Client Service Rep - Part Time

Please use Firefox or Chrome internet browser to complete this application Current Wescom Employees: Please visit the Career Center in Workday to search and apply for a current job opening. We value and rely on the unique talents and contributions of our employees to absolutely excel in member engagement by Delivering Signature Experience. Provides consultative services to members regarding credit union products and services by assessing member needs. Assists members in establishing memberships, loan accounts and services, share accounts and savings services, completing necessary documents and performing data entry of records in compliance with audit requirements. Processes transactions for members and frequently serves as the initial point of contact between the Credit Union and members. Promotes optimal member engagement by providing specific, accurate and timely information regarding Credit Union products and services in addition to actively referring members to all Wescom products and services when appropriate. Responsible, for engaging new and existing members to deepen their relationship with the Credit Union, including applications for home equity products and referrals for first mortgage real estate services. Consistently provides a high level of service and is committed to increasing member satisfaction by consistently taking a consultative approach during all member interactions. Demonstrates adherence to the Branch Service Standards in addition to the enforcement and modeling of Wescom’s Mission Statement, Vision, Core Values and Team Attributes. Promotes advocacy and takes personal responsibility to ensure member issues are handled properly and resolved at the first point of contact. Focuses on delivering the Member Experience and achieving successful results in the Member Experience Surveys. Regularly serves members with Platform and Teller activities including but not limited to: Providing consistent support to both the Platform and Operations as determined by business needs, may be required to assist in both areas daily as assigned by Branch Management Remaining proficient and knowledgeable in all changing technologies available to members to create an Omni-channel experience. This includes but is not limited to all mobile, contact and online banking services. Conducting wellness calls from lists including pre-approvals, new member engagement and other assigned lists Actively responding to inquiries from members, departments and Branch Management in a timely manner Actively and consistently identifying Wescom product and service referral opportunities and working closely with all branch business partners and specialists Actively identifying, referring and assisting members with auto/personal loan and credit card pre-approvals offers Consistently identifies, mitigates and reports potential fraudulent activity Produces high quality, accurate work with minimal errors, oversights and outages Utilize skills developed from the CON2ECT model focusing on building relationships and identifying member needs. The business partners would include but are not limited to Financial Services, Insurance Services, Real Estate and Autoland Maintains knowledge of products and services. Regularly performs day to day transactions for members including, but not limited to deposits, withdrawals and transfers. Answers member inquiries and provides information in accordance with Credit Union policies and procedures for all account-related needs. May participate in the servicing of the coin and cash machines when required. Processes applications for consumer loan products, including but not limited to auto loans, credit cards and unsecured lines of credit. May also provide member assistance and process applications for home equity loans and lines of credit. Assists members with savings and deposit products, including checking and certificate accounts, money market accounts and Individual Retirement Accounts. Remains proficient with Fiduciary processes including but not limited to trusts, fiduciary accounts, Power of Attorneys and Notary Public services. Contributes to Wescom growth objectives through needs-based member conversations and builds relationships to address immediate and future needs. Targets, supports and achieves assigned organizational initiatives. Utilize skills developed from active participation in training, meetings and the CON2ECT Model to achieve assigned individual and/or branch production goals. Consults with members for Insurance Services and Financial Services and refers to in branch specialists and business partners. Takes applications for home equity products and makes referrals for first mortgages to Mortgage Loan Originators in Real Estate. Could potentially pursue a career path opportunity to Member Service Representative III if approved by Branch Management, Insurance/Financial Services management and the respective Branch Operations VP if desired and requires the following licensing: Member Service Representative III (MSR II)- Option I: Licensed to assist members with life insurance and fixed annuities in conjunction with Wescom Financial Services (WFS). Meets personal development and training objectives and achieves core curriculum and required training within established timelines. Completes Wescom University core curriculum, including required regulatory training. Maintains proficiency in technology applications across all channels including the operating system and ancillary systems. Actively promotes and demonstrates technology to members and contributes to organizational efforts with process improvement opportunities. Ensures branch compliance with audit and security standards, policies and procedures, and loss prevention measures. Maintains confidentiality of Credit Union, Financial Services, Insurance Services and member records/data. Protects the Credit Union’s financial interest by controlling and balancing their assigned cash drawer, negotiable items received and disbursed during daily transactions, identifying payees, verifying signatures and endorsements, and maintaining acceptable Teller Balancing Standards. Communicates well both verbally and in writing, effectively shares information and ideas with others, and demonstrates good listening skills. Attends meetings with assigned groups as well as branch staff meetings. May participate with in-house training sessions, self-studies as well as outside seminars and classes. Maintains good attendance and punctuality in adherence with Wescom policy. High School graduate. Previous financial industry and customer service experience preferred. REGISTRATION: Nationwide Mortgage Licensing System (NMLS) registration is required and must be maintained. COMPUTER SKILLS: Proficient in Microsoft applications (Word, Excel, Outlook). Must be proficient in technology applications including the Credit Union’s operating system and specialized software required for performance of position. Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. If you are applying for a Hybrid/Remote position, please note applicants are required to reside within our Wescom service areas which are defined as the following counties: Wescom Financial is an Equal Opportunity Employer (Male/ Female/ Veteran/Disability/ Gender Identity/ Sexual Orientation) California Privacy Notice at Collection of Personal Information: If you are a resident of the State of California and are a job applicant, see California Privacy Notice relating to job applications. Who We Are Since 1934, Wescom Financial has been dedicated to helping members throughout Southern & Central California build better lives. We truly value providing member focus, excellence, and integrity, which helps us in our interactions with our team members, members, volunteers, vendors, and others alike. What We Believe At Wescom Financial, we value and rely on the unique talents of our team members who contribute to supporting one another in achieving personal fulfillment and helping our members build better lives. For the second year in a row, Wescom Financial has been recognized as America's Best Regional Bank and Credit Union by Newsweek and is Great Places to Work Certified. The Inclusion and Diversity Committee and Council help set the foundation for an even more inclusive culture at Wescom. Benefits & Perks In addition to helping build better lives for Californians, we offer an exceptional and comprehensive compensation package to our valued team members, which include: Remote and hybrid work options Work/life balance (i.e., two mental health days, flex scheduling, alternative work schedules) $1,000 Employee Referral Bonus Program Benefits for full-time and part-time team members Paid time off: Vacation, floating holidays (full-time only), sick, 2 mental health day, 10 bereavement days, and 10 observed holidays, including Juneteenth Comprehensive medical, dental, and vision plan coverage, including EAP+ Work/Life Program Adoption and surrogacy assistance 401(k) Plan with employer matching Generous educational programs: Education reimbursement, student loan repayment plan, college grant for eligible children Wellness Program: Increase health, happiness, and productivity, ability to earn rewards by participating in Healthy YOU, two onsite fitness centers, gym membership discounts for LA Fitness Transit subsidy reimbursement for public transportation Fun Express and Tickets at Work: Discounts at entertainment venues in California and beyond Wescom University Department dedicated to providing learning and development opportunities to team members Leadership/Emerging Leadership Programs for aspiring leaders Discounted rates on loan products for team members Wescom Foundation Wescom is more than banking - we are a network of members and employees dedicated to making California a better place for all. The Wescom Foundation works to improve the lives of Californians by supporting community-based organizations through strategic grant making and community engagement. The Wescom Foundation’s grant making focuses on the following areas: Critical Human Needs, Financial Wellness, and Disaster Response. In addition, the Wescom Foundation focuses on identifying and sponsoring volunteer opportunities for employees as well as providing a vehicle for tax-deductible non-profit organization contributions through payroll deductions. These contributions are, in turn, matched dollar for dollar by Wescom Financial. Since its founding, the Wescom Foundation has selected a number of non-profit organizations to sponsor throughout the year. For more information about the Wescom Foundation click here: Wescom Foundation.