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Location

Santa Ana, CA | United States

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Job description

**Job Summary:**
The Member Service Representative 2 is responsible for providing exceptional service to credit union members by handling their financial and loan-related transactions accurately and efficiently, either in person or over the phone. They will also assist members in maximizing the profitability of their business relationship with the credit union and work towards meeting service and sales goals.

**Essential Duties and Responsibilities:**

• Process 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.
• Answer member questions regarding credit union products, services, and general credit union policies in a friendly and courteous manner, both in person and over the phone.
• Input loan applications, follow up on loan decisions, and fund loans.
• Balance to computer-generated totals within the required timeframe.
• Follow credit union policies and procedures to minimize exposure to loss or fraud.
• Meet or exceed assigned performance standards and goals regarding member utilization of credit union products and services.

**Secondary Duties and Responsibilities:**

• Stay informed about credit union products, services, procedures, new developments, and competitors' products.
• Continuously develop knowledge in sales and service, technical skills, and professional growth through available internal and external resources.
• Demonstrate proficiency and ability in core competencies as periodically required.

**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 related experience and/or training or equivalent combination of education and experience.
- Language Ability: Ability to read, interpret, and communicate effectively using documents such as safety rules, operating and maintenance instructions, procedure manuals, and routine reports. Ability to speak effectively before groups of customers or employees. Must be bilingual in Spanish.
- Math Ability: Ability to perform basic arithmetic operations and interpret numerical data.
- Reasoning Ability: Ability to solve practical problems and handle a variety of concrete variables with limited standardization.
- Computer Skills: Proficient in 10-key, Word, Excel, Outlook, and internet browsing. Symitar knowledge is preferred.

**Work Environment:**
- Primarily indoor office work with a quiet to moderate noise level.
- Occasional work outside the office.
- Occasional local travel.
- Position requires working on Saturdays.

**Physical Demands:**
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. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

• Occasionally lift and/or move up to 10 pounds.
• Specific vision abilities required include close vision.
• Regularly required to talk or hear.
• Regularly required to stand, walk, sit, use hands to finger, handle, or feel, and reach with hands and arms.
• Occasionally required to stoop, kneel, crouch, or crawl.

**Pay Range:**
$22-24 per hour.

Location: In-Branch, Santa Ana, CA 92799

Equal Opportunity/Affirmative Action Employer:

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 protected classification under applicable federal, state or local law. This applies to all terms, conditions, and privileges of employment, including recruitment, hiring, assignment, training, promotion, compensation, evaluation, discipline, and discharge. For more information, please view the link provided.

Eagle Community Credit Union values the contributions of our diverse workforce, including those with disabilities. We comply fully with the Americans with Disabilities Act (ADA) and other applicable federal, state, and local laws. We are committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you are an individual with a disability and require reasonable accommodation during the employment selection process, please get in touch with [email protected]. This email is created exclusively to assist disabled job seekers who cannot apply online due to their disability. Only messages left for this purpose will receive a response.

Benefits:

• Medical
• Dental
• Vision
• Life Insurance
• Flexible Spending Account
• 401(k) Matching
• Paid Time Off
• Training Provided
• Tuition Reimbursement

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Job tags

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Salary