeAmerican Air Conditioning and Heating is looking for a customer-oriented service representative. A customer service representative, or CSR, will act as a liaison, provide product/services information and resolve any emerging problems that our customer accounts might face with accuracy and efficiency. The best CSRs are genuinely excited to help customers....
-
Call Center Representative
1 month ago
Hawthorne, United States SkyOne Federal Credit Union Full timeJoin our dynamic team at SkyOne Federal Credit Union as a Member Service Advisor (Call Center Rep) in our Hawthorne, CA location! Be a crucial part of our commitment to delivering exceptional member-focused solutions and providing a seamless experience to our valued members. If you are passionate about helping others and thrive in a fast-paced environment,...
-
Call Center Representative
4 weeks ago
Hawthorne, United States SkyOne Federal Credit Union Full timeJoin our dynamic team at SkyOne Federal Credit Union as a Member Service Advisor (Call Center Rep) in our Hawthorne, CA location! Be a crucial part of our commitment to delivering exceptional member-focused solutions and providing a seamless experience to our valued members. If you are passionate about helping others and thrive in a fast-paced environment,...
-
Call Center Representative
4 weeks ago
Hawthorne, United States SkyOne Federal Credit Union Full timeJob DescriptionJob DescriptionJoin our dynamic team at SkyOne Federal Credit Union as a Member Service Advisor (Call Center Rep) in our Hawthorne, CA location! Be a crucial part of our commitment to delivering exceptional member-focused solutions and providing a seamless experience to our valued members. If you are passionate about helping others and thrive...
-
Customer Service Representative
2 months ago
Hawthorne, United States Hero Full timeENTRY LEVEL OPENINGS-IMMEDIATE HIRE / NO EXPERIENCE NEEDED What Matters Most To You In Your Next Position? - Opportunity for Advancement? - Continual Growth and Development? - Comprehensive Training and Mentoring? We are looking for Competitive Individuals to fill Entry Level positions in marketing, advertising, and public relations for our expanding...
-
Customer Service and Sales Representative
1 month ago
Hawthorne, United States WCP Inc Full timeWe are one of the premier sales and communications firms in Long Beach. Through our groundbreaking business stratagies, we aspire to create brand awareness and exposure for our diverse client portfolio. The essence of the Customer Service and Sales Representative position is to qualify prospects, conduct product presentations and generate sales for a...
-
Patient Service Representative
4 weeks ago
Hawthorne, United States NorthEast Provider Solutions Inc. Full timeJob Details: Job Summary: A Patient Service Representative is responsible for greeting patients and working with them in person, on the phone, or through electronic correspondence to meet their needs regarding scheduling, updating pertinent information, checking in and out, and acting as a liaison in reporting any patient suggestions to...
-
Patient Service Representative
2 weeks ago
Hawthorne, New York, United States WMCHealth Full timePatient Service RepresentativeCompany: NorthEast Provider Solutions Inc.City/State: Hawthorne, NYCategory: Clerical/Administrative SupportDepartment: OB/GYNUnion: NoPosition: Full TimeHours: 8:30a - 5:00pShift: DayReq #: 36660Posted Date: May 16, 2024Hiring Range: $ $24.88Apply NowExternal Applicant link ) Internal Applicant linkJob Details:Job Summary:A...
-
Call Center Manager
4 weeks ago
Hawthorne, United States SkyOne Federal Credit Union Full timeJob DescriptionJob DescriptionWe are currently seeking an experienced and motivated Member Experience Manager to lead our call center team. The Member Experience Manager will be responsible for overseeing day-to-day operations, ensuring exceptional service delivery, and driving performance to exceed key metrics and targets. The ideal candidate will have a...
-
Member Service Specialist
3 weeks ago
Hawthorne, United States UNIFY Talent Acquisition Full time**As a** **Member Service Specialist, you’ll help UNIFY’s credit union members safeguard their assets!** **At UNIFY, you matter and are supported, because your success is integral in the overall success of the team and experience of our members.** **Our members are the priority. As a Credit Union we are not driven by profit margins and stock prices...
-
Customer Service Representative
2 weeks ago
Hawthorne, United States meade the dough dba Dominos Full timeCustomer Service Representative Overview: **Duties**: - Handle inbound customer inquiries via phone - Provide information about products and services - Assist customers with order placement, tracking, and issue resolution - Utilize skills to accurately document customer interactions - Engage in techniques to promote additional products or...
-
Csr - Customer Service Representative
1 week ago
Hawthorne, United States Burke Energy Full timeAre you interested taking your career the next - ep wit - n industry leade - We have just the - ortunity for you - e are a leadi - home services pr vider - due to o r continued growt - e are looking fo personable a - reliable dividuals to serve as Cu omer Service Representatives. You will handle inbound and outbound customer service calls from an...