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Member Relationship Representative (Floating)

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Posted : Monday, August 26, 2024 09:42 AM

Summary The Member Relationship Representative is the face of the credit union and is responsible for providing accurate, professional, and prompt member service while presenting a variety of financial opportunities.
This position requires a great deal of flexibility in executing all branch functions and engaging in high levels of interaction with our members.
Since this role is a floating position, coverage will be needed in various positions such as Branch Operations, Member Contact Center and all Member Services functions.
It is essential that the representatives in this role maintain knowledge on all related products, services, and promotions to effectively create additional opportunities based on our member’s needs.
As a member of the branch team, this position is responsible for demonstrating our quality service standards while supporting the Credit Union’s mission, core values and long-term objectives.
Essential Duties Act as a point of contact for our members and deliver personalized service with enthusiasm and positivity.
Perform service, solution, and operational functions in the branch.
Process transactions promptly, accurately, and efficiently to include deposits, transfers, withdrawals, opening and/or performing maintenance on new accounts, IRA’s CD’s, loans, wires, etc.
in accordance with credit union policies, procedures, and regulatory requirements.
Proactively build, develop, and maintain relationships with members.
Educates members on ways to utilize our products and services to enhance their financial futures.
Acts as a champion for our partners and proactively promotes solutions appropriate to meet their financial needs.
Provide service from any location or department within the credit union.
Demonstrate excellent attention to detail and sound judgment.
Ability to work in a fast paced, goal-oriented environment.
Must be an effective team player and be able to communicate clearly and effectively.
About Us Established in 1936, Los Angeles Police Federal Credit Union has won numerous regional and national “Best Places to Work” awards and offers highly competitive salary and benefits packages.
We're a not-for-profit organization founded upon the principle of “people helping people.
” We provide banking services, but we're not a bank.
Rather than being privately owned or owned by investors, we're a cooperative that answers to our members.
Our mission is to enhance the quality of life for the law enforcement community.
Our mindset is continuous learning, improvement, and innovation.
Our field of membership includes law enforcement sworn and non-sworn personnel and their families in Los Angeles, Orange, Ventura, Riverside, and San Bernardino Counties.
We offer unique products and services that benefit them and cater to their unique needs.
World Class Full-Time Benefits Package Health Benefits* Vacation & Sick Leave Holiday Pay (13 days) Volunteer Paid Time Off Voluntary 401k deferrals** to our traditional and Roth plan options Employer retirement contribution** Education Reimbursement * 100% premium-free coverage for Medical HMO options, Dental HMO, Vision, Life, Disability, and EAP Plan.
Associate pays difference for Medical PPO and Dental PPO.
** Subject to retirement plan's eligibility guidelines.
Los Angeles Police Federal Credit Union (LAPFCU) is an equal opportunity employer committed to a diverse and inclusive workforce.
Applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), age, sexual orientation, national origin, marital status, parental status, ancestry, disability, gender identity, veteran status, genetic information, other distinguishing characteristics of diversity and inclusion, or any other protected status.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with federal and state laws, as well as applicable local ordinances, including but not limited to the Los Angeles Fair Chance Ordinances.
Experience 3 to 5 years of customer service, sales or retail banking experience required.
Experience in a financial institution recommended, including lending and new accounts.
Education High school diploma, GED or equivalent required.
Associate degree in a related field preferred.
Interpersonal Skills Courtesy, tact, and diplomacy are essential elements of the job.
Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
Competencies required for this role include but are not limited to: Member focus Approachability Drive for results Decision quality Perseverance Composure Self-development Certificates, Licenses, Registrations If driving for company business, must have a valid California driver’s license and proof of current insurance coverage.
Language Skills Fluent English language skills required.
Ability to read, analyze, explain and interpret complex documents and concepts.
Ability to respond effectively to complex inquiries or complaints.
Ability to respond effectively to sensitive inquiries or complaints.
Computer Skills Personal computer advanced level literacy in various Microsoft Office applications and the internet.
Physical Demands: These are the general physical demands that must be met by an associate to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position requires traveling and involves primarily non-manual labor.
Reliable, predictable, on-time attendance is essential.
The associate will spend most of the working time sitting, standing or walking, including significant time using computers.
Position requires repetitive hand movements; the daily ability to focus on several tasks at one time, analyze data and draw conclusions, distinguish paper money denominations and other financial instruments, accurately perform mathematical computations, analyze and explain complex information, communicate constantly with others in person, over the phone, and via electronic communications, and calmly and professionally communicate with members who are upset or angry.
The position may include occasional lifting of up to 50 lbs.

• Phone : NA

• Location : 16150 Sherman Way, Van Nuys, CA

• Post ID: 9004991493


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