Logix Federal Credit Union

Financial Services Representative

Logix Federal Credit Union

full-time

Posted on:

Origin:  • 🇺🇸 United States • California

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Salary

💰 $22 per hour

Job Level

Junior

About the role

  • Provides enthusiastic, professional, quality, prompt, and courteous service to members, prospective members, and the LFCU team
  • Cultivates strong member relationships by providing exceptional service to both new and existing members while educating and helping them identify their financial needs, opening and maintaining new/existing accounts, and recommending suitable financial products
  • Executes daily operations of the Credit Union's Member Experience protocols according to established standards
  • Proactively manages staff schedules and coordinates with the team to ensure adequate coverage during business hours and availability on the sales platform, including analyzing peak times and adjusting staffing
  • Contributes to the retail branch office sales goals by having a strong working knowledge of the comprehensive range of financial products
  • Participates in business development activities including making outbound calls to introduce products and services and highlight promotions
  • Contributes to the profitable growth of the branch by participating in marketing campaigns, community events and member awareness seminars
  • Processes member transactions such as deposits, withdrawals and requests for information efficiently, accurately, and promptly
  • Performs teller and referral functions, processes fraud claims and reissues/re-pin's debit and credit cards
  • As directed, manages a cash drawer while adhering to assigned limits and policies and ensures the cash drawer is in balance daily
  • Contacts members by phone using daily reports to assess satisfaction and addresses/resolves member questions or escalates as needed
  • Ensures compliance with relevant laws, regulations, and Credit Union policies (e.g., Truth in Savings Act, Bank Secrecy Act, Fair Lending Practices)
  • Participates in staff development programs and other duties as assigned

Requirements

  • Minimum Education Level: High School or GED
  • Preferred: 4 Year / Bachelors Degree
  • Minimum of 12 months of Current or Prior Banking Experience (Minimum Years of Experience: 1)
  • Preferred Years of Experience: 2
  • A strong working knowledge of complex teller transactions and new accounts functions
  • Demonstrated ability to deliver exceptional member service in a fast-paced environment
  • Ability to perform well under pressure and handle multiple priorities
  • A professional and polished appearance with excellent written, communication and social skills
  • A working knowledge of the Microsoft suite of office products
  • Demonstrates attention to detail and an ability to audit
  • A demonstrated sales skills aptitude
  • May complete new accounts and consumer lending training
  • Must be adaptable and available to work at any branch location as needed
  • Must reliably arrive to work on time, according to the scheduled hours