Account Services Representative I

Overview

Position Summary

You will be responsible for expanding and maintaining the credit union's relationship with members by opening new accounts and providing related phone support to members and employees.

Position Duties and Responsibilities

To succeed in this position, you must be able to satisfactorily perform common occurrences of each of the following under direct supervision from your manager:

• Receive a moderate volume of incoming member and employee support calls on a daily basis.

• Open, maintain and perform quality assurance reviews on new accounts.

• Assist with Individual Retirement Account (IRA) and deceased member paperwork and related transactions.

• Educate and cross-sell members on the credit union's product and service offerings that can help them meet and exceed their financial needs.

• Collaborate seamlessly with colleagues across departments and branches to deliver optimal and efficient service to our members. Uphold a standard of professionalism actively fostering positive relationships internally and externally.

• Develop and maintain a comprehensive understanding of the credit union's products and services, ensuring compliance with applicable Federal and State laws, Credit Union banking regulations, and OE Federal Credit Union's policies and procedures and current promotions.

• Perform other related duties as assigned.

Position Qualifications and Skill Requirements

• High School Diploma/ GED required.

• Excellent interpersonal, verbal and written communication skills required.

• Proficiency with Microsoft Word, Excel and Outlook preferred.

• Bilingual in English and Spanish preferred.

Physical Requirements

• Physical activities include a combination of constant sitting and hand motion, and occasional standing and walking. These activities are not necessarily performed to the same degree and combination every day.

• Must be able to repetitively use a telephone and a computer mouse and keyboard.

• Must be able to occasionally lift, carry, push or pull up to 10 lbs.

A list of some of the benefits we offer:

• We emphasize a work/life balance

• Medical, dental and vision benefits that cover the employee, spouse and dependents

• Retiree medical benefits

• A defined benefit Pension Plan with employer contributions of $3.50/hour

• Life Insurance/AD&D

• 11 ½ Paid Holidays per year

• 17 days of Paid Time Off (PTO) to start

• A 401(k) plan

• Employee loan discounts

• Casual dress code

Salary Range: $19.09 - $27.08

OE Federal Credit Union offers competitive compensation. The offered salary considers experience, education, training, internal peer equity, job location and other business considerations when extending an offer. The salary outlined is based on working in Livermore, California. The salary range will adjust to the applicant's work location.

Are you ready to join our team?

If you think this job is the right fit for your, fill out our on-line application. Our application is pretty simple - you upload your resume and answer a few job-related questions. Once you have completed the application, your information will be sent to our Human Resources team instantly.