Customer Service Representative for Financial Services

1 week ago


Pasadena, California, United States First Financial Credit Union Full time
Position Overview

If you possess a vibrant personality, enjoy engaging with members and customers, and excel in a service-oriented environment, you will discover a remarkable opportunity with First Financial Credit Union. As a Member Contact Representative in our member contact center, you will collaborate with a team of committed and self-driven professionals who take pleasure in assisting others while fostering a supportive and innovative workplace.


In the role of Member Contact Representative, you will leverage your outstanding communication abilities to deliver tailored and professional service to our members and customers. You will have the chance to demonstrate your achievements and earn rewards by reaching monthly sales and service objectives. Additionally, you will experience the fulfillment of aiding our members and customers while expanding your knowledge within the Financial Services sector.


Key Responsibilities

  • Handle incoming calls and assist members with:
    • Problem resolution
    • Cross-selling financial products
    • Providing rate quotes and negotiations
    • Researching account details
    • Ordering checks, statements, and check copies

Daily Tasks Include:

  • Quoting savings and loan rates
  • Providing blue book rate quotes
  • Processing check orders
  • Issuing statements and check copies
  • Calculating and quoting dividends and loan payments
  • Facilitating loan payoffs
  • Managing payroll deductions
  • Offering general information
  • Setting up automatic transfers
  • Advising members on investment opportunities
  • Referring members for account openings, adjustments, and closures
  • Cross-selling Credit Union products
  • Performing other assigned duties.

Qualifications and Skills

  • High School Diploma or equivalent
  • Familiarity with customer service protocols in a Credit Union setting is preferred
  • Exceptional verbal communication skills and patience when interacting with the public
  • Basic accounting skills to manage and balance accounts
  • Proficient computer skills, particularly in data entry
  • Able to effectively cross-sell products and services

Benefits Offered

  • Comprehensive Medical, Dental, and Vision coverage, along with Flexible Spending Accounts and Employee Assistance Programs
  • Company-sponsored Life Insurance and both short- and long-term disability coverage
  • Voluntary Benefits through Colonial Life and Guardian
  • Vacation time for Union employees
  • Additional vacation awards for every five years of service
  • 401(k) plan with 5% Safe Harbor Employer Contributions
  • Performance-based incentives and recognition
  • Special pricing on products (discounted loan rates and interest on accounts with no minimum balance)
  • Employee appreciation events and recognition programs
  • Opportunities to win trips
  • Potential for gain sharing

Commitment to Community

Our focus on the educational community distinguishes us from other financial institutions. Our commitment to our employees sets us apart from other employers. At First Financial, your voice is valued, and your contributions are acknowledged. Our most significant asset is our people, which is why we provide an exceptional benefits program, including competitive salaries and matching 401(k) plans, along with comprehensive medical benefits.


Our Legacy

Founded over 90 years ago by educators for educators, First Financial has proudly supported the California educational community. This commitment remains strong today, just as it was in 1933.



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