Current jobs related to Member Engagement Specialist II - Sherman Oaks, California - Wescom Credit Union
-
Eligibility Specialist II
1 week ago
Sherman Oaks, California, United States Savista Full timeAt Savista, we're committed to delivering exceptional revenue cycle improvement services that empower our clients to succeed. As an Eligibility Specialist II, you'll play a vital role in helping patients navigate financial assistance programs and ensuring they receive the care they need. Your expertise will be invaluable in identifying and resolving complex...
-
Eligibility Specialist II
4 days ago
Sherman Oaks, California, United States Savista Full timeSavista is seeking a skilled Eligibility Specialist II to join our team. In this role, you will work in one of our service centers, client sites, or outreach locations to help identify financial assistance programs for uninsured or underinsured customers. Your primary responsibility will be to provide assistance with the application process and referrals to...
-
Clinical Laboratory Scientist II
2 weeks ago
Sherman Oaks, California, United States Sherman Oaks Hospital Full timeAbout Sherman Oaks HospitalSherman Oaks Hospital is a 153-bed, not-for-profit, acute-care community hospital located in California. Our team of over 500 employees and an extraordinary team of physicians are recognized for advanced technology and compassionate care, providing 24/7 emergency care and a full range of specialized medical, surgical, and...
-
Clinical Laboratory Scientist II
1 week ago
Sherman Oaks, California, United States Sherman Oaks Hospital Full timeJob SummarySherman Oaks Hospital is seeking a highly skilled Clinical Laboratory Scientist II to join our team. As a key member of our laboratory team, you will be responsible for performing a wide range of laboratory procedures, including hematology, blood bank, chemistry, urinalysis, coagulation, microbiology, and immunology.ResponsibilitiesPerform and...
-
Clinical Laboratory Scientist II
4 weeks ago
Sherman Oaks, California, United States Sherman Oaks Hospital Full timeAbout Sherman Oaks HospitalSherman Oaks Hospital is a 153-bed, not-for-profit, acute-care community hospital located in California. Our hospital is staffed with over 500 employees and an extraordinary team of physicians, recognized for advanced technology and compassionate care. We provide 24/7 emergency care and a full range of specialized medical,...
-
Immigration Paralegal Specialist
2 weeks ago
Sherman Oaks, California, United States Goldberg & Associates Immigration Solutions Full timeParalegal II - Immigration LawGoldberg and Associates Immigration Solutions is seeking a highly skilled and experienced Paralegal II to join our USCIS team. As a key member of our team, you will assist attorneys in providing clerical and research support services, including document preparation, evidence packages, and declarations.The ideal candidate will...
-
Thousand Oaks, California, United States Otsuka Full timeAbout the RoleOtsuka America Pharmaceutical, Inc. is seeking a highly skilled Pharmaceutical Sales Customer Engagement Specialist to join our team. As a key member of our customer engagement team, you will play a critical role in delivering exceptional customer experiences and driving business growth.Key ResponsibilitiesDevelop and execute customer...
-
Thousand Oaks, California, United States Otsuka Full timeAbout the RoleOtsuka America Pharmaceutical, Inc. is seeking a highly skilled Pharmaceutical Sales Customer Engagement Specialist to join our team. As a key member of our customer engagement team, you will play a critical role in delivering exceptional customer experiences and driving business growth.Key ResponsibilitiesDevelop and execute customer...
-
HFA Program Specialist
1 month ago
Sherman Oaks, California, United States Hilltop Holdings Full timeHFA Program Specialist Job DescriptionThe HilltopSecurities team is seeking a skilled HFA Program Specialist to join our team. As a key member of our department, you will be responsible for performing pre- and post-closing compliance reviews for client TBA and MRB/MCC programs.Key Responsibilities:Conduct thorough compliance reviews to ensure adherence to...
-
Radiology Imaging Specialist
3 weeks ago
Sherman Oaks, California, United States Prime Healthcare Full timeAbout the RoleWe are seeking a skilled Radiology Tech II to join our team at Sherman Oaks Hospital, a 153-bed, not-for-profit, acute-care community hospital located in Sherman Oaks, California. As a Radiology Tech II, you will play a critical role in providing high-quality diagnostic imaging services to our patients.Key ResponsibilitiesPerform diagnostic...
-
Radiology Imaging Specialist
4 weeks ago
Sherman Oaks, California, United States Sherman Oaks Hospital Full timeAbout Sherman Oaks HospitalSherman Oaks Hospital is a 153-bed, not-for-profit, acute-care community hospital located in Sherman Oaks, California. Our hospital is staffed with over 500 employees and an extraordinary team of physicians, recognized for advanced technology and compassionate care. We provide 24/7 emergency care and a full range of specialized...
-
Club Cleaning Attendant
3 weeks ago
Sherman Oaks, California, United States 24 Hour Fitness USA, Inc. Full timeJob Summary:The Club Attendant will drive member satisfaction by providing exceptional customer service through performing a variety of maintenance and cleaning tasks to keep the facility in a healthy, clean and orderly standard.Key Responsibilities:Perform routine cleaning and maintenance tasks to ensure a clean and safe environment for members.Provide...
-
Radiology Imaging Specialist
4 days ago
Sherman Oaks, California, United States Prime Healthcare Full timeJob Summary:Prime Healthcare is seeking a skilled Radiology Tech II to join our team at Sherman Oaks Hospital. As a Radiology Tech II, you will be responsible for performing diagnostic radiographic, cat scan, mammography, bone density, ultra sound or special procedures according to department protocols. You will also function as the first line interface with...
-
Sales Team Member
1 week ago
Sherman Oaks, California, United States Forever 21 Full timeForever 21 Job DescriptionWe are seeking a highly motivated and customer-focused Sales Associate to join our team. As a Sales Associate, you will be responsible for:Key Responsibilities:Respond promptly to customer inquiries and needs.Assist customers in locating and selecting merchandise.Use basic selling techniques to engage with customers and promote...
-
Collection Specialist
1 week ago
Sherman Oaks, California, United States CAINE WEINER CO INC Full timeJob SummaryWe are seeking a highly skilled Collection Specialist to join our team at Caine & Weiner Co Inc. As a key member of our Accounts Receivable Management team, you will be responsible for contacting client customers with delinquent consumer accounts and securing payments.Key ResponsibilitiesManage a portfolio of accountsHandle inbound and outbound...
-
Collection Specialist
2 weeks ago
Sherman Oaks, California, United States Caine & Weiner Full timeJob SummaryWe are seeking a highly motivated and results-driven Collection Specialist to join our team at Caine & Weiner. As a key member of our Accounts Receivable Management team, you will be responsible for contacting clients with delinquent consumer accounts and securing payments.Key ResponsibilitiesManage a portfolio of accounts and negotiate payments,...
-
Senior Accounts Payable Specialist
2 weeks ago
Sherman Oaks, California, United States ColourPop Cosmetics Full timeAccounts Payable SpecialistColourPop Cosmetics is seeking a highly skilled Accounts Payable Specialist to join our team. This role will work a hybrid schedule with two days per week in our Sherman Oaks satellite office and one day per week at HQ in Oxnard.Responsibilities:Manage vendor and invoice relationships to ensure timely and accurate payment.Process...
-
Facility Maintenance Specialist
2 days ago
Sherman Oaks, California, United States Prime Healthcare Full timeAbout the Role:Sherman Oaks Hospital is seeking a skilled Facility Maintenance Specialist to join our team. As a key member of our facilities department, you will be responsible for maintaining accurate logs on all equipment in the hospital and ensuring a safe working environment.Key Responsibilities:Maintain and repair equipment, including mechanical, HVAC,...
-
Collection Specialist
2 weeks ago
Sherman Oaks, California, United States CAINE WEINER CO INC Full timeJob SummaryWe are seeking a highly skilled Collection Specialist to join our team at Caine & Weiner Co Inc. As a key member of our Accounts Receivable Management team, you will be responsible for contacting client customers with delinquent consumer accounts and securing payments.Key ResponsibilitiesManage a portfolio of accounts and handle inbound and...
-
Grocery Product Specialist
2 weeks ago
Sherman Oaks, California, United States Whole Foods Market Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Grocery Product Specialist to join our team at Whole Foods Market. As a key member of our grocery team, you will be responsible for replenishing and merchandising grocery products, participating in our WFM program for purchasing and promotions, and ensuring accurate inventory control.Key...
Member Engagement Specialist II
2 months 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:
153N
Salary Pay Range for
This Position:
$ $34.04
POSITION SUMMARY:
Delivers consultative assistance to members regarding credit union offerings by evaluating member requirements.
Facilitates members in establishing accounts, loan services, and other offerings, completing necessary documentation and ensuring data entry compliance with audit standards.
Executes transactions for members and often acts as the primary point of contact between the Credit Union and its members.Enhances member engagement by providing precise, accurate, and timely information about Credit Union offerings while actively referring members to all Wescom products and services when suitable.
Responsible for engaging both new and existing members to strengthen their relationship with the Credit Union, including applications for home equity products and referrals for first mortgage real estate services.
ESSENTIAL POSITION FUNCTIONS:
Consistently delivers a high level of service and is dedicated to enhancing member satisfaction by adopting a consultative approach during all member interactions.
Exhibits adherence to the Branch Service Standards and embodies Wescom's Mission Statement, Vision, Core Values, and Team Attributes.
Advocates for members and takes personal responsibility to ensure member concerns are addressed appropriately and resolved at the first point of contact.
Concentrates on providing an exceptional Member Experience and achieving favorable outcomes in Member Experience Surveys.Regularly assists members with Platform and Teller functions, including but not limited to:
Providing consistent support to both the Platform and Operations as dictated by business needs, which may require daily assistance in both areas as assigned by Branch Management
Remaining proficient and knowledgeable in all evolving technologies available to members to create an Omni-channel experience. This includes but is not limited to all mobile, contact, and online banking services.
Conducting wellness outreach from lists including pre-approvals, new member engagement, and other assigned lists
Promptly responding to inquiries from members, departments, and Branch Management
Actively and consistently identifying Wescom product and service referral opportunities and collaborating closely with all branch business partners and specialists
Actively identifying, referring, and assisting members with auto/personal loan and credit card pre-approval offers
Consistently identifies, mitigates, and reports potential fraudulent activities
Produces high-quality, accurate work with minimal errors, oversights, and outages
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
Maintains knowledge of products and services. 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 all account-related needs. May participate in the servicing of the coin and cash machines when required.
Processes applications for consumer loan products, including but not limited to auto loans, credit cards, and unsecured lines of credit.
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 organizational initiatives.Utilizes skills developed from active participation in training, meetings, and the CON2ECT Model to achieve assigned individual and/or branch production goals.
Ensures optimal member engagement and a migration to appropriate delivery channels. Consults with members for Insurance Services and Financial Services and refers to in-branch specialists and business partners. Takes applications for home equity products and makes referrals for first mortgages to Mortgage Loan Originators in Real Estate.Could potentially pursue a career path opportunity to Member Service Representative III if approved by Branch Management, Insurance/Financial Services management, and the respective Branch Operations VP if desired and requires the following licensing:
Member Service Representative III (MSR II)- Option I: Licensed to assist members with life insurance and fixed annuities in conjunction with Wescom Financial Services (WFS).
Option II:
Licensed to assist members with property and casualty insurance products in conjunction with Wescom Insurance Services (WIS).
Meets personal development and training objectives and achieves core curriculum and required training within established 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.
Must possess effective interpersonal skills to maintain positive and productive working relationships with others. Attends meetings with assigned groups as well as branch staff meetings. May participate in 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 to 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:
Nationwide Mortgage Licensing System (NMLS) registration is required and must be maintained. Maintain 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.
