Member Services Representative at F & A Credit Union

Monterey Park, California, United States -

Full Time

Start Date

Immediate

Expiry Date

04 Aug, 26

Salary

29.25

Posted On

07 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Account Opening, Account Maintenance, Financial Coaching, Notary Services, Consumer Loan Intake, Online Banking Support, Data Entry, Customer Service, Regulatory Compliance, Problem Solving, Time Management, MS Word, MS Excel, MS PowerPoint, Communication, Auditing

Industry

Banking

Description

Description At F&A Federal Credit Union, we are creating exceptional financial opportunities for our members and their families, today, and for generations to come. We proudly serve employees of the LA County Fire Department, Agricultural Commission / Weights & Measures, and local municipal employees and their families. Our mission is to help our members reach their financial goals at every life stage by providing access to the highest value products, superior service, and trusted advice. To really stand out in a constantly changing world, each of us at F&A is values-driven and we share in the responsibility for creating a great workplace. As part of the F&A team, you will enjoy these outstanding benefits: Medical, Dental, Vision, and Life Insurance – 100% of employee premiums are paid by F&A Subsidized medical premiums for dependents Employee Loan Discount Program – even better rates on your home and car loan 401k with employer match up to 3.5% Profit sharing – up to 6% of annual salary is contributed each full calendar year worked Paid time off accrual starting at 4 weeks per year Up to 13 paid holidays Flexible spending accounts for health and dependent care Voluntary plans – additional life insurance available for employee and family Educational assistance program Employee assistance program Essential Job Responsibilities The Member Services Representative provides prompt and courteous service to members including account opening and account maintenance. Provides financial coaching and product information based on individual needs. May also be assigned to process other departmental clerical tasks including mail and member messages. Assumes responsibility for providing members with account opening and account maintenance services, in person, online, and by processing mail requests. Delivers prompt, courteous, and accurate membership account opening and maintenance services including but not limited to address changes, Certificates, IRAs, and death claims. Provides Notary services. Provides intake application assistance for consumer loans. Assists members with inquiries regarding their account and/or an account discrepancy and helps members navigate online banking and mobile applications. Audits membership applications and other documents as needed for accuracy and scanning. Provides members with product information and makes recommendations based on their individual financial needs. Refers members to the appropriate MLO for Real Estate transactions. Communicates pertinent information to peers and other departments. Drives improvements in efficiency and member service, encouraging a team-focused environment. Supports staff members with the release of flags, freezes, and dual control tasks. Assists other departments and branches based on business needs. Complies with Bank Secrecy Act regulations. May be assigned to review and process mail delivered to Member Services. May be assigned to perform daily duties including ACD Line and Message Center maintenance. May require occasional travel between branches. Requirements High School Diploma or equivalent. Ability to be bonded and to retain bond ability. Valid California Driver’s License. Must earn Notary designation within six months of hire. Knowledge of credit union principles and procedures and member service philosophy. Knowledge of State and Federal regulations for deposit accounts, membership types, and teller transactions. Computer and software proficiency (MS Word, Excel, PowerPoint). One to three years of similar or related experience, including preparatory experience. Accurate typing/data entry and processing of data; ability to work on a computer for up to 8 hours per day. Ability to evaluate, plan, and prioritize work effectively. Must be adaptable to different and changing situations and solve problems. Ability to deliver courteous, friendly, and professional service. Ability to work independently with minimal supervision. F&A Federal Credit Union is an equal employment opportunity employer. We will consider qualified applicants with criminal histories for employment in a matter consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) ordinance. Hourly rate: $23.00 – $29.25 per hour.

Responsibilities

The Member Services Representative handles account opening, maintenance, and financial coaching for credit union members. They are responsible for providing accurate product information, processing clerical tasks, and ensuring compliance with Bank Secrecy Act regulations.