Careers

Member Service Representative

Location: Burbank

FLSA: Non-Exempt

Salary Range: $20.00 - $30.00

Essential Duties and Responsibilities:

• Greet and assist members and guests in a courteous and professional manner.
• Open new personal and business accounts both in person and online.
• Assist members with credit applications from input to funding.
• Actively refer members to Investment partners.
• Assist members with account servicing request such as account changeovers, name change, deceased accounts and other account updates.
• Open, service and maintain IRA accounts. Including RMD processing, death claims and beneficiary disbursements.
• Processing notary request.
• Actively market and cross-sell current and new products and services of the credit union and attempt to educate members on the benefits and features of new, as well as existing services.
• Make recommendations to supervisor on policy and procedure changes.
• Examine work for exactness, neatness, and conformance to policies and procedures.
• Assist staff with work related matters. Act upon questions and assist in solving problems within scope of responsibility.
• Provide backup for the teller line, receptionist and where needed, as necessary, to assist in accomplishing various duties.
• Assist in opening and closing branches.
• Attend Off-site credit union functions.
• Assist members with all facets of alternative depositing, new account capabilities, lending, including discussing loan options or alternative products, cross sell GAP, MBI and Debt protection.
• Assist members with investigation and reconcilement of account problems.
• Perform all duties in accordance with the credit union’s policies and procedures and all state and federal laws and regulations including, but not limited to, Privacy of Consumer Information and Bank Secrecy Act.
• Complete annually required training including regulatory training such as, but not limited to, BSA and GLB Privacy.
• Duties may vary or be reassigned from time to time by the Management.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required.

Call Center Lead

Location: Burbank

FLSA: Non-Exempt

Salary Range: $25.00 – $32.00

Essential Duties and Responsibilities:

• Mentor Call Center staff with cross sales to include training, observation, and coaching.
• Provide overrides to Call Center Staff as needed.
• Coordinate the distribution and completion of all secure/member e-mails and voicemails from general voicemail box.
• Answer telephone/secure message/email/Live Chat inquiries from members regarding loan and deposit services, credit, debit and ATM cards, account information, transfer requests, withdrawals, stop payments, check supplies, or any other member request concerning products and services of the Credit Union.
• Respond to the members’ inquiries regarding the operation of accounts, access to services, account usage charges, interest rates on savings and loan products, resolving account discrepancies, and assisting members to make the most effective use of services offered by the credit union.
• Actively market and cross-sell current and new products and services and attempts to educate members on the benefits and features of new, as well as existing services.
• Assist employees in other departments as needed.
• Receive and process member request for ATM and MasterCard disputes, PIN encryption, and lost or stolen cards.
• Maintain a general awareness and understanding of consumer lending regulations and applicable laws.
• Prepare and process back-office functions as needed.
• Make recommendations to supervisor on policy and procedure changes.
• Assist in training new Call Center staff as needed.
• Maintain a Quality Survey score.
• Maintain member spreadsheets.
• Assist members with all facets of alternative depositing capabilities (i.e. payroll deduction, ACH direct deposit, wire transfers, automated teller machines).
• Assist members with investigation and reconcilement of account problems.
• Process mail deposits/payments.
• Advise / counsel members on loan requests, take loan applications, and run credit.
• Duties may vary or be reassigned from time to time by management.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required.

We have no current openings. When we do, they will appear here, so please check again soon!