Member Services Representative

2 weeks ago


Pasadena, CA, United States System One Full time

Member Services Representative

Pasadena, CA 911

System One is seeking a Member Services Representative to serve as primary point of contact for members and visitors at a local Credit Union in Pasadena, CA. The ideal candidate:

  • Is personable and outgoing while maintaining a patient, positive, and professional demeanor.

  • Can accurately convey information regarding Credit Union products and services.

  • Responds to member account inquiries and requests.

  • Cross-sells or refers products and services based on needs identification.

  • Responds to basic account inquiries.

  • Maintains the integrity of all members' records in a confidential manner.

    Important Details:

  • Contract-to-hire opportunity with possibility of conversion to a permanent position after 520 hours worked.

  • Pay rate range: $24.36 - 27.41/hr. Salary will be commensurate with experience.

  • Work schedule: Monday through Friday, 8:00 AM - 4:30 PM

  • Weekly pay

  • Benefits after 30 days (health insurance, dental insurance, vision insurance, etc.)

  • 401k after 30 days

  • Person hired can not have any financial crimes in their background

  • No drug screen required

Responsibilities:

  • Promptly open branch at opening of business and properly secure doors at the close of business.

  • Greet and welcome members and visitors to the credit union in a professional manner. Provide prompt, efficient, and accurate service in the processing of transactions.

  • Accurately log each visitor into the Visitor Log; issue and track visitor ID badge (if applicable)

  • Open accounts as needed and make effective cross-sell recommendations.

  • Assist members with all account maintenance issues including issuing cards, account changes, disputes, wires, and IRA transactions.

  • Process loans within current lending policy guidelines. Set up and disburse approved loans. Complete all other loan-related tasks as required and within established timeframes.

  • Maintain a professional and organized member lobby and technology area; update marketing materials as needed.

  • Perform a variety of duties related to all phases of teller work.

  • If applicable in branch: Gatekeeper of Safe Deposit boxes. Provide members with access as needed and properly maintain card records of box issuance, entry, and closure in accordance with federal regulation and credit union policy.

  • Assist and educate members with self-service and 24-hour Technology channels; process check orders and PIN changes; first line maintenance for Coin sorter (if applicable).

  • Comply with all federal regulations, credit union policies and procedures, including Bank Secrecy and the USA Patriot Act.

  • Perform job duties in accordance with the Credit Union's values, mission and vision.

  • Perform notary services and basic account maintenance as requested including address changes.

  • Perform other various duties as assigned.

Minimum Requirements:

  • High school graduate.

  • Experience in financial services with a record of providing excellent service.

  • Excellent communication and problem-solving skills.

  • Notary Public certification.

  • Strong computer skills with ability to quickly learn new processes/systems.

System One, and its subsidiaries including Joulé, ALTA IT Services, and Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America. We help clients get work done more efficiently and economically, without compromising quality. System One not only serves as a valued partner for our clients, but we offer eligible employees health and welfare benefits coverage options including medical, dental, vision, spending accounts, life insurance, voluntary plans, as well as participation in a 401(k) plan.

System One is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, age, national origin, disability, family care or medical leave status, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law.

#LI-AM1

#M1

System One, and its subsidiaries including Joulé, ALTA IT Services, CM Access, TPGS, and MOUNTAIN, LTD., are leaders in delivering workforce solutions and integrated services across North America. We help clients get work done more efficiently and economically, without compromising quality. System One not only serves as a valued partner for our clients, but we offer eligible full-time employees health and welfare benefits coverage options including medical, dental, vision, spending accounts, life insurance, voluntary plans, as well as participation in a 401(k) plan.

System One is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, age, national origin, disability, family care or medical leave status, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law.



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