Financial Services Representative

2 weeks ago

Escondido, California, United States North Island Credit Union Full time
Job Summary

The Member Service Representative (MSR) is a key role within California Credit Union, responsible for delivering exceptional service to our members through face-to-face interactions and assisting with various financial transactions. This position requires a high degree of accuracy, strong communication skills, and the ability to work well in a team-oriented environment.

Key Responsibilities
  • Provide timely and courteous service to all branch members, assisting with financial transactions such as deposits, withdrawals, transfers, and sales of negotiable instruments.
  • Process branch member transactions efficiently, accurately, and in a timely manner, including servicing accounts, closing accounts, and completing related documentation.
  • Perform various file maintenance tasks, including processing requests for address changes, check orders, and ATM card orders.
  • Support the achievement of unit sales goals by identifying opportunities for cross-selling Credit Union products and services, and referring members to the appropriate business partners.
  • Maintain cash drawers in accordance with assigned cash limits and policy and procedures, balancing daily work and assisting with daily branch balancing procedures.
  • Develop and maintain thorough knowledge of all Credit Union products and services, including deposit and loan products, digital and self-service opportunities, and other services offered to members.
  • Respond to member inquiries timely and accurately via telephone, mail, email, or internal referral.
  • Develop, expand, and retain member relationships to increase member satisfaction.
  • Adhere to CCU's Member Experience Playbook, SLAs, and corporate initiatives.
  • Follow retail branch escalation processes.
  • Participate in marketing campaigns, promotions, sales, and referral programs, contests, outbound sales and service calls, and meetings.
Requirements
  • High school diploma or GED.
  • One year of previous customer service, sales, and cash handling experience in retail, banking, or food service.
  • Excellent customer service skills.
  • A background in sales and new accounts is highly desirable.
  • Ability to work in a fast-paced environment.
  • High degree of accuracy.
  • Strong communication skills.
  • Effective problem-solving and communication skills.
  • Ability to work well in a team-oriented environment.
Working Conditions and Physical Demands

Work is performed in a general office environment. This position does not require significant physical efforts. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Refer to the Safety & Health Policy found in California Credit Union's Employee Handbook & Resource Guide.

EOE

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