Top 6 Member service representative i Jobs in Murrieta Ca

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Member Service Representative I

San Diego County Credit Union -
Temecula, CA

Apply Now

Job Details

Part-time
11 hours ago

Qualifications

Customer communication
High school diploma or GED

Full Job Description

Position Summary:

Responsible for transacting business efficiently and accurately on member accounts. Participates in the promotion of the Credit Union products and services to existing and potential members. Maintain quality service standards set by the organization.

Minimum Qualifications (Education, Experience, Skills)

High school diploma or equivalent.
1 year of customer service experience.
Willingness to train and to learn how to identify members’ needs to effectively offer or refer credit union products and services.
Cash handling experience preferred.
Must possess effective human relations and communication skills.

Essential Duties and Responsibilities

Process routine member account transactions including: deposits, withdrawals, loan payments, transfers, wires, Cashier Check purchases, loan and VISA advances, lobby drop and closing accounts.
Balance cash drawer daily, process direct deposit forms, process daily mail, provide dual control to balance the cash vault.
Identify and offer products and services to members to meet their financial needs and/or refer the member to an appropriate representative or partner. Participate in campaigns, contests, member outreach efforts, meetings and one on ones with management. Meet established performance goals as assigned.
Accurately record and track all member interactions, referrals and sales, following policy and procedure and maintaining integrity in all actions
Answer basic member inquiries pertaining to their account.
Conduct routine research on member accounts as necessary or requested.
Assists members by accepting and/or completing applicable forms.

Other Duties & Responsibilities

May be required to work weekends and/or extended hours, to include offsite events.

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl.

The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

The noise level in the work environment is usually moderate.

Monday - 10:30am-4:30pm
Wednesday - 10:30am-4:00pm
Friday - 1:00pm-5:30pm
Saturday - 8:30am-2:30pm
Part Time - 20 hours/week

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member service representative i jobs in murrieta ca

Member Service Representative I

Teller I,II,III (Temecula) (Part-Time)

Financial Service Representative I/Personal Banker (N. Temecula)

Executive Assistant I - Agency Education Services

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