Financial Services Associate

7 days ago

Covina California, United States California Credit Union Full time

Job Summary:

The Customer Service Representative will provide exceptional service to our members by assisting with financial transactions, addressing member concerns, and identifying opportunities for cross-selling services and products.

Key Responsibilities:

  • Provide timely and courteous service to all members, assisting with financial transactions such as deposits, withdrawals, transfers, and sales of negotiable instruments.
  • Process 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 changes of address, check orders, and ordering ATM cards.
  • 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, balance daily work, and assist with daily branch balancing procedures.
  • Accurately complete all related documents.
  • Have thorough knowledge of all Credit Union products and services, including deposit and loan products, digital and self-service opportunities, and other services offered to our members.
  • Directly respond to member inquiries timely and accurately via internal referrals.
  • Develop, expand, and retain member relationships to increase member satisfaction.
  • Adhere to CCU's Member Experience Playbook, SLA's, and Corporate initiatives.
  • Follow retail branch's escalation process.
  • Actively participate in marketing campaigns, promotions, sales, and referral programs, contests, outbound sales and service calls, and meetings.

Additional Responsibilities:

  • Perform all operational activities in compliance with applicable laws, regulations, and Credit Union policies and procedures.
  • Participate in all assigned staff development programs in support of the Credit Union's commitment to continuous improvement in sales and service, quality, and teamwork.
  • Consistently report to work on time, as scheduled.
  • Complete all BAI trainings and classroom courses.
  • Perform other duties as assigned.

Qualifications:

Knowledge, Education, Certifications, Licenses:

  • 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.

Experience:

  • High school diploma or GED.
  • One year of previous customer service, sales, and cash handling experience in retail, banking, or food service.

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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