Jobs
>
Los Angeles

    Member Service Representative II - Los Angeles, United States - Wescom Credit Union

    Wescom Credit Union
    Wescom Credit Union Los Angeles, United States

    3 weeks ago

    Default job background
    Part time
    Description
    Please use Firefox or Chrome internet browser to complete this application

    Current Wescom Employees: Please visit the Career Center in Workday to search and apply for a current job opening.

    We value and rely on the unique talents and contributions of our employees to absolutely excel in member engagement by Delivering Signature Experience.

    Salary Grade:
    153N
    Salary Pay Range for This Position:
    $ $34.04
    POSITION SUMMARY:

    Assists members in establishing memberships, share and loan accounts, and related products and services by conducting interviews, completing necessary documents and performing data entry of records in compliance with audit requirements. Processes transactions for members and frequently serves as the initial point of contact between the Credit Union and the members. Promotes optimal member engagement by providing specific, accurate and timely information to members regarding Credit Union products and services. Responsible for educating members regarding current marketing promotions, for engaging new members to become Signature Members within their first 120 days of joining the Credit Union, and for engaging existing members to deepen their product and service usage with the Credit Union. Completes applications for equity products and makes referrals for insurance services, investment services and first mortgage real estate services.

    ESSENTIAL POSITION FUNCTIONS:
    • Consistently provides a high level of service and is committed to increasing member satisfaction. Demonstrates adherence to the Branch Service and Signature Experience Standards in addition to enforcement and modeling of our Mission Statement, Core Values and Team Attributes. Promotes advocacy and takes personal responsibility to ensure that member issues are handled properly at the first point of contact. Focuses on delivering Signature Experiences and achieving successful results in the Member Experience Surveys.
    • Maintains knowledge of products and services. Performs day to day transactions for members including, but not limited to deposits, withdrawals and transfers. Answers member inquiries and provides information in accordance with Credit Union policies and procedures for statement requests, stop payments, fraud claims, insurance of accounts, and other deposit account-related needs. May participate in the servicing of ATM coin and cash machines..
    • Processes applications for consumer loan products, including but not limited to auto loans, credit cards, share secured loans and unsecured lines of credit. May also process applications and fundings for home equity loans and lines of credit. Serves as a member advocate throughout the loan process. Funds loans and provides basic credit review counseling for members with declined loans. Assists members with savings products, including checking and certificate accounts, money market accounts and Individual Retirement Accounts. Remains proficient in the legal aspects of accounts (e.g. trusts, fiduciary accounts, Power of Attorneys, etc.). Provides service as Notary Public.
    • Targets and achieves individual goals and supports branch goals. Contributes to Wescom growth through needs-based sales and service skills to match services to member needs. Ensures optimal member engagement and a migration to appropriate delivery channels. Makes referrals for insurance services and investment services to Wescom Insurance Services and Wescom Financial Services. Takes applications for home equity products and makes referrals for first mortgages to Mortgage Loan Originators in Real Estate.
    • Meets personal development and training objectives. Achieves core curriculum and required training within establish timeline. Completes Wescom University core curriculum, including required regulatory training. Mentors other team members in skill development.
    • The expectation is that this position is a career path to MSR III which requires the following licensing: MSR III - Option I: An MSR licensed to assist members with life insurance and fixed annuities in conjunction with Wescom Financial Services (WFS). Option II: An MSR licensed to assist members with property and casualty insurance products in conjunction with Wescom Insurance Services (WIS).The progression should occur within 120 days as a guideline. This timeline could vary.
    • Maintains proficiency in technology applications across all channels including the operating system and ancillary systems. Actively promotes and demonstrates technology to members. Contributes to organizational efforts in process improvement.
    • Ensures branch compliance with audit and security standards, policies and procedures, and loss prevention measures. Maintains confidentiality of Credit Union and member records.
    • Protects the Credit Union's financial interest by controlling and balancing assigned cash drawer, negotiable items received and disbursed during daily transactions, identifying payees, verifying signatures and endorsements, and maintaining Teller Balancing Standards.
    • Communicates well both verbally and in writing, effectively shares information and ideas with others, and demonstrates good listening skills.
    • Must have effective human relations skills in order to maintain positive and productive working relationships with others.
    • Ensures individual appearance reflects the desired level of professionalism. Maintains the physical environment of the branch according to Wescom standards.
    • Maintains good attendance and punctuality in adherence with Wescom policy.
    EDUCATION AND EXPERIENCE:
    • High School graduate.
    • Previous financial industry and customer service experience preferred.
    REGISTRATION:
    • Nationwide Mortgage Licensing System (NMLS) registration is required and must be maintained.
    • Maintain licensing as Notary Public.
    OTHER SKILLS AND ABILITIES:

    This job description in no way implies that these are the only duties to be performed. The above job requirements are representative of minimum levels of knowledge, skills and abilities. The marginal functions have not been included. An employee will be required to follow any other job-related instructions and duties as requested by the supervisor and/or management.

    COMPUTER SKILLS:

    Proficient in Microsoft applications (Word, Excel, Outlook). Must be proficient in technology applications including the Credit Union's operating system and specialized software required for performance of position.

    MATHEMATICAL SKILLS:

    Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to compute rates, ratios and percentages.

    PHYSICAL DEMANDS:

    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.

    While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger; handle or feel; reach with hands and arms, climb or balance, stoop kneel, crouch, crawl; talk; hear; and smell. The employee must occasionally left and/or move up to 25 pounds. Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    WORK ENVIRONMENT:

    The work environment characteristics described here are representative of those an employee encounters while performing functions of this job.

    The noise level in the work environment is moderately quiet and it is a non-smoking environment.
    If you are applying for a Hybrid/Remote position, please note applicants are required to reside within our Wescom service areas which are defined as the following counties: Los Angeles, Orange, San Bernardino, Riverside, Ventura, Santa Barbara, San Diego, Imperial ,Fresno, Kern, Kings, Madera, Merced, Mariposa, Monterey, San Benito, San Joaquin, San Luis Obispo, Santa Cruz, Stanislaus and Tulare counties.
  • Midas BARSTOW 1171

    Customer Service Representative

    3 weeks ago

    Midas BARSTOW 1171 Santa Ana, United States Customer Service (Full time)

    CUSTOMER SERVICE REPRESENTATIVE · GREET EVERY CUSTOMER WITH A SMILE AND FRIENDLY HELLO · ASK CUSTOMER FOR FIRST AND LAST NAME, ADDRESS, PHONE NUMBER · (IF RETURNING CUSTOMER VERIFY INFO) · GET VEHICLE INFORMATION YEAR, MAKE AND MODEL · GET DETAILED DESCRIPTION OF CUSTOMERS CONCER ...

  • Marriott International, Inc

    Guest Service Representative

    1 week ago

    Marriott International, Inc Los Angeles, United States

    **Número de Empleo** · **Categoría de Empleo** Rooms & Guest Services Operations · **Ubicación** Sheraton Grand Los Angeles, 711 S Hope St, Los Angeles, California, United States VER EN MAPA · **Horario** Full-Time · **¿Ubicación remota?** N · **¿Reubicación?** N · **Tipo de Pos ...

  • Kaiser Permanente

    Service Representative-Ambulatory Services

    2 weeks ago

    Kaiser Permanente Los Angeles, United States

    : Job Summary: · Acts as first point of contact for Kaiser Permanente members/patients and assists members/patients through registration process under minimal direct supervision. Practices proper cash handling and reconciliation processes in accordance with established policies a ...

  • Nothing Bundt Cakes

    Guest Service Representative

    3 weeks ago

    Nothing Bundt Cakes Los Angeles, United States Part time

    The Nothing Bundt Cakes (NbC) Guest Service Representative creates a warm, welcoming environment for our guests, offers creative solutions for unique celebratory occasions and sells our delicious cakes. The Guest Service Representative is the first point of brand contact in our b ...

  • Airport Marina Honda

    Customer Service Representative

    2 weeks ago

    Airport Marina Honda Los Angeles, United States

    Airport Marina Honda has a great opportunity with great pay and fabulous benefits for the position of Customer Service Representative. · The ideal candidate will be professional and positive, with a very friendly and outgoing attitude. · The Customer Service Representative is res ...

  • Circle K

    Customer Service Representative

    2 weeks ago

    Circle K Los Angeles, United States

    JOB DESCRIPTION Store : 18 Main St, Sherman, Maine 04776 Availability - Shift/Days · Flexible Availability Customer Service Representative · We want you to join our team as a Customer Service Representative. If you have the desire to be challenged, work in a fast-paced, fu ...

  • PrideStaff

    Customer Service Representative

    5 days ago

    PrideStaff Los Angeles, United States

    This company immediately needs a Custom Service Representative. In this role, you will act as the primary contact for customers and coordinate needs with internal departments. This company offers the opportunity to be part of a global team in the aerospace industry. This company ...

  • Solomon Page

    Patient Services Representative

    4 weeks ago

    Solomon Page Los Angeles, United States

    Our client, a prominent Los Angeles hospital system, is looking for a talented Patient Services Representatives for a contract role. This Associate level role will be fully onsite in their Los Angeles, CA location. · Responsibilities: · Patient Demographic data entry · Insuran ...

  • Chris Aubrey - State Farm Agent

    Customer Service Representative

    3 weeks ago

    Chris Aubrey - State Farm Agent Los Angeles, United States Full time

    Benefits:Bonus based on performance · Competitive salary · Opportunity for advancement · Paid time off · Training & development · ROLE DESCRIPTION: · As an Account Manager for Chris Aubrey State Farm Insurance Agency, you are vital to our daily business operations and customers' ...

  • UCLA Health

    Patient Services Representative

    3 weeks ago

    UCLA Health Los Angeles, United States

    JOB DUTIES · Description Venice Family Clinic is a leader in providing comprehensive, high-quality primary health care to people in need with compassion, dignity and respect. In November 2021, Venice Family Clinic merged with South Bay Family Health Care, uniting more than a ce ...

  • UCLA Health

    Patient Service Representative

    5 days ago

    UCLA Health Los Angeles, United States

    JOB DUTIES · Description The Children's Health Center in Westwood is a premier primary and subspecialty pediatric clinic dedicated to providing exceptional care to our young patients. Our team of compassionate professionals is committed to ensuring every child receives the high ...

  • VCA

    Client Service Representative

    5 days ago

    VCA Los Angeles, United States Full time

    Description · : Client Service Representative · We are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement – your pet's health is our top priority and excellent service is our goal – very seriously. With e ...

  • Auxiliary Services

    Customer Service Representative

    2 weeks ago

    Auxiliary Services Los Angeles, United States

    · Please review the page for more details regarding your rights and obligations as a job candidate. · USC Auxiliary Services , one of the largest divisions at The University of Southern California, is focused on making a difference for over , students, athletes, faculty, staff, ...

  • PrideStaff

    Customer Service Representative

    5 days ago

    PrideStaff Los Angeles, United States Temporary to Hire

    Customer Service Representative · This company immediately needs a Custom Service Representative. In this role, you will act as the primary contact for customers and coordinate needs with internal departments. This company offers the opportunity to be part of a global team in th ...

  • eTeam Inc

    Mail Services Representative

    2 weeks ago

    eTeam Inc Los Angeles, United States

    POSITION SUMMARY STATEMENT: · Assume responsibility for the receipt and proper distribution of incoming mail for our Torrance Operations Facility and associated properties. · Also assist the Express Shipping Coordinator during payment processing week and assist in fulfillment of ...

  • Baldwin Risk Partners

    Customer Service Representative

    2 weeks ago

    Baldwin Risk Partners Los Angeles, United States Full time

    Westwood Insurance Agency is one of the largest personal lines agencies in the US. Since 1952, we've helped more than a million customers protect what matters most. Licensed in all 50 states, Westwood represents hundreds of insurance products offered by the country's top insuranc ...

  • BCforward

    Cash Services Representative

    2 weeks ago

    BCforward Los Angeles, United States Full time

    BCforward is currently seeking a highly motivated Cash Services Representative for an opportunity in Los Angeles, CA · Position Title: Cash Services Representative · Location: Los Angeles, CA · Anticipated Start Date: ASAP · Please note this is the target date and is subject to ...

  • Veolia

    Field Service Representative

    3 weeks ago

    Veolia Los Angeles, United States Full time

    Company Description · As part of Veolia Group, Veolia Water Technologies & Solutions brings together experienced professionals in pursuit of the same goal: to solve the world's most complex challenges related to water scarcity, quality, productivity, the environment and energy. ...

  • Hollywood Bowl

    Audience Services Representative

    3 weeks ago

    Hollywood Bowl Los Angeles, United States

    Position Elements: · Provide high-level customer services to resolve complex or difficult customer inquiries by phone, letter, live chat, e-mail, and social media · Enter customer feedback into patron database · Function as information and sales representative for all events rel ...

  • Pirate Staffing

    Customer Service Representative

    3 weeks ago

    Pirate Staffing Los Angeles, United States

    Experience in the recruiting field a plus · Job Description · Helping applicants fill out their employment application · Answering phone calls · Recruiting temporary employees · Data entry · Frequent cold-calling and appointment setting · Call existing customers to generate repea ...