Member Service Specialist - S SEPULVEDA LOS ANGELES, California, United States

Description · JOB SUMMARY · Delivers on University Credit Union's core purpose of giving the University Community a financial edge by building and nurturing relationships and programs within designated authority. Delivers on University Credit Unions CHAMPION Values to engage in b ...

Job description

Description

JOB SUMMARY

Delivers on University Credit Union's core purpose of giving the University Community a financial edge by building and nurturing relationships and programs within designated authority. Delivers on University Credit Unions CHAMPION Values to engage in behaviors that create member loyalty. Provides information and promotes credit union products and services to build relationships. Processes transactions in the general areas of savings, loans, and auxiliary credit union services.  Assists manager with chats, video banking and e-Services.

LOCATION

Branch Based Position

ABOUT UNIVERSITY CREDIT UNION

University Credit Union (UCU) is a purpose-driven financial cooperative dedicated to providing everyone in the university community a financial advantage.

UCU was founded in 1951, on-campus, by a group of UCLA employees.  Over 70 years later, we continue to exclusively serve the university community and have expanded our reach beyond UCLA.  We continue to align ourselves with universities and have expanded our reach to numerous universities across California, the West Coast Conference, and the Big West Conference.

UCU's focus has been diversifying and building a foundation for future growth.  By partnering with the university community, we can provide products and services tailored to their unique needs.  To best serve our member-owners, UCU delivers on our purpose, to give every member in the university community a financial advantage, by following our three key differentiators:

We were founded by the University Community for the University Community

We provide conflict-free unbiased financial advice from certified professional coaches

We guarantee our rates on auto loans, credit cards, consumer loans, and HELOCs are ALL within the top 1% lowest nationwide of all federally insured financial institutions.

KEY DUTIES AND RESPONSIBILITIES

1. Demonstrate efficiency with financial transactions for checking, savings and borrowing.
2. customers: receives funds, posts transactions and pays out funds as requested.
3. Verbally confirm intended transactions with customer to assure needs are met and minimize redoing.
4. Issues Traveler's Checks and money orders, receives currency for coin and verifies amounts, processes the redemption of bonds, cashes checks according to written procedures.
5. Research, troubleshoot and resolve customer and internal inquiries regarding policies, practices and products.
6. Receives loan payments and savings deposits from customer, addresses inquiries on accounts, records amounts and dates of payments and other significant information, checks customer calculations and validates checks and/or counts cash payments.
7. Balances cash drawer daily to assure accuracy in transactions and notifies supervisor regarding any outages. Appropriately applying policies.
8. Create and maintain a clean, neat, pleasant work environment by maintaining a professional look (i.e. dress, posture, attitude, etc.), positive outlook and behavior toward customers and co-workers.
9. Assist other departments and branches with transactions as needed, provide support for the department and branch managers in fulfilling customer requests and merchant verifications.
10. Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Qualifications

KNOWLEDGE & SKILLS

Education/Certification:     A high school diploma or GED is required. Complete UCU certification requirements.   

Required Knowledge : Basic knowledge of Credit Union operations.

Experience Required: Six Months to two years of similar or related experience.

Skills/Abilities: Excellent oral and written communication skills.

Well organized.

Attentive to detail.   

Strong project management abilities.  

Able to use related computer applications.

An independent thinker and self-starter.

Team UCU Benefits:

Investing in people is one of UCU's strategic priorities and we invest in Team UCU by offering a variety of excellent benefits, in addition to being a great team to work with:

Competitive compensation

Work from anywhere options for select positions

A full 401(k) match up to 6% plus a potential additional annual profit share of up to 4%

Quarterly Gain Share awards, subject to meeting certain organization goals, with a payout of up to 10% of earnings

Employee loan discounts

Generous paid vacation, plus accrual of paid sick time, and additional discretionary floating and cultural holidays

12 paid Holidays

Personal growth development plans tailored to each member of Team UCU

Choice of medical, dental, and vision plans, including some options that are 100% paid by the Credit Union.

Complementary Basic Life and Accidental Death and Dismemberment Insurance

Complementary long-term disability insurance and Employee Assistance Program

UCU's commitment to diversity, equity, and inclusion:

Diversity, equity, and inclusion play a key part in our dedication to give everyone in the university community a financial advantage. From students, staff, faculty, and alumni, our member-owners are individual in their needs. UCU is committed to ensuring our team brings a variety of skills, ideas, cultural backgrounds, and experience to UCU to align with them. We are dedicated to building trust and understanding with each of our member-owners. We accomplish this by building a community that embraces diverse ideas, backgrounds, and perspectives; this is mirrored in our work and represented in Team UCU.

University Credit Union is committed to creating a diverse environment and is proud to be an equal opportunity employer.  All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, or status as a qualified individual with disability.

ADA Requirements:

Physical Requirements

If based remotely, may be required to travel up to 20% of the time to the UCU HQ in Los Angeles, so must be able to travel and move within buildings to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation.  Must be able to operate routine office equipment including a computer, telephone, copier, and calculator. Must be able to routinely perform work on a computer for extended periods daily. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance that aligns with the pacific time zone.

Working Conditions

If working onsite, must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.  If working remotely from a home office, must be able to work in a separate, quiet area, for extended periods on a computer.

Mental and/or Emotional Requirements

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

This Job Description provides a general summary of the position available and is not intended to be exhaustive. It does not form and should not be interpreted as forming, a part of any contractual or non-contractual terms & conditions of employment.