Position Summary LAFCU's Contact Center Representative I provides excellent “first call resolution” service to Members calling into LAFCU’s Phone Center. Offers information and promotes credit union pro…
Position Summary: LAFCU's Branch Member Service Representative I provide excellent member service to Members and Non- Members alike that visit one of LAFCU's branches. Provides information and promotes credit union produ…
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$22/hr–$24/hr
Full-time
high school
Posted 9d ago
~40 hrs/week
Responsibilities
Provide first-call resolution for members by handling inquiries, processing financial transactions, and promoting credit union products. Manage account maintenance, troubleshoot digital banking issues, and document member interactions according to policy.
Requirements
Requires a high school diploma or GED and one to three years of related experience. Candidates must possess strong communication skills and the physical ability to use computer systems and telephones for extended periods.
Full job description
Position Summary
LAFCU's Contact Center Representative I provides excellent “first call resolution” service to Members calling into LAFCU’s Phone Center. Offers information and promotes credit union products and services to build relationships. Processes transactions in the general areas of checking, savings, and other credit union products/services. This role is a full-time position and reports to the Manager of the Contact Center. This may be a hybrid remote position depending on successful completion of the 90-day performance review and skills training, as well as meeting job productivity/expectations and IT security requirements.
Job Summary / Description
45% Answers incoming calls promptly and efficiently; ensures members receive accurate information in a timely manner. Delivers excellent member service by phone to Members, with a professional and pleasant attitude at all times. Assists members in all areas relating to their financial needs per their request(s); includes responding to questions, performing transaction requests, resolving complaints, etc. according to policy and procedures.
15% Performs various file maintenance, within authorization limits, including fee reversals, releasing funds, processing requests for a change of address, updating IDs, check ordering, and issuing replacement debit cards, etc. Troubleshoots automated banking services and Mobile/Online Banking password resets/lockouts. Informs management of identity theft and account fraudulent activity. Reports lost/stolen/fraud debit cards & Visa credit cards appropriately. Performs research on accounts, identifies, and corrects Member issues. Completes documentation on accounts in accordance with credit union procedures.
10% Applies working knowledge of credit union savings and checking products and related services. Also utilizes basic knowledge of membership criteria, online banking and other digital services provided by the credit union. Ongoing familiarity with all required Contact Center systems and applications to assist members is essential. Provides support by crosstraining/ sharing knowledge with others as requested.
10% Exercises strong oral and written communication skills to explain Credit Union policies and to resolve basic member concerns in a professional and personable manner.
5% Participates in department meetings as assigned. Documents meeting minutes and submits to pertinent departments and executives appropriately. Provides suggestions for streamlining department and credit union operations.
5% Completes basic lending phone processing requests and documentation according to credit union procedures. Includes placing loan follow-up communication documentation on Symitar if applicable.
5% Performs other requested tasks and miscellaneous functions/duties as assigned by Lead(s) and/or Department Management. Schedules branch appointments for members via TimeTrade.
Qualification & Opportunities
One year to three years of similar or related experience.
A high school education or GED.
Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Friendly and professional. Excellent communication skills: sound judgment, attention to detail and ability to write.
Requires 6+ hours of sitting a day. Fine dexterity and use of computer keyboards for long periods of time. Requires ability to use telephone system for extended periods of time. Visual skills for computers and hearing skills for phone use. Also requires repetitive use of hands.
Salary
The minimum and maximum base salary range for this position is $22.52 to $32.08 in California.
The target starting base hourly rate is between $22.52 to $24.91.
This compensation and benefits information is based on Los Angeles Federal Credit Union's good faith estimate as of the date of publication and may be modified in the future.
The starting base salary within the range will depend on a variety of factors that may include relevant prior experience and/or education, or skills and expertise.
LAFCU is an Equal Opportunity Employer. We are committed to building an inclusive and diverse workforce.
Los Angeles Federal Credit Union (LAFCU) LAFCU is a safe, secure full-service financial institution with comprehensive products and services, convenient account access, and professional, friendly, knowledgeable staff. We are always ready to form a strong partnership with our members and be their financial source for life.
Founded in 1936 by Los Angeles City employees, we expanded in 2006 to allow membership to anyone living in the Greater LA area who first donates a minimum $10 to the Los Angeles Charitable Association, Inc., a 501(c)3 non-profit charity. The Greater LA area includes the counties of Imperial, Kern, Los Angeles, Orange, Riverside, San Bernardino, San Diego, San Luis Obispo, Santa Barbara & Ventura.
In the year 2019 we reached $1 billion in assets and our 160 employees at our seven branches and corporate office serve over 70,000 members. For over ten consecutive years we have earned a five-star, “superior” financial rating from BauerFinancial (www.bauerfinancial.com), multiple times our staff helped us earn one of the “100 Best Places to Work” awards by the LA Business Journal (www.labusinessjournal.com), and readers of the Glendale NewPress for several years voted us the “Best Credit Union in Glendale.”
Our members enjoy account access with mobile, online & telephone banking, 5,000 nationwide Shared branches (https://co-opcreditunions.org/locator) and 30,000 surcharge-free nationwide CO-OP ATMs (https://co-opcreditunions.org/locator). All deposits at LAFCU are federally insured by the National Credit Union Administration (www.ncua.gov), and we follow Equal Housing Lending guidelines.
We are very active on social media, including Facebook (http://www.facebook.com/LAFCUfanpage), Twitter (https://twitter.com/lafcu), Instagram (https://www.instagram.com/LAFCU/), and our YouTube channel (http://www.youtube.com/LAFCUMktg).
Los Angeles Federal Credit Union (LAFCU) LAFCU is a safe, secure full-service financial institution with comprehensive products and services, convenient account access, and professional, friendly, knowledgeable staff. We are always ready to form a strong partnership with our members and be their financial source for life.
Founded in 1936 by Los Angeles City employees, we expanded in 2006 to allow membership to anyone living in the Greater LA area who first donates a minimum $10 to the Los Angeles Charitable Association, Inc., a 501(c)3 non-profit charity. The Greater LA area includes the counties of Imperial, Kern, Los Angeles, Orange, Riverside, San Bernardino, San Diego, San Luis Obispo, Santa Barbara & Ventura.
In the year 2019 we reached $1 billion in assets and our 160 employees at our seven branches and corporate office serve over 70,000 members. For over ten consecutive years we have earned a five-star, “superior” financial rating from BauerFinancial (www.bauerfinancial.com), multiple times our staff helped us earn one of the “100 Best Places to Work” awards by the LA Business Journal (www.labusinessjournal.com), and readers of the Glendale NewPress for several years voted us the “Best Credit Union in Glendale.”
Our members enjoy account access with mobile, online & telephone banking, 5,000 nationwide Shared branches (https://co-opcreditunions.org/locator) and 30,000 surcharge-free nationwide CO-OP ATMs (https://co-opcreditunions.org/locator). All deposits at LAFCU are federally insured by the National Credit Union Administration (www.ncua.gov), and we follow Equal Housing Lending guidelines.
We are very active on social media, including Facebook (http://www.facebook.com/LAFCUfanpage), Twitter (https://twitter.com/lafcu), Instagram (https://www.instagram.com/LAFCU/), and our YouTube channel (http://www.youtube.com/LAFCUMktg).