Member Services Representative lll - Credit Union
Located on the beautiful California coast, Santa Cruz Community Credit Union (SCCCU) is a community-development and low-income certified credit union, serving Santa Cruz County and parts of Monterey County. Its mission focuses on economic justice and ensuring that all people, organizations and companies have access to the financial services and financial tools they need.
Reporting to the Branch Manager, the Member Service Representative lll (MSR lll), will accurately and efficiently assist SCCCU’s members with financial transactions, loan application processing, resolution of problems, assist with questions and perform a variety of duties to support operations, internal departments and retail functions, while promoting and advising on its products and services.
Responsibilities / Duties:
Provide exceptional customer service to members and possess a professional, friendly demeanor;
Possess an understanding of SCCCU’s products / services to enable members to be connected to the product / service best suited for the member;
Maintain a current working knowledge of the products / services, operational policies and procedures within SCCCU;
Assist members with opening / closing accounts; address related questions; resolve related issues and refer to next level of authority, if needed;
Receive, inspect and verify cash and negotiable instruments; process financial transactions with accuracy to include deposits, withdrawals, loan payments, wire transfers, sell cashier’s checks, money orders and transfer members’ funds as directed;
Interview and interact with consumer loan applicants to ensure accurate, completion of information and that documentation is received and provided to applicants, prior to submission to a loan officer;
Provide assistance to the consumer lending department and within the loan documentation process, as required;
Complete all required annual regulatory and lending training, as assigned;
Ability to solve issues relating to members’ concerns, account errors and resolution of complex members’ account problems;
Balance cash drawer and transactions at the end of the day;
Cross-sell SCCCU’s products / services;
Participate in community development events and establish community relationships supporting SCCCU;
Perform tasks such as typing, filing, computer input, answering phone;
Travel between SCCCU’s branches, as required;
Other duties as assigned.
At least 3 years of experience in a similar role;
High school diploma or GED;
Bilingual English / Spanish proficiency preferred for the Santa Cruz location and required for the Watsonville location;
Proficient MS Office, related software, 10-key calculator, fax, photocopier and multi-line phone skills;
Exceptional customer service skills;
Proficient oral, written and interpersonal skills;
Astute attention to detail, organizational and time management skills;
Ability to stand for long periods of time.
$17.86 - $26.79 per hour, depending on experience, for this non-exempt, full-time position.
Company-wide bonus scheme; company subsidized health benefits (medical, dental, vision); company-sponsored life insurance, loan discounts (must be a member) paid vacation / sick time / public holidays; 401k plan.
8:30AM – 5:15PM Monday - Friday