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Cal Coast Credit Union · 1 day ago

Member Service Rep I,II,III (Part-Time)

San Diego, CA, US

Full-time, Part-time

Onsite

Entry, Mid Level

$19/hr - $21.05/hr

1+ years exp

Cal Coast Credit Union is dedicated to promoting financial prosperity and delivering exceptional service to its members. The Member Service Representative role focuses on providing outstanding service in a call center environment, processing transactions, addressing member inquiries, and referring financial products and services.

BankingFinancial ServicesLending

Responsibilities

Processes member transactions

Performs account file maintenance, handles member issues and inquiries

Identifies cross-selling opportunities, referring members to Member Service Center Specialist I-II

Meets/exceeds established monthly/annual sales and service goals

Maintains knowledge of all products and services, policies and procedures

Follows quality service standards to ensure exceptional quality service is provided

Addresses difficult member situations and resolves in a positive manner

Identifies questionable or suspicious transaction activity, reporting it to management in order to protect the credit union from potential losses

Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union

Assists with end of day balancing, opening and closing procedures and other side jobs as assigned

Knowledgeable on all FSCC Policies and Procedures that are unique to a Service Center environment

Performs other relevant duties as required

Qualification

Customer service experienceSales experienceFinancial institution knowledgeMicrosoft Windows applicationsCommunication skillsActive listeningEmotional intelligenceCreative problem-solving

Required

A high school diploma or equivalent is desired

Member Service Representative I: 1 year of previous customer service experience

Member Service Representative II: 1 year experience in a financial institution to include sales and service. Call Center experience preferred

Member Service Representative III: 2 years experience in a financial institution plus proven successful performance in sales and service. Call Center experience preferred

Excellent communication skills; sound judgment and attention to detail

Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism

Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices