Member Service Representative
Location: Monterey Park
Level: Non-Management
POPA Federal Credit Union is seeking a Member Service Representative I to join our Monterey Park Brach in Monterey Park, California. POPA Federal Credit Union is over $358 million in asset size. This is an onsite position reporting directly to the Monterey Park Branch Manager.
The Member Service Representative will serve as a liaison between the member and the Credit Union; provide account information by phone and/or in-person, as well as information on the full range of products and services; has the ability to identify and cross-sell multiple products and services, as deemed necessary by management. Regular travel between POPA FCU branches may be required to fill staffing needs; open accounts for members, interview, and professionally handle the members’ daily needs; provide a variety of transaction services to members including loan processing, closing, and disbursal.
Essential Job Functions:
- Handel large call volume, while providing excellent member service at all times.
- Assist members with a wide range of transactions, card issues, fraud disputes, general loan and account inquires in person, via telephone, mail and/or email.
- Perform member transactions which include but are not limited to: posting deposits and withdrawals (including sizeable cash payments), check cashing, loan payments, transfers, insurance of Cashier Checks/Credit Union checks.
- Balance cash, checks and perform all end-of-closing functions in accordance with Credit Union policies and procedures.
- Respond to members’ inquiries, request, and problems/complaints by resolving the issues directly and/or directing them to the appropriate person for specific information and assistance.
- Open various new accounts and service existing accounts; set up new account files and provide members with all necessary information for membership.
- Process member transactions efficiently, accurately, and in a timely manner including opening consumer loan applications, funding loans and completing all (required) related documentation. Responsible for the quality and accuracy of all worked performed.
- Promote Credit Union products and services based on member’s needs that are obtained from member interviews and/or review member’s accounts; expectations include meeting minimum goals set by the department.
- Maintain current knowledge of Credit Union’s products, services, and marketing promotions.
- Travel to other POPA FCU branches as required, to fill staffing needs at all branch locations. Must have a valid driver’s license and own reliable mode of transportation.
Please visit at https://www.popafcu.org/about-us/about-us/careers for a full job description. If you are interested in applying, please submit your resume to [email protected].
We offer competitive benefit packages including, but not limited to, health, dental and vision plans, retirement plan, life insurance, loan discount and tuition reimbursement…etc.
Job Type: Full-time
Pay: $20.16 - $26.05 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- 401(k) 5% Match
- 401(k) matching
- AD&D insurance
- Bereavement leave
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Life insurance
- Paid sick time
- Paid time off
- Tuition reimbursement
- Vision insurance
Physical Setting:
Schedule:
- 8 hour shift
- Monday to Friday
Application Question(s):
- What is your desired minimum hourly rate?
Education:
Experience:
- Cash handling: 1 year (Preferred)
- Banking: 1 year (Preferred)
- Customer service: 1 year (Preferred)
- Credit Union: 1 year (Preferred)
License/Certification:
- Driver's License (Preferred)
Work Location: In person
