Member Services Representative

2 weeks ago

Monterey Park, California, United States F & A FEDERAL CREDIT UNION Full time
Job Overview

At F & A Federal Credit Union, we are dedicated to creating outstanding financial opportunities for our members and their families, ensuring their financial well-being today and for future generations. Our commitment is to assist employees of various local government agencies and their families in achieving their financial aspirations through access to high-quality products, exceptional service, and reliable guidance. We believe in fostering a values-driven environment where every team member contributes to a positive workplace culture.

Benefits
  • Comprehensive Medical, Dental, Vision, and Life Insurance – F&A covers 100% of employee premiums.
  • Subsidized medical premiums for dependents.
  • Employee Loan Discount Program – enjoy reduced rates on home and auto loans.
  • 401k plan with employer matching up to 3.5%.
  • Profit sharing – receive 6% of annual salary contributed each full calendar year worked.
  • Paid time off accrual starting at 4 weeks annually.
  • Up to 13 paid holidays per year.
  • Flexible spending accounts for health and dependent care expenses.
  • Voluntary plans for additional life insurance for employees and their families.
  • Educational assistance program to support professional development.
  • Employee assistance program for personal and professional support.
Key Responsibilities

As a TSC Representative, your primary role will involve managing a high volume of incoming calls, assisting members with inquiries, resolving account discrepancies, and providing information on a variety of credit union products and services. You will also perform various account maintenance tasks.

  • Handle a significant volume of incoming calls with a positive and professional demeanor.
  • Execute a range of account functions, including inquiries, transfer requests, loan payments, and wire requests.
  • Assist members with Online Banking product or service inquiries.
  • Guide members in completing forms available on our website.
  • Facilitate the opening of new sub-share and/or certificate accounts.
  • Distribute new account information and brochures regarding member benefits.
  • Promote credit union products or services based on member needs and current promotions.
  • Process applications and provide updates for various consumer loans as requested by members.
  • Complete all required training within the designated timeframe and undertake special projects as assigned.
  • Availability to work during the Credit Union's core business hours, Monday – Friday, 8 am – 5 pm.
Qualifications
  • High school diploma or GED.
  • Ability to be bonded and maintain that status.
  • One (1) to three (3) years of relevant experience.
  • Excellent verbal and written communication skills.
  • Strong attention to detail.
  • Ability to provide courteous, friendly, and professional service.
  • Effective evaluation, planning, and prioritization skills.
  • Proficient in Microsoft Word and Excel.
  • Capability to work on a PC for 6-8 hours daily.

F & A Federal Credit Union is an equal opportunity employer. We consider qualified applicants with criminal histories in accordance with the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) ordinance.

Hourly range: $23.21.

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