Credit Union Member Relationship Specialist II

University Of Southern California Los Angeles , CA 90009

Posted 2 weeks ago

USC Credit Union, located steps from USC's University Park campus near Downtown Los Angeles, is looking for an experienced Member Relationship Specialist II for its fast-paced Call Center. This position works on-site and reports directly to the Call Center Manager and is responsible for building and fostering relationships with USCCU's members and potential members. The Member Relationship Specialist gathers and analyzes member data at the time of each interaction to respond to inquiries and offers customized solutions using in-depth knowledge of USCCU products, services and technologies.

Responsibilities include, but are not limited to:

  • Consistently meeting established performance standards, service standards and sales goals

  • Developing and deepening member relationships by providing high-quality consultative service that identifies member needs and matches those needs with value-added USCCU products and services

  • Using active, reflective, and empathic listening to triage member calls to assess member needs, and apply the proper protocol effectively and in a timely manner.

  • Processing member transactions/inquires coming through telephone channel efficiently, accurately, and in a timely manner. Includes deposits and withdrawals, loan payments, new account application, lending applications, and all related documentation

  • Using credit scoring, sound lending practices and solid judgment to make lending recommendations or decisions

  • Ensuring compliance with all applicable laws, regulatory requirements, policies and procedures as they relate to USCCU's products and services

  • Acting, on occasion, as a backup Member Relationship Specialist at other USC CU locations/branches

The ideal candidate will:

  • Have a minimum of one year experience in financial institution sales and service with a proven track record of meeting production and sales goals

  • Be knowledgeable in Bank Secrecy Act, OFAC, US Patriot Act, Regulation CC and funds availability, GLB and Member Financial Privacy, NCUSIF, and Truth in Savings

  • Possess a high sense of urgency, attention to detail, initiative, and integrity

  • Have exceptional interpersonal, customer service and communication skills

  • Pass a pre-employment background and credit check

Compensation:

The hourly rate range for this position is $20.57 - $24.00. When extending an offer of employment, the University of Southern California considers factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, key skills, internal peer equity, federal, state, and local laws, contractual stipulations, grant funding, as well as external market and organizational considerations.

Why USC Credit Union is a great place to work:

Minimum Education:

High school or equivalent

Minimum Experience:

1 year of customer service, sales, or retail banking experience.

Minimum Skills:

Demonstrated lending experience and knowledge of consumer loan products and services.

Excellent interpersonal, written and oral communication skills.

Demonstrated ability to work independently with minimal supervision and as a member of a team.

Ability to multi-task and build relationships in sales environment.

Demonstrated experience with office management software/tools (e.g. Google suite, Slack, Microsoft Excel).

Preferred Education:

Bachelor's degree in related field(s)

Preferred Experience:

3 years of customer service, sales, or retail banking experience or experience at a financial institution.

Preferred Skills:

Knowledge of various job-related regulations (e.g., Bank Secrecy Act, Regulation E, Gramm-Leach-Bliley Act).

USC is a smoke-free environment

USC is an equal opportunity, affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other characteristic protected by law or USC policy. USC will consider for employment all qualified applicants with criminal records in a manner consistent with applicable laws and regulations, including the Los Angeles County Fair Chance Ordinance for employers and the Fair Chance Initiative for Hiring Ordinance, and with due consideration for patient and student safety. Please refer to the Background Screening Policy Appendix D for specific employment screen implications for the position for which you are applying.

We provide reasonable accommodations to applicants and employees with disabilities. Applicants with questions about access or requiring a reasonable accommodation for any part of the application or hiring process should contact USC Human Resources by phone at (213) 821-8100, or by email at uschr@usc.edu. Inquiries will be treated as confidential to the extent permitted by law.

  • Read USC's Clery Act Annual Security Report
  • Affirmative Action and Equal Opportunity Plan
  • Pay Transparency Non-Discrimination
  • USC is an E-Verify Employer
  • Digital Accessibility

If you are a current USC employee, please apply to this USC job posting in Workday by copying and pasting this link into your browser:

https://wd5.myworkday.com/usc/d/inst/1$9925/9925$114561.htmld

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Credit Union Member Relationship Specialist II

University Of Southern California