Member Service Representative

21 hours ago

Simi Valley, California, United States CBC Federal Credit Union Full time
Job Title: Member Service Representative

At CBC Federal Credit Union, we are seeking a highly motivated and customer-focused Member Service Representative to join our team. As a Member Service Representative, you will be responsible for providing exceptional service to our members, answering their questions, and resolving their issues in a timely and professional manner.

Key Responsibilities:
  • Provide excellent customer service to members, responding to their inquiries and resolving their issues in a timely and professional manner.
  • Process transactions, including deposits, withdrawals, loan payments, and cash advances.
  • Open and close share accounts, re-order checks, place stop payments, and submit items for special processing.
  • Assist members with account inquiries, such as account balances, transaction history, and other various inquiries.
  • Review account information for restrictions and funds availability, and provide information on account status and account actions.
  • Process bank wires and Western Union requests, and submit requests for internal transfers.
  • Verify and update member records, including name, address, telephone numbers, and other relevant information.
  • Provide notary services, if commissioned.
  • Comply with the Bank Secrecy Act, including the Customer Identification Program and required reporting.
Requirements:
  • High school diploma or equivalent.
  • Experience in a customer service position, preferably in a financial institution, with duties such as cash handling and providing face-to-face customer service.
  • Knowledge of credit union products and services, as well as state and federal regulations applicable to the duties performed in this position.
  • Member service skills, including responding promptly to member needs in a timely, friendly, and respectful manner.
  • Interpersonal skills, including treating members and employees with respect, focusing on solving conflict, and keeping emotions under control.
  • Basic computer and 10-key skills, including knowledge of email, basic word processing, and the Internet.
  • Reasoning ability, including applying common sense to understand, interpret, and carry out instructions furnished in written or oral form.
  • Ability to communicate professionally and effectively, speak clearly and persuasively, and respond well to questions.
  • Ability to write routine correspondence in a clear and informative manner, read and interpret documents and procedural manuals, and follow instructions and respond to management direction.
  • Ability to add, subtract, multiply, and divide, and perform these mathematical operations using units of American money.
  • Ability to demonstrate good quality work, including accuracy and thoroughness, and apply feedback to improve performance and monitor own work to ensure quality.
  • Ability to meet productivity standards, strive to increase productivity, work quickly, and complete work in a timely manner.
  • Ability to work on a consistent basis on scheduled days and at scheduled times.
Work Environment:

This position is of sedentary physical activity, performing non-strenuous daily activities of a clerical nature. To perform the duties of this job, constant sitting and working on a computer is required. Occasionally required to stand and walk. Repetitive use of both hands for keyboarding.

Work area is well-lighted, heated, and/or air-conditioned indoor office setting with adequate ventilation. The noise level is moderate.

Workweek will be approximately 29.5 hours or 40 hours with some overtime as needed. Occasional attendance at meetings before or after scheduled hours may be required. Management reserves the right to change any employee's work schedule to meet the operational needs of the Credit Union. Furthermore, management reserves the right to reassign any employee, either temporarily or permanently, to work at another credit union location.

No travel required.

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