We have other current jobs related to this field that you can find below
-
Sr Member Services Representative
4 weeks ago
Buena Park, United States Wescom Central Credit Union Full timePlease use Firefox or Chromeinternet browserto 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: 155N...
-
Member Services Representative
3 months ago
Buena Park, United States Supreme Fitness Group Full timeJob DescriptionJob Description*In order to be considered as a candidate for this position, it is required you complete the 2nd step application. Upon clicking "Submit Application", you will be directed to this 2nd step"*Job SummaryThe Member Services Representative will be responsible for creating a positive member experience by providing a superior level of...
-
Customer Service Representative
2 months ago
Buena Park, United States Chris Barredo - State Farm Agent Full timeJob DescriptionJob DescriptionROLE DESCRIPTION:As a customer service representative with Chris Barredo State Farm Agency, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you an ideal fit. You will enhance...
-
Buena Park, United States Prime Tech Enterprises Full timeJob DescriptionJob DescriptionBeing a Customer Service Representative involves more than the acquisition and sales process. We provide entry-level training on technology usage, consumer relations, product and service knowledge, and market preferences for you to utilize in customer interactions. Our client partners take the guesswork out of the initial...
-
Client Services Representative
3 weeks ago
Buena Park, United States Diamond Executives Full timeJob DescriptionJob DescriptionAt Diamond Executives, we have perfected the ability to provide local business development solutions for nationally recognized telecommunications brands. Our clients are at the top of their field, and we pride ourselves in the ability to connect their offerings to the local community. Client Services Representatives are at the...
-
Client Services Representative
3 weeks ago
Buena Park, United States Diamond Executives Full time $45,000 - $55,000Job DescriptionJob DescriptionWe have perfected the ability to provide local business development solutions for nationally recognized telecommunications brands. Our clients are at the top of their field, and we pride ourselves in the ability to connect their offerings to the local community. Client Services Representatives are at the forefront of that...
-
Member Service Representative
2 months ago
Deer Park, United States Horizon Credit Union Full timePerform transactional duties to serve members by receiving or paying out funds with high accuracy. Maintain accurate transactional records. Provide cash receipt and payment services in accordance with credit union policies and procedures. Present and Member Service, Representative, Service, Retail, Banking, Education
-
Member Services Representative
3 months ago
Comstock Park, United States Planet Fitness Full timeJob Summary JP Management Services, LLC is a multi-location Planet Fitness® franchisee with nine locations in west Michigan. The culture of JP Management Services, LLC, integrates our core values of Positive Team Environment, Integrity, Excellence, Passion, and Having Fun. We seek to hire, retain, review, recognize, and promote based on our core...
-
Member Service Representative
3 weeks ago
Park Rapids, United States TRUSTAR FEDERAL CREDIT UNION Full timeTruStar is looking for an individual with attention to detail and great customer service skills to join their team as a Members Service Representative in the Park Rapids office. Responsibilities include assisting members and potential members with their financial needs, open new accounts, process account transactions, resolve problems, and help with products...
-
Member Service Representative
2 weeks ago
Park Rapids, United States TRUSTAR FEDERAL CREDIT UNION Full timeTruStar is looking for an individual with attention to detail and great customer service skills to join their team as a Members Service Representative in the Park Rapids office. Responsibilities include assisting members and potential members with their financial needs, open new accounts, process account transactions, resolve problems, and help with products...
-
Member Service Representative
2 weeks ago
Park Rapids, United States TRUSTAR FEDERAL CREDIT UNION Full timeTruStar is looking for an individual with attention to detail and great customer service skills to join their team as a Members Service Representative in the Park Rapids office. Responsibilities include assisting members and potential members with their financial needs, open new accounts, process account transactions, resolve problems, and help with products...
-
Member Services Representative
3 weeks ago
Midland Park, United States Crunch Fitness Fuchs Group Full timeJob DescriptionJob DescriptionBenefits:401(k)Dental insuranceFlexible scheduleFree uniformsHealth insuranceVision insuranceCrunch Select in Midland Park, NJ is seeking individuals for our Member Services Representative department. Shifts available are weeknights and weekends. Please apply with a resume.Requirements:Fluent in EnglishProficient reading and...
-
Member Service Representative
17 hours ago
Overland Park, Kansas, United States Sam's Club Full timeAbout the Role:We are seeking a highly skilled and customer-focused individual to join our team as a Member Service Representative at Sam's Club. As a key member of our team, you will be responsible for ensuring compliance with company policies and procedures, providing exceptional member service, and supporting the overall success of our operations.Key...
-
Member Services Representative
4 days ago
Midland Park, United States Crunch Fitness Full timeBenefits: 401(k) Dental insurance Flexible schedule Free uniforms Health insurance Vision insurance Crunch Select in Midland Park, NJ is seeking individuals for our Member Services Representative department. Shifts available are weeknights and weekends. Please apply with a resume. Requirements: Fluent in English Proficient reading and writing skills...
-
Member Services Representative
3 months ago
Elmwood Park, United States Planet Fitness Full timeJob Summary The Member Services Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests. Essential Duties and Responsibilities Greet members, prospective members and guests, providing exceptional customer service. Handle all...
-
Member Services Representative
5 days ago
Monterey Park, California, United States F & A FEDERAL CREDIT UNION Full timeJob OverviewAt F & A Federal Credit Union, we are dedicated to creating outstanding financial opportunities for our members and their families, ensuring their financial well-being today and for future generations. Our commitment is to assist employees of various local government agencies and their families in achieving their financial aspirations through...
-
Customer Outreach Representative
20 hours ago
Buena Park, United States Prime Tech Enterprises Full timeJob DescriptionJob DescriptionWe base our success on our ability to identify consumer needs and adapt service strategies to assist them. Our clients are continuously improving the technology in their products, and it is up to us to listen to our local market and work together to provide the best communication solutions. We have found that the best way to...
-
Member Service Representative
3 weeks ago
Park Rapids, United States TruStar Federal Credit Union. Full timeJob DescriptionJob DescriptionMember Service Representative- Job DescriptionDepartment:Operations Grade:5 Reports To:Regional Operations ManagerClassification:Non-Exempt Supervises Direct:NoneSupervises Indirect:Approved By:GCR/el/gpEffective Date:04/17/2023Role:Assists members and potential members with their financial needs both in person and/or via...
-
Culinary Service Team Member
6 days ago
Buena Park, California, United States Cedar Fair Full timeCulinary Service Team MemberThe Culinary Service Team Member position encompasses a range of responsibilities including inventory management, sanitation, and processing monetary transactions while providing outstanding service to patrons.Compensation starts at $16.00 per hourAs part of Cedar Fair, team members can benefit from a variety of...
-
Customer Service Representative
2 weeks ago
Buena Park, United States States Logistics Full timeWe’re growing and we’re looking for a detail-orientated representatives to provide awesome customer service to our customers! Shift: Monday through Friday / 8:00am - 4:30pm Compensation: Range is $21.00-24.00/hour dependent on relevant 3PL CSR experience Some overtime will be required based on volume. Here Are Just Some Things A Customer Service Rep Will...
![Wescom Central Credit Union](https://media.trabajo.org/img/noimg.jpg)
Sr Member Services Representative
2 months ago
Please use Firefox or Chromeinternet browserto 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:
155NSalary Pay Range for This Position:
$28.13 - $40.82POSITION SUMMARY:
The Sr. Member Services Representative (MSR) will serve as a team member lead for the Member Services Representatives and will assist Branch Management in the functioning of the branch. The Sr. MSR will assist the branch with onboarding and training new team members and cross training of existing members. Will serve as a champion for integral implementations of new technology, such as the Member Relationship Management tool, and act as a branch resource for policies and procedures and more complex transactions and issues such IRA's, Trusts and member disputes.
The Sr. MSR will assist the branch in assessing processes and provide suggestions to remove, enhance or streamline daily operations in support of our core value of continuous improvement. Will complete assigned projects and daily reports related to the branch and perform other related duties as assigned or requested by Branch Management.
Assists Branch Management in fostering a culture within the branch that reinforces member service, teamwork and collaboration, financial discipline, operational integrity, process improvement and efficiency. Leads and trains staff to perform transactions, establish memberships, share and loan accounts and related products and services by conducting interviews, completing necessary documents and performing data entry of records in compliance with audit requirements.
Provides consultative services to members regarding credit union products and services by assessing member needs. Assists members in establishing memberships, loan accounts and services, share accounts and savings services, completing necessary documents and performing data entry of records in compliance with audit requirements. Processes transactions for members and 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. Responsible for engaging new and existing members to deepen their relationships with the Credit Union. Completes applications for home equity products and makes referrals for first mortgage real estate services.
ESSENTIAL POSITION FUNCTIONS:
Consistently provides a high level of service and is committed to increasing member satisfaction by consistently taking a consultative approach during all member interactions. Demonstrates adherence to the Branch Service Standards in addition to the enforcement and modeling of Wescom's Purpose, Mission and Vision Statements, 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 member surveys.
Utilize skills developed from the member engagement model focusing on building relationships, asking open ended questions, providing consultative recommendations, identifying member needs and exceeding member expectations. 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.
Will occasionally serve members with Platform activities; however, primary focus will be to support Branch Operations with high value transaction activities as determined by business needs and directed by Branch Management. This includes but is not limited to:
Serves as a mentor and coach to newer team members in the Branch
Regularly assists Branch Management with the scheduling, leading and facilitation of department meetings and daily huddles.
Assists the branch with the training of new team members and cross training of existing team members in area of specialty; maintains proficiency and awareness of existing/updated policies and procedures.
Serves as first point of contact and acts as department lead for more complex issues including member escalations and follow up requests.
Maintains thorough knowledge and provides team members with assistance, guidance and support regarding trusts, IRAs, deceased accounts, legal inquiries and more complex account issues.
Assists team and members with complex maintenance, loan and account transactions.
Has thorough knowledge of consumer loan process including analyzing consumer loan application decisions, auditing funded loans and managing branch loan queue when directed by management.
Contributes to department goals by managing high volumes through planning and the successful execution of strategies created by Branch Management. Identifies initiatives, efficiencies and opportunities for enhancements regarding department productivity and processes.
Maintains increased transaction limit and check approval authority and occasionally provide team members with approvals within assigned limits when directed by Branch Management.
Assists Branch Management in completing projects and reports related to the Branch Responsibility Guidelines within established deadlines.
Supports branch, department and organizational initiatives by actively participating in taskforce and group meetings,
Occasionally assist branch management in identifying team member did well and next time opportunities and providing feedback when requested.
Regularly performs day to day transactions for members including, but not limited to deposits, withdrawals and transfers. Answers member inquiries and provides information in accordance with Credit Union policies and procedures for account-related needs. May participate in the servicing of coin and cash machines when required
Process applications for all consumer loan products, including but not limited to auto loans, credit cards, and unsecured lines of credit. May also provide member assistance and process applications for home equity loans and lines of credit. Serves as a member advocate throughout the loan process. Funds loans and provides basic credit review counseling for members with declined loans. Assists members with savings products, including checking and certificate accounts, money market accounts and Individual Retirement Accounts. Remains proficient with Fiduciary processes including but not limited to Trusts, Fiduciary Accounts, Power of Attorneys, and Notary Public services.
Contributes to Wescom growth objectives through needs-based member conversations and builds relationships to address immediate and future needs. Targets, supports and achieves assigned branch goals and organizational initiatives. Ensures optimal member engagement and a migration to appropriate delivery channels. Consults with members in referring Insurance and Financial Services. Takes applications for home equity products and makes referrals for first mortgages to Mortgage Loan Originators in Real Estate.
Meets personal development and training objectives and achieves core curriculum and required training within establish timelines. Completes Wescom University core curriculum, including required regulatory training. Mentors other team members in skill development.
Maintains proficiency in technology applications across all channels including the operating system and ancillary systems. Actively promotes and demonstrates technology to members and 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, Financial Services, Insurance Services and member records/data.
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 have effective interpersonal skills in order to maintain positive and productive working relationships with others. Attends meetings with other licensed team members 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 performance in adherence with Wescom policy.
For on-campus branches the Sr. Member Service Representative will also be responsible for:
- Being a point of contact and building a relationship with campus employees.
- The implementation of all products and services, including affinity cards, necessary to support the strategic partnership (e.g. UCLA and Knott's Berry Farm) and all on-site events and programs associated with the partnership.
- Driving traffic to the on-campus branch by participating in on-campus activations and events, including financial literacy.
- Acting as a point of contact for Strategic Partner, Partner Development and branch for business relationship matters.
EDUCATION, EXPERIENCE, SKILLS AND ABILITIES:
High School graduate or GED equivalent required
College Degree preferred.
Four years previous financial industry and customer service experience referred.
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.
Nationwide Mortgage Licensing System (NMLS) registration and Notary Public are required and must be maintained.
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, pleasenoteapplicants are required to reside within ourWescomservice 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.