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Member Relationship Specialist I

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.

Fight On!!

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

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