Retail Support Representative

Job Description

Full Job Description
Job Summary: We are looking for a Retail Support Representative who is flexible, as this is a transitional role, and will provide support to our branch operations division in Los Angeles County as a Financial Advisor Team Member of the Retail Support Team.

The daily key responsibility is to assist with staffing needs for our Alhambra, Los Angeles (San Vicente), and based out of our El Monte Branch. As positions become available, this position may be reassigned to a regular branch position within the designated zone.

Branch Hours
Monday – Friday 8:30am – 5:30pm & Saturdays 8:30am – 1:30pm

Based upon business needs, our positions may require working flexible hours, including weekends, working at or transferring to a neighboring branch within a reasonable commuting distance.

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Why Work at CU SoCal?
Besides being a part of a great team that is dedicated to building better lives for our team members and Members, we offer competitive pay, great health benefits and a culture like no other!

We are one of the fastest growing credit unions and is more than just a place to work. It’s a place where people come before profit, a place where you can build a career that’s more than a job, and where the work you do has meaning and purpose

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Our Culture and Values*
We are a purpose driven organization. Purpose mobilizes people in a way that pursuing profits never will. Our purpose ignites passion within our team members and inspires trust from our Members. This makes a winning combination.

We are more than a place people bank. Our industry is filled with people who can count. At CU SoCal, we are people others can count on.

We work hard, play hard, and laugh along the way. We recognize that every single one of us is a valuable contributor. We have a strong culture of learning and accountability in a collaborative, team environment.

We’re a team of passionate, committed professionals dedicated to the same goal: Build Better Lives Through Exceptional Member Experiences, Every Time.
Responsibilities:

Processes new Memberships and additional share accounts; open Trust accounts, Organizational and DBAs.
Counsels Members in person or by telephone regarding credit union policies; verifies Member information; completes Member requests within appropriate time limits; processes Debit Card requests. Perform audits on all Memberships opened.
Processes consumer loan applications: provide general information on loan products and services and communicate consumer loan decisions. Assist Members with loan document signings and completing DMV paperwork.
Develops relationships with Members by matching individual needs with the appropriate savings, convenience and lending products/ services; expected to meet minimum sales goals as defined by the credit union and department.
Handle Member inquiries, performs research and corrects errors as needed on Members’ accounts andp erforms advanced account administration transactions.
Has advanced IRA knowledge, including opening, routine contributions, rollover, transfers, RMD, and closing IRA accounts.
Provide exceptional Member service in accordance to the service standards outlined by the credit union.
Assist Members in completing dispute forms, including but not limited to Debit card, ACH, and Visa.
Identifies and reports any suspicious behavior or suspected fraud activity.
Adhere to credit union policies, operational controls, and regulatory procedures to ensure the safety and security of Member and credit union assets.
Maintain a comprehensive knowledge of all credit union products and services.
Performs any or all of the duties of a teller., assist Member Care Center with phone coverage and performs other duties and projects as assigned.
Qualifications: Minimum Qualifications

High School Diploma or equivalent.
1+ years of experience with a financial institution in Member/customer service.
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Preferred Qualifications*

2+ years of experience working at a credit union or within the financial services industry.
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Skills and Abilities*

Very good verbal and written communication skills in person and over the phone including.
Very good active listening skills.
Very good interpersonal skills and a commitment to providing high quality service to our Members and working as a team player.
Ability to use strong knowledge of products, services, and branch operations.
Very good problem-solving skills.
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CU SoCal is an equal opportunity employer. All decisions are based only on the individual’s qualifications/ability to perform the work. The above statements are intended to describe the essential functions, nature and level or work to be performed as of the document preparation date; they are not intended to be an exhaustive list of all duties and responsibilities. CU SoCal reserves the right to modify this job description at any time, without notice.