JOB POSTING

Job Title: Member Service Representative II, Level 2

Posting Date: May 16, 2023

Deadline Date: May 30, 2023

Job Description: Under limited supervision and direction, provides counsel to new and existing members in regards to the various Credit Union services and investments opportunities. Responsible for performing a broad variety of member services duties such as opening and closing accounts, various shares, IRA’s, certificates and checking accounts. Handles day-to-day functions such as account inquiries, account changes, research, levies, verification of deposits, payroll requests, payroll transfers, address changes, check orders, stop payments, fraud claims, and account problems. Trouble shoots Debit Card problems. Initiates new card orders, reissue requests, lost/stolen reports, and performs IRA transactions. Reviews and works branch/departmental level reports and projects. Cross-sells additional product/services to new and existing members. Promotes new programs and distributes credit union marketing and informational material to interested members. Responds to members requests for information at service desks, teller counter, by telephone, by mail, or electronic media. Performs teller transactions handling cash and checks for member deposits, withdrawals, loan payments, negotiable instrument sales, etc. Maintains control over cash draw and balances transactions accordingly. Provides consumer loan information and proper loan documents and informational material. Interviews and counsels members regarding consumer loan options. Completes system file maintenance required to initiate loan application requests. Reviews application information and recommends a loan decision to underwriting. Prepares documents and loan records in order to fund approved loans. Initiates calls to members regarding application status and clarification of loan parameters. Informs and notifies members in case of loan denial and counsels them on opportunities to improve future eligibility. Completes documents required to perfect a lien on consumer loan collateral. Adheres to all policies, procedures, banking and compliance regulations including but not limited to anti-money laundering, Reg CC, US Patriot Act, Bank Secrecy Act, OFAC, fraud protection, security procedures and privacy and confidentiality requirements.

Requirements:

• High School Diploma.
• Symitar/Episys banking software knowledge preferred.
• Work experience in banking CASH & CHECK HANDLING for a minimum of 1 year.
• Work experience in banking CUSTOMER SERVICE for a minimum of 1 year.
• Work experience in LENDING for a minimum of 1 year.
• Must be friendly, personable, and interacts in a professional manner.
• Excellent listening and problem-solving skills are essential.
• Has excellent verbal skills and communicates clearly in an easy manner.
• Good typing, spelling and grammar skills are necessary.
• Must have a good ability to add, subtract, multiply or divide quickly and correctly.
• Must be bondable.

Union Position: Union Initiation Fee approx. $200 & Weekly Union Dues approx. $12

Salary: Level 2: $18.67 to $23.741 per hour, based on experience.

Work Schedule: 40 hrs. per week,

Work Locations: Wednesday's @ Downey HQ ; Other Work days @ Claremont Branch

Ability to Cover Other Offices in Downey & Buena Park at times.

Training Period may be required at Downey Main Office.

NO CALLS TAKEN - email resume to: memserv@ranchofcu.org

Job Type: Full-time

Pay: $18.67 - $23.74 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Experience level:

• 1 year

Physical setting:

• Office

Schedule:

• 8 hour shift

Education:

• High school or equivalent (Required)

Experience:

• Cash handling: 1 year (Required)
• Lending: 1 year (Required)
• Customer service: 1 year (Required)

Work Location: Multiple Locations

Please Note :
epokagency.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, epokagency.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.