Member Relationship Specialist I - Los Angeles, United States - USC
Description
USC Credit Union is looking for aMember 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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