Member Relationship Specialist I - Los Angeles, United States - USC

USC
USC
Verified Company
Los Angeles, United States

3 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter


Description
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 highquality consultative service that identifies member needs and matches those needs with valueadded USCCU products and services
  • 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
  • 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 preemployment background and credit check

Compensation:


Why USC Credit Union is a great place to work:

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 mínimal 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.

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