Job Description

Position Summary:

Expand and maintain relationships with credit union members by opening new accounts and providing phone support.

Position Duties and Responsibilities:

Under direct supervision, you will:

Support:

• Handle incoming support calls from members and employees.

Account Management:

• Open and maintain new accounts.
• Perform quality assurance reviews on accounts.

IRA and Deceased Member Transactions:

• Assist with IRA paperwork and deceased member transactions.

Member Education and Sales:

• Educate members on credit union products and services.
• Cross-sell products and services to meet members' financial needs.

Collaboration and Professionalism:

• Work with colleagues across departments and branches to provide efficient service.
• Foster positive relationships internally and externally.

Product and Service Knowledge:

• Understand credit union products and services.
• Ensure compliance with relevant laws, regulations, policies, procedures, and promotions.

Other Duties:

• Perform other related tasks as assigned.

Position Qualifications and Skills:

• Education:
  • High School Diploma or GED required.
• Skills:
  • Excellent interpersonal, verbal, and written communication skills.
  • Proficiency with Microsoft Word, Excel, and Outlook preferred.
  • Bilingual in English and Spanish preferred.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.

Job Snapshot

• Employee Type:Temp-to-Hire
• Location:Livermore, CA
• Job Type:Customer Service
• Experience:None
• Education:None
• Date Posted:7/17/2024
• Contact: Brandon Ramirez (925) 400-7636
• Pay Range: $23.00 - $27.00 Hourly

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