Credit Union Member Relationship Specialist Ii - Los Angeles, United States - USC

USC

Verified Company

Los Angeles, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

USC Credit Union, located steps from USC's University Park campus near Downtown Los Angeles, is looking for an experienced
Member Relationship Specialist II for its fast-paced Call Center.

This position works on-site and reports directly to the Call Center Manager and is responsible for building and fostering relationships with USCCU's members and potential members.

The Member Relationship Specialist gathers and analyzes member data at the time of each interaction to respond to inquiries and offers 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
Using credit scoring, sound lending practices and solid judgment to make lending recommendations or decisions
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 one year 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
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 of customer service, sales, or retail banking experience

Minimum Skills:
Demonstrated lending experience and knowledge of consumer loan products and services. Excellent interpersonal, written and oral communication skills. Demonstrated ability to work independently with mínimal supervision and as a member of a team. Ability to multi-task and build relationships in sales environment. Demonstrated experience with office management software/tools (e.g. Google suite, Slack, Microsoft Excel).

Preferred Education:
Bachelor's degree in related field(s)

Preferred Experience: 3 years of customer service, sales, or retail banking experience or experience at a financial institution

Preferred Skills:
Knowledge of various job-related regulations (e.g., Bank Secrecy Act, Regulation E, Gramm-Leach-Bliley Act).