Member Service Representative
4.
5 La Ca ada Flintridge, CA La Ca ada Flintridge, CA Full-time Full-time $18.
90 - $28.
36 an hour $18.
90 - $28.
36 an hour 3 days ago 3 days ago 3 days ago CEFCU is currently searching for an experienced Member Service Representative to assist at any and all of our three branches located in Pasadena and La Canada Flintridge.
The successful candidate will provide prompt and courteous service to members by performing over-the-counter financial transactions by telephone and in person.
The Duties and Responsibilities of this position are as follows:
Accurately and courteously completes members' requests for account transactions including deposits, withdrawals, transfers and loan payments.
Balances cash and negotiable items at the end of each business day.
Opens all types of savings accounts, including custodial and trust accounts, in compliance with CEFCU membership eligibility requirements and the Bank Secrecy Act (BSA).
Sells MasterCard Gift Cards and Travel Cards.
Accepts loan applications from members and reviews for completeness.
Orders loan coupons when requested by member.
Processes incoming and outgoing wires, ACH credits/debits and check requests.
Prepares Payroll Deduction Authorization forms and allocations for accounts.
Prepares and processes stop payment forms.
Processes verifications of deposit.
Updates account information with proper documentation.
Adds flags and memos on possible compromised accounts at member request.
Closes accounts upon request with proper identity verification.
Provides Currency Transaction Reports (CTRs) to Risk Management Officer for filing, as required by BSA.
Assists with the following functions in dual control:
Balancing vault cash Accepting and verifying Gift Cards and Travel Cards Balancing negotiable items Removing deposits from night depository May assist members with safe deposit box access.
Accepts, reviews and applies Power of Attorney (POA) authorizations.
Provides members with certification of trust documents.
Performs all duties in compliance with credit union policies, procedures, and appropriate regulatory statutes The Qualifications and Requirements of the position include, but are not limited to:
Minimum one year experience as a teller Excellent customer service skills Basic knowledge of financial products and services required, in addition to working knowledge of credit union/banking regulations Must be proficient in the use of a PC with Windows-based programs Use of a 10-key calculator, fax and copy machine High degree of accuracy handling cash and checks Ability to exercise confidentiality and discretionary judgment Works independently with a minimum number of errors Experience with Summit's Spectrum software highly desired Must be bondable by the credit union's insurance agency' ' Work Location:
Three locations Work Remotely No Job Type:
Full-time Pay:
$18.
90 - $28.
36 per hour Expected hours:
40 per week
Benefits:
401(k) 401(k) matching Dental insurance Employee assistance program Flexible spending account Health insurance Life insurance Paid time off Referral program Vision insurance Experience level:
2 years Physical setting:
Office Schedule:
8 hour shift Day shift Monday to Friday Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
5 La Ca ada Flintridge, CA La Ca ada Flintridge, CA Full-time Full-time $18.
90 - $28.
36 an hour $18.
90 - $28.
36 an hour 3 days ago 3 days ago 3 days ago CEFCU is currently searching for an experienced Member Service Representative to assist at any and all of our three branches located in Pasadena and La Canada Flintridge.
The successful candidate will provide prompt and courteous service to members by performing over-the-counter financial transactions by telephone and in person.
The Duties and Responsibilities of this position are as follows:
Accurately and courteously completes members' requests for account transactions including deposits, withdrawals, transfers and loan payments.
Balances cash and negotiable items at the end of each business day.
Opens all types of savings accounts, including custodial and trust accounts, in compliance with CEFCU membership eligibility requirements and the Bank Secrecy Act (BSA).
Sells MasterCard Gift Cards and Travel Cards.
Accepts loan applications from members and reviews for completeness.
Orders loan coupons when requested by member.
Processes incoming and outgoing wires, ACH credits/debits and check requests.
Prepares Payroll Deduction Authorization forms and allocations for accounts.
Prepares and processes stop payment forms.
Processes verifications of deposit.
Updates account information with proper documentation.
Adds flags and memos on possible compromised accounts at member request.
Closes accounts upon request with proper identity verification.
Provides Currency Transaction Reports (CTRs) to Risk Management Officer for filing, as required by BSA.
Assists with the following functions in dual control:
Balancing vault cash Accepting and verifying Gift Cards and Travel Cards Balancing negotiable items Removing deposits from night depository May assist members with safe deposit box access.
Accepts, reviews and applies Power of Attorney (POA) authorizations.
Provides members with certification of trust documents.
Performs all duties in compliance with credit union policies, procedures, and appropriate regulatory statutes The Qualifications and Requirements of the position include, but are not limited to:
Minimum one year experience as a teller Excellent customer service skills Basic knowledge of financial products and services required, in addition to working knowledge of credit union/banking regulations Must be proficient in the use of a PC with Windows-based programs Use of a 10-key calculator, fax and copy machine High degree of accuracy handling cash and checks Ability to exercise confidentiality and discretionary judgment Works independently with a minimum number of errors Experience with Summit's Spectrum software highly desired Must be bondable by the credit union's insurance agency' ' Work Location:
Three locations Work Remotely No Job Type:
Full-time Pay:
$18.
90 - $28.
36 per hour Expected hours:
40 per week
Benefits:
401(k) 401(k) matching Dental insurance Employee assistance program Flexible spending account Health insurance Life insurance Paid time off Referral program Vision insurance Experience level:
2 years Physical setting:
Office Schedule:
8 hour shift Day shift Monday to Friday Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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