member service representative ii

Wellby Financial

<div>
 It's fun to work in a company where people truly BELIEVE in what they're doing!
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  We're committed to bringing passion and customer focus to the business.
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 <strong>
  Position Summary
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 The Member Service Representative II is responsible for providing support and coverage to the Contact Center. The Member Service Representative II will interact with members by addressing inquiries and resolving complaints.
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  Principle Duties And Responsibilities
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   Willingness and ability to exhibit Wellby Core Values every day.
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   Works purposefully and is driven to provide the best team member experience.
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   Proficient in all areas of the contact center, member servicing, and relationship building.
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   Establishes and maintains a positive relationship by creating an exceptional member experience.
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   Interacts with customers via telephone, email, or online chat to provide support and information on products or services.
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   Fields customer questions and complaints; when the issue is beyond the representative&rsquo;s knowledge, forwards to the assigned specialist or other appropriate staff.
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   Ensures that appropriate actions are taken to resolve customers problems and concerns.
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   Applies advanced knowledge and experience to situations and can recognize potential risks for fraud or other loss, including reputation loss to a member or Wellby.
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   Maintains customer accounts and records of member interactions with details of inquiries, complaints, or comments.
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   Maintains a sense of urgency and empathy while collaborating with members on issues and action items through resolution.
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   Troubleshoots and resolves inquiries in a timely, friendly, and accurate manner.
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   Escalates feedback from members to management and makes member callbacks to support net promoter efforts.
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   Treats members and team members with professionalism, courtesy, respect, and empathy through challenges.
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   Proactively identifies changes in member&rsquo;s banking needs and recommends relevant solutions to enhance the member&rsquo;s financial and life goals.
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   Provides timely responses to member and other team members requests.
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   Member Service functions include transfers, loan payments, and all account maintenance.
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   Educates members on emerging and existing credit union technology and digital solutions such as mobile, online, and ATM offerings for their convenience. Troubleshoots basic issues and escalates more complex issues as needed.
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   Assumes responsibility for related duties, including training assistance of new team members as required or assigned.
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   Completes all mandatory compliance testing on time. Implements processes as required by the Bank Secrecy Act and Wellby policies and procedures.
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   Performs other duties as assigned.
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  Knowledge, Skills, And Abilities (KSA)
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   Knowledge of Wellby&rsquo;s organizational functions, and general operating policies and procedures.
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   Knowledge of secretarial practices and procedures, business English, spelling, and punctuation.
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   Knowledge of Credit Union services and products.
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   Knowledge of personal computer, utilizing Microsoft Office Suite.
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   Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding machines.
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   Skilled in exercising initiative and using good judgment to make sound decisions.
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   Skilled in interacting with staff, management, vendors, and members diplomatically and tactfully.
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   Skilled in responding to requests regarding complex financial information/data.
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   Ability to navigate various digital platforms and understand, assess, and communicate through them.
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   Ability to work in stressful, high-pressure situations.
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   Ability to handle difficult situations with poise and professionalism.
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   Ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
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   Ability to work in a fast-paced team environment with exceptional customer service skills.
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   Ability to communicate clearly and concisely, orally and in writing.
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  Supervisory Responsibilities
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   Team member does not have any supervisory responsibilities.
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  Complexity &amp; Scope of Work
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   The team member performs a variety of related tasks which are mostly routine but are sensitive in nature.
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   Non-routine situations or conflicts are usually referred to the supervisor for resolution.
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   Instructions to the team member may be general or specific in nature.
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   Courses of action are determined by established procedures and/or the Contact Center Manager.
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   The team member&rsquo;s work is reviewed periodically for accuracy, completion, and compliance with the policies and procedures.
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   Tasks may occasionally have to be coordinated, integrated, and/or prioritized.
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  Physical Demands &amp; Work Environment
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   The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position. Reasonable accommodations may enable individuals with disabilities to perform essential functions.
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   To perform this job successfully, the team member is frequently required to remain in a stationary position 75% of the time. Daily movements include sitting; standing, reaching, and grasping, operating computers and other office equipment, moving about the office; and attending possible onsite and offsite meetings. The team member must be able to exchange information, in person, in writing, and via telephone. Some degree of stress results from contact with management and other team members.
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   The ability to observe details at close range (within a few feet of the observer).
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   Must be able to occasionally lift items weighing up to 25 pounds across the office and load them onto shelves for various needs.
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   The noise level in the work environment is usually moderate.
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   Work involves the typical risks and discomforts associated with an office environment but is usually in an area that is adequately cooled, heated, lighted, and ventilated.
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  Work Hours
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   To meet the department's needs, overtime work is sometimes necessary, and employees may be required to work overtime hours as assigned.
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   Shifts will be staggered (between 8:00 am CST and 6:00 pm CST) and likely will include weekends.
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   Training for the Customer Service Representative position may be conducted on a Saturday.
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  Minimum Qualifications
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   High School Diploma or equivalent required.
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   Minimum three (3) years of experience in a high-volume call center environment, or an equivalent combination of education and experience (one year of relevant experience is equivalent to one year of relevant higher education and vice versa).
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   Two (2) years of college-level education preferred.
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   Need to be able to work both onsite and remote based on business needs.
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   Bilingual preferred.
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 <strong>
  For All Candidates
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 This is a
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  Full-Time, Hourly (non-exempt)
 </strong>
 role.
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 <em>
  Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status, or any other legally protected characteristic. If you would like more information about your EEO rights as an applicant under the law, please contact Human Resources.
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  Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need reasonable accommodation, please email careers@wellbyfinancial.com or call 281-226-1696 for assistance.
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  <strong>
   Disclaimer
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  The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the organization.
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</div>


Member Service Representative II

SchoolsFirst Federal Credit Union

<div><p>We&rsquo;re always looking for diverse, talented, service-oriented people to join our exceptional team.
</p><p></p>Personal Banker (Member Service Representative II)
<p></p><p>The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.
</p><p></p><p><b>Pay Range:
</b></p>$24.56 - $35.62
<p></p><p><b>Scheduled Weekly Hours:
</b></p><p></p>30
<p></p><div><b>What You&rsquo;ll Be Doing
</b></div><div>Provides World Class Member service to Members visiting branch/service center locations. Provides information and promotes credit union products and services to build relationships. Processes transactions in the general areas of savings, loans, and auxiliary credit union services.
</div><div><ul><li>Performs various file maintenance including processing requests for a change of address, check orders, and ordering ATM cards, etc. Performs , vault and night drop duties as assigned, Assists with the morning and evening preparation of the branch, and other teammembers as needed throughout the day Performs other related duties as assigned or requested.
</li><li>Has working knowledge of credit union savings and consumer loan products and all services. Has basic knowledge of real estate products. Maintains cash and negotiables. Provides suggestions for streamlining department and credit union operations. Performs other related duties as assigned or requested.
</li><li>Processes new memberships, additional share accounts, savings services, consumer loan requests and general consumer loan fundings as requested by Members. Performs research on accounts, identifies and corrects Member account problems.
</li><li>Delivers World Class face-to-face service to Members requesting account assistance. Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.
</li><li>All teammembers must comply with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions.
</li>Performs other related duties as assigned or requested.<br>
<li>
</li></ul></div><br>
<div><b>Additional Job Functions<br>
</b></div><div><ul><br>
<li><div><ul><li>Performs other duties as assigned
</li></ul>Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions<br>
<ul><li>
</li></ul></div></li></ul></div><br>
<div><b>Qualifications
</b></div><div><ul><li><div><ul><li>High School Diploma or GED required
</li></ul></div></li><li><div><ul><li>1-3 years of previous related experience required
</li></ul></div></li><li><div>Participation in the CA DMV pull program may be required depending on assignment<br>
<ul><li>
</li></ul></div></li></ul></div><br>
<div><b>SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring<br>
</b></div><br>
<div>At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you&rsquo;re excited about a position or wanting to make a career change but your past experience doesn&rsquo;t align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.<br>
</div><br>
<p></p><p>SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.
</p><p></p><p>This organization participates in E-Verify.</p></div>

Personal Banker (Member Service Representative II)

Center Parc Credit Union

<div><p>Join our Member Contact Center to provide Member Support through phone, video and chat! Seeking 2+ years' previous experience with a credit union, bank, or related financial institution assisting members / customers with banking transactions, questions about accounts, opening accounts, online banking services, and MORE! Must have an excellent member service (customer service) attitude and the ability to navigate technology in a fast-paced environment. We provide excellent training and an opportunity to work in our state-of-the art HQ facility in Hapeville, GA!</p><p>
HOURS: Monday - Friday 8:30 am - 5:00 pm (with flexibility to work 10:30 am - 7:00 pm)</p><div>
Title: Member Service Representative II - Member Contact Center</div><div>
Target Hiring Pay Range: Min-point: $18.98 per hour / Mid-point: $23.73 per hour</div><div>
Position Status &ndash; Full Time non-exempt (Hourly)</div><p>
Reports To: Reports to Branch Manager/Operations Manager</p><p>
The listed pay information includes the minimum rate of pay to the mid-point rate of pay for the posted position The actual compensation for this position may vary based upon, but not limited to, licenses or certifications, education or equivalent work experience, market data, qualifications, relevant experience, prior work and performance history, geographic location, and business sector.</p><p>
We believe great work is to be rewarded with great benefits. Our benefits include, but aren&rsquo;t limited to, Medical coverage with generous company contributions, Dental with employee only coverage paid by the company, Vision with employee only coverage paid by the company, Paid Time-Off, 401k plan with a defined company match, company paid long-term disability, short term disability, and company paid holidays.</p><p><b>
Purpose</b>: The primary purpose of this position is to assist Atlanta Postal Credit Union to live out our Mission, &ldquo;To help our members achieve financial success by providing exceptional products and service.&rdquo;</p><div>
The Member Service Representative II (MSRII) proactively engages in providing quality-driven member services to existing and potential members of the Credit Union. This includes, but not limited to, engaging members in dialogue to ensure timely processing of payment and transfer services, open new accounts, ensuring that product recommendations are aligned with member needs, and build positive relationships with members and peers. Depending on their assignment, the MSRII from time to time may perform all or a portion of the tasks listed herein but all incumbents are expected to be proficient in each task over time.</div><div></div><p><b><br>
Essential Duties and Responsibilities: </b>Other duties may be assigned.</p><ul><li>
Deliver outstanding service to both internal and external members that is in alignment with our Service Promises:<ul><li>
I promise to be mindful of your time with fast, efficient, courteous, and friendly service.</li><li>
I promise to demonstrate integrity in all my interactions.</li><li>
I promise to always treat you with dignity and respect.</li><li>
I promise to work with fellow employees throughout the credit union to ensure you receive the best possible products, service, and solutions.</li><li>
I promise to safeguard the security and confidential nature of your financial information.</li><li>
I promise to greet you with a smile and thank you for your business when your transaction is completed.</li><li>
I promise to deliver on our mission to help you achieve financial success by providing exceptional products and service.</li></ul></li><li>
Provides service to members in a variety of settings including periodically being assigned to work at various APCU/CPCU locations due to long term absences, business needs, projects, or business continuity needs.</li><li>
May serve as a lead teller</li><li>
Processes a variety of member transactions including, but not limited to, visa payments, transfers, loan payments, deposits, U.S. Savings bond transactions, cash advances, etc.</li><li>
May occasionally be required to complete transactions on a teller line or process pending online memberships or share applications submitted through the credit unions digital channels.</li><li>
Completes a variety of service requests, clerical duties, and research associated with the resolution of member inquiries and concerns.</li><li>
Facilitates the ability for the member to speak with internal business partners for resolution of inquiries and concerns that can&rsquo;t be resolved by yourself.</li><li>
Completes member relationship-building assignments, such as follow up calls, pre-determined member contact intervals, incentive announcements, and acknowledgement of important dates (birthdays, anniversaries, etc.).</li><li>
Completes the opening of new member accounts and assist existing members with changes and updates on their accounts; Sets up share/loan allocations for accounts.</li><li>
Engages in needs-based dialogue with members to fully understand the member&rsquo;s financial needs.</li><li>
Recommends and positions credit union products and services that meet the member&rsquo;s needs.</li><li>
Based on member needs, makes referrals to internal partners for product delivery</li><li>
As required, completes outbound calls, and engages in member retention conversations.</li><li>
As assigned, receives inbound calls in a call center environment and provides member services in accordance with all guidance, processes, and procedures of the call center.</li><li>
Maintains up to date knowledge of all retail and account opening procedures; Follows all practices that have been put in place to mitigate fraudulent activity and unnecessary risks.</li><li>
Maintains up to date product knowledge; has a full understanding of the features and benefits of the products and services offered by the credit union.</li><li>
May be assigned to reactivate inactive or dormant accounts, engage in outbound audio or video calls to welcome new members to the credit union and engage in needs-based dialogue to suggest products or services based on the member&rsquo;s goals or segmentation.</li><li>
As needed or required, maintain/balance branch vault, open or close branch, balance ATM, prepare and verify currency or coin orders/shipments, process night deposits, balance cash drawer.</li><li>
Complies with all aspects of BSA/AML and OFAC regulations as they relate to this position.</li><li>
Other duties as assigned.</li></ul><p><b><br>
Supervisory Responsibilities: </b>No direct reports. If serving in a designated lead role, may manage day-to-day task through indirect reporting relationships or through a matrixed management approach and the ability to collaboratively interact with internal and external partners.</p><div><b>
Qualification Requirements</b>: 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/pr ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</div><div></div><div><b><br>
REQUIRED Education and/or Experience:</b></div><ul><li>
Requires a level of knowledge normally gained with a high school diploma or equivalent</li><li>
2 years transactional work experience in banking, financial services, or a credit union</li><li>
10-Key calculator, typing and keying skills, and working knowledge of Microsoft Office software</li></ul><div></div><div><b><br>
PREFFERED Education and/or Experience:</b></div><ul><li>
An Associate&rsquo;s degree in Business Management, Business Administration, or related field of study or 2 years of additional specific work experience in lieu of degree</li><li>
2 years specific member facing work experience within a Credit Union</li><li>
Prior experience completing transactions in Symitar, and Meridian Link</li><li>
Bilingual/ Spanish speaking</li></ul><div><b><br>
Physical Job Requirements:</b></div><p>
Must be physically able to operate a variety of automated office machines such as calculator, computer, printer, facsimile, telephone, copier, etc. Must be able to stand, bend and stoop as needed. Must be able to lift and/or carry weights of 5 to 25 pounds.</p><p>
APCU Center Parc Credit Union is an equal opportunity employer committed to providing equal opportunities to applicants and our policy is not to discriminate against any applicant or employee based on race, color, sex, religion, national origin, disability status or veteran status or any other basis protected by applicable federal, state, or local laws. APCU Center Parc Credit Union prohibits harassment based on the same protected classes and criteria.</p><p>
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.</p><p>
The requirements for the position listed are general and are not all inclusive. If you have any questions concerning this position, please contact Human Resources.</p><p>
Please note that an employment offer, and your continued employment are contingent upon acceptable results of a <b>background and credit check</b>, and satisfactory proof of your right to work in the U.S.</p></div><p></p>

Member Service Representative II - Member Contact Center

WESCOM CREDIT UNION

<div><div>Please use Firefox or Chrome internet browser to complete this application</div><div></div><div>
Current Wescom Employees: Please visit the Career Center in Workday to search and apply for a current job opening.</div><div></div><div>
We value and rely on the unique talents and contributions of our employees to absolutely excel in member engagement by Delivering Signature Experience.</div><div>
Salary Grade:</div>
153N<div>
Salary Pay Range for This Position:</div>
$25.31 - $35.41<div>
POSITION SUMMARY:</div><div></div><div>
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.</div><div></div><div>
ESSENTIAL POSITION FUNCTIONS:</div><div></div><div>
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&rsquo;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.</div><div></div><div>
Regularly serves members with Platform and Teller activities including but not limited to:</div><div></div><div>
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</div><div></div><div>
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.</div><div></div><div>
Conducting wellness calls from lists including pre-approvals, new member engagement and other assigned lists</div><div>
Actively responding to inquiries from members, departments and Branch Management in a timely manner</div><div></div><div>
Actively and consistently identifying Wescom product and service referral opportunities and working closely with all branch business partners and specialists</div><div></div><div>
Actively identifying, referring and assisting members with auto/personal loan and credit card pre-approvals offers</div><div></div><div>
Consistently identifies, mitigates and reports potential fraudulent activity</div><div></div><div>
Produces high quality, accurate work with minimal errors, oversights and outages</div><div></div><div>
Utilize skills developed from the CON2ECT model focusing on building relationships and identifying member needs. Collaborates with business partners to actively refer members, including leveraging the appointment system, department liaisons, etc. The business partners would include but are not limited to Financial Services, Insurance Services, Real Estate and Autoland</div><div></div><div>
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.</div><div></div><div>
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. Serves as a member advocate throughout the loan process. Funds loans and provides basic credit review counseling for members with declined loans. 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.</div><div></div><div>
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. Ensures optimal member engagement and a migration to appropriate delivery channels. 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.</div><div></div><div>
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:</div><div></div><div>
 Member Service Representative III (MSR II)&ndash;</div><div></div><div>
Option I: Licensed to assist members with life insurance and fixed annuities in conjunction with Wescom Financial Services (WFS).</div><div></div><div>
Option II: Licensed to assist members with property and casualty insurance products in conjunction with Wescom Insurance Services (WIS).</div><div></div><div>
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. Mentors other team members in skill development.</div><div></div><div>
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.</div><div></div><div>
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.</div><div></div><div>
Protects the Credit Union&rsquo;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.</div><div></div><div>
Communicates well both verbally and in writing, effectively shares information and ideas with others, and demonstrates good listening skills.</div><div></div><div>
Must have effective interpersonal skills in order to maintain positive and productive working relationships with others. 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.</div><div></div><div>
Ensures individual appearance reflects the desired level of professionalism. Maintains the physical environment of the branch according to Wescom standards.</div><div></div><div>
Maintains good attendance and punctuality in adherence with Wescom policy.</div><div></div><div>
EDUCATION, EXPERIENCE, SKILLS AND ABILITIES:</div><div></div><div>
High School graduate.</div><div></div><div>
Previous financial industry and customer service experience preferred.</div><div></div><div>
This job description in no way implies these are the only duties to be performed. The above job requirements represent the minimum levels of knowledge, skills and abilities. The marginal functions have not been included. An employee will be required to follow any other job-related instructions and duties as requested by branch management.</div><div></div><div>
REGISTRATION:</div><div></div><div>
Nationwide Mortgage Licensing System (NMLS) registration is required and must be maintained. Maintain licensing as Notary Public.</div><div></div><div>
COMPUTER SKILLS:</div><div></div><div>
Proficient in Microsoft applications (Word, Excel, Outlook). Must be proficient in technology applications including the Credit Union&rsquo;s operating system and specialized software required for performance of position.</div><div></div><div>
MATHEMATICAL SKILLS:</div><div></div><div>
Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to compute rates, ratios and percentages.</div><div></div><div>
PHYSICAL DEMANDS:</div><div></div><div>
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle or feel; reach with hands and arms, climb or balance, stoop kneel, crouch, crawl; talk or hear and taste or smell. The employee must occasionally lift and/or move up to 10 pounds. Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.</div><div></div><div>
WORK ENVIRONMENT:</div><div></div><div>
The work environment characteristics described here are representative of those an employee encounters while performing functions of this job.</div><div>
The noise level in the work environment is moderately quiet. It is a non-smoking environment.</div><div></div><div>
The above job requirements are representative of minimum levels of knowledge, skills, and abilities. The marginal functions have not been included. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</div><div></div><div>
This job description in no way implies that these are the only duties to be performed. An employee will be required to follow any other job-related instructions and duties as requested by the supervisor and/or management.</div><div>
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: Los Angeles, Orange, San Bernardino, Riverside, Ventura, Santa Barbara, San Diego, Imperial ,Fresno, Kern, Kings, Madera, Merced, Mariposa, Monterey, San Benito, San Joaquin, San Luis Obispo, Santa Cruz, Stanislaus and Tulare counties.</div></div>

Member Services Representative II - Ontario Branch (Ontario, CA)

Northrop Grumman Federal Credit Union

<div><div><div><div><div><div><div><div><div>Are you ready to launch your career? What better way for your career to take flight than at one of the most financially solid credit unions in the nation. As a not-for-profit financial institution, we do what we do for all the right reasons. We are owned by our members, and therefore our primary focus is helping our members fulfill their financial dreams&mdash;and it all starts with our employees.<p>
Our workforce reflects a team of diverse and creative individuals that are dedicated to working together, demonstrating a culture of inclusion and camaraderie to each other, and then giving our best to those that we serve. Come Join Our Team!</p><p><b>
Summary of Primary Functions</b></p><p>
Under supervision will be responsible for the promotion of credit union products and services to members either on the telephone or in person. Provides counsel to new and existing members in regards to the various credit union services with an emphasis on all current promotions. Performs assigned member transactions as required. Depending on location and branch volume, may be required to support other departments as needed up to 75% of the time, including but not limited to inbound and outbound member service phone calls.</p><p><b>
Requirements</b></p><p>
High school graduate or equivalent. This position requires qualified candidates to have a minimum of 2 years of previous member service experience, preferably with a CU/bank, and the ability to resolve routine member inquiries. The MSR I/II will be responsible for performing assigned tasks associated with the processing of member transactions as required. These transactions include, but are not limited to, receiving and disbursing funds in accordance with all credit union policies and procedures, processing mail transactions, and processing authorized account changes. A successful candidate will also have experience in processing lending transactions and new account openings.</p><p>
Successful candidates will have a successful record of accomplishment of working within established guidelines, managing multiple tasks, and consistently attending to defined priorities within each business day.</p><p>
Compensation and Job Title is commensurate with experience and may fall under the following pay ranges:</p><p>
MSR I - $23.07/hr to $25.00/hr</p><p>
MSR II - $25.87/hr to $27.00/hr</p><p>
Please note that the salary information is a general guideline only. Northrop Grumman Federal Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer.</p><p><b>
We perform thorough background checks including verification of previous employment, education, credit checks and pre-employment drug screening. Any discrepancies in reported dates, titles, or degree information may result in an employment offer to be withdrawn.</b></p><p>
NGFCU is an Equal Opportunity Employer</p><p><b>
Management reserves the right to change this position summary at any time according to business needs.</b></p></div></div></div></div></div></div></div></div><br>
Monday through Friday 8:00 am to 4:00 pm</div>

Member Service Representative I or II ( On-site)

Space Coast Credit Union

<div><p>At <b>Space Coast Credit Union (SCCU)</b>, our members are at the heart of everything we do. Since 1951, we&rsquo;ve been committed to delivering financial services founded on integrity and a people-first philosophy.</p>
<div>
As the<b> Indirect Sales Representative II</b> at either our<b> Baytree Headquarters, </b>you will be responsible for originating profitable, policy‑compliant auto loans through relationships with both prospective and existing auto dealerships. This role supports Credit Union growth by generating new memberships, meeting the needs of current members, and achieving established sales, service, and profitability objectives. The Indirect Sales Representative II builds, maintains, and services dealer partnerships in a manner that safeguards the Credit Union from risk while maximizing the value and effectiveness of our products and services for each dealer.</div><br>
<p></p>
<p><b>
Why Join SCCU?</b></p>
<ul>
<li><b>Member-Focused Mission</b>: Be part of a not-for-profit organization that reinvests in its members.</li>
<li><b>Hybrid &amp; Flexible Schedule Options: </b>This role is designated as mostly remote, with the majority of work performed on the road within assigned territories.</li>
<li><b>Career Growth</b>: We prioritize internal promotions and offer on-the-job training.</li></ul><br>
<p></p>
<p><b>
Indirect Sales Representatives II Key Responsibilities:</b></p>
<ul>
<li>Makes regular and effective business development calls to existing and prospective auto dealers for the purpose of gaining new business while providing a high level of quality service and sales delivery. Meets and/or exceed required call plan and loan goals for <b>assigned territory (Orange, Osceola, Lake, Seminole and Polk counties).</b></li>
<li>Provides dealers with thorough and complete education and training on SCCU processes to ensure efficient and timely loan decisioning and closing. Works with dealers to resolve process issues. Monitors current indirect business relationships to ensure that existing practices meet established SCCU standards</li>
<li>Researches, evaluates and monitors competitors programs. Reviews market share for the assigned territory in order to identify market trends and develop new products or programs. Recommends changes to existing programs to ensure that current programs meet market/dealer needs, remain competitive and limit risk.</li>
<li>Collaborates with Indirect processing and underwriting staff to ensure smooth and seamless processing of indirect loan requests. Makes recommendations for process changes as appropriate.</li>
<li>Maintains an effective communication flow between dealers and SCCU in order to create and maintain dealer goodwill, increase business and resolve conflicts. Encourages feedback on loan package and funding requirements.</li>
<li>Delivers effective sales presentations to targeted groups and/or potential or existing dealers, using visual sales tools and handout materials.</li>
</ul>
<p><b>Indirect Sales Representative II Requirements:</b></p>
<ul>
<li><p>3-5 years prior experience required in any combination of experience including financial services consumer or indirect lending sales, dealership representative with auto finance company, sales or finance manager at auto dealership.</p>
</li>
<li><p>High School diploma or equivalent required plus additional course work gained through attendance at vocational, technical or business school or equivalent experience. Associates/Bachelor&rsquo;s preferred.</p>
</li>
<li><p>Valid driver&rsquo;s license and clean driving record. Must provide own transportation and carry valid insurance on the vehicle.</p>
</li>
<li><b>The selected candidate will be assigned to Orange, Osceola, Lake, Seminole and Polk counties</b>.</li>
</ul>
<p><b>Indirect Sales Representative II Compensation</b></p>
<ul>
<li><b>Starting Salary: </b>$66,650 - $70,583/year plus monthly commission</li>
<li><b>Bonus Opportunity: </b>Eligible for ONE SCCU Annual Bonus.</li></ul><br>
<p></p>
<p><b>
Work Schedule</b></p>
<ul>
<li>Monday &ndash; Friday: 9:00 a.m. - 5:00 p.m.</li></ul><br>
<p></p>
<p><b>
SCCU Benefits
</b></p><ul><li><b>Health &amp; Wellness: </b>Medical, dental, and vision insurance, plus an Employee Assistance Program.</li>
<li><b>Financial Perks: </b>401(k) match (5%), HSA match, and SCCU-paid insurance (short/long-term disability, life insurance).</li>
<li><b>Education Support: </b>Tuition reimbursement after one year of service.</li>
<li><b>Generous Time Off: </b>20+ days of PTO, birthday PTO, and 11 federal holidays.</li>
<li><b>Exclusive Discounts: </b>Lower rates on loans, credit cards, and no fee SCCU accounts!</li></ul><br>
<p></p>
<p><b>
About SCCU</b></p>
<p>
Since 1951, <b>Space Coast Credit Union (SCCU)</b> has proudly served our community, growing to over 685,000 members and managing $9 billion in assets. With 67 branches spanning Florida&rsquo;s east coast, we are the third-largest credit union in the state. In 2025, we expanded into Orange County to better serve the growing East Orlando market.</p>
<p>
As a not-for-profit financial institution, SCCU is dedicated to putting our members first. Unlike traditional banks, we return profits to our members through better rates, lower fees, and enhanced services. While we offer the same financial products&mdash;like checking, savings, and loans&mdash;our focus remains on empowering our members and supporting their financial well-being. With local decision-making and a commitment to exceptional service, we strive to make a meaningful difference in the lives of those we serve.</p>
<p>
At SCCU, we also prioritize our team members by fostering a supportive and collaborative environment that encourages career growth and development. As we continue to grow, we are seeking talented, member-focused professionals to join our team and help deliver innovative financial solutions and outstanding service.</p><br>
<p></p>
<p><i>
I UNDERSTAND this application a legal document for purposes of your employment. Upon acceptance of an offer with SCCU, I UNDERSTAND that I will be required to complete background, employment verifications, and drug screening. I UNDERSTAND further that any misstatements or omissions in this application and pre-employment process can be considered falsification and will result in a decision not to hire me, or to discharge me if discovered after I am hired. I UNDERSTAND that the information requested regarding date of birth, race and sex is for the sole purpose of gathering the above information accurately, and will not be used to discriminate against me in violation of any law. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hired</i><b><i>.</i></b></p>
<p><i>
SCCU is a drug-free workplace. I understand that as a condition of my employment, I will be required to submit to any testing for the presence of drugs, and to submit to any procedure to assess my qualifications for employment. If hired, I ALSO AGREE that if I am hired, my employment is for no definite time and may be terminated at any time without prior notice.</i></p></div>

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