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Member Relationship Specialist IApply USC Credit Union Los Angeles, California
USC Credit Union is looking for a Member Relationship Specialist I for it's central branch team. This position reports directly to the Branch Manager/Supervisor and is responsible for building and fostering relationships with USCCU’s members and potential members. The Member Relationship Specialist I gathers and analyzes member data at the time of each interaction to respond to inquiries and offer customized solutions using in-depth knowledge of USCCU products, services and technologies.
Responsibilities include, but are not limited to:
Consistently meeting established performance standards, service standards and sales goals
Developing and deepening member relationships by providing high-quality consultative service that identifies member needs and matches those needs with value-added USCCU products and services
Processing member transactions efficiently, accurately, and in a timely manner. Includes deposits and withdrawals, loan payments, new account application, and all related documentation
Ensuring compliance with all applicable laws, regulatory requirements, policies and procedures as they relate to USCCU’s products and services
Acting, on occasion, as a backup Member Relationship Specialist at other USC CU locations/branches
The ideal candidate will:
Possess a Bachelor’s degree
Have a minimum of two years’ experience in financial institution sales and service with a proven track record of meeting production and sales goals
Be knowledgeable in Bank Secrecy Act, OFAC, US Patriot Act, Regulation CC and funds availability, GLB and Member Financial Privacy, NCUSIF, and Truth in Savings
Be flexible with scheduling that may include occasional Saturday hours and weekday afternoon/evening hours
Possess a high sense of urgency, attention to detail, initiative and integrity
Have exceptional interpersonal, customer service and communication skills
Pass a pre-employment background and credit check
USCCU offers a competitive salary and perhaps the best benefits package in the CU industry. We are a member-focused financial cooperative committed to becoming the preeminent financial services provider to the Trojan Family.
Minimum Education: High school or equivalent Minimum Experience: <1 year Six months of customer service, sales or retail banking experience. Minimum Skills: Excellent interpersonal, written and oral communication skills. Ability to work independently with minimal supervision and as a member of a team. Ability to multi-task and build relationships in sales environment. Experience with office management software/tools (e.g. Google suite, Slack, Microsoft Excel). Preferred Education: Associate's degree in related field(s) Preferred Experience: 1 year 1 year of customer service, sales or retail banking experience. Preferred Skills: Working knowledge of consumer loan products and all services.
REQ20126699 Posted Date: 11/22/2022 Apply