Member Service Representative II

Location - Anaheim, CA 92806 - in-branch location and does require some Saturdays Summary: Provides exemplary service to members by accurately and efficiently handling their financial and loan-related transactions in person or by phone, and by assisting members to increase the profitability of their business relationship with the credit union. To meet service and sales goals.To embody the Credit Union’s core values of Integrity, Collaboration, Accountability, Respect, and Excellence.” ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Opens and processes all transactions relating to new accounts, certificates, and IRAs. Input member transaction requests for account data changes, deposits, cash withdrawals, transfers, check withdrawals, loan payments, travelers’ checks, savings bonds, and money orders. Accurately answers member questions regarding credit union products, services, and general credit union policies in a friendly and courteous manner by phone or in person. Input loan applications, follow up on loan decisions, and fund loans. Consistently balances to computer-generated totals within the required timeframe. Follows credit union policies and procedures to protect the credit union from exposure to loss or fraud. Meets or exceeds assigned performance standards and goals pertaining to member utilization of credit union products and services. SECONDARY DUTIES AND RESPONSIBILITIES Stays informed of credit union products, services, procedures, new developments, and knowledge of the competition and their products. Works to increase knowledge in sales and service, technical skills, and professional development through available internal and external resources. Demonstrates proficiency and ability in core competencies as periodically required of the position. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Education/Experience: High school diploma or general education degree (GED); or six months to one year of related experience and/or training or equivalent combination of education and experience. Language Ability: Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of the organization. Bilingual in Spanish strongly preferred. Math Ability: Ability to add, subtract, multiply, and divide into all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent, and to draw and interpret bar graphs. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Computer Skills: 10-key, Word, Excel, Outlook, and Internet. Symitar knowledge preferred. Certificates and Licenses: No certifications are needed. Supervisory Responsibilities: This position has no supervisory responsibilities. WORK ENVIRONMENT: Primarily indoor office work with a quiet to moderate noise level. Occasional work outside the office. Travel requirements - occasional local travel. Special schedules - position required to work Saturdays. Physical Demands: The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision. The employee is regularly required to talk or hear. The employee is regularly required to stand, walk, sit, use hands to finger, handle, or feel, and reach with hands and arms. The employee is occasionally required to stoop, kneel, crouch, or crawl. Eagle Community Credit Union is committed to a workplace free from unlawful discrimination based on race, color, religion, sex, gender identity, age, national origin, citizenship, disability, sexual orientation, veteran status, genetic information, or any other classification protected by applicable federal, state or local law. This applies to all terms, conditions, and privileges of employment, including, without limitation, recruitment, hiring, assignment, training, promotion, compensation, evaluation, discipline, and discharge. For more information, please view Eagle Community Credit Union values the contributions of our diverse workforce, including those with disabilities. Eagle is committed to complying fully with the Americans with Disabilities Act (ADA) and other applicable federal, state, and local laws. Eagle is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. This Company prohibits discrimination against applicants and employees on the basis of disability as it pertains to the job application and hiring process and other terms and conditions of employment. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact View email address on click.appcast.io. This email is created exclusively to assist disabled job seekers who disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or on technical issues unrelated to a disability, will not receive a response. #J-18808-Ljbffr