Credit Union Member Relationship Specialist

University Of Southern California Los Angeles , CA 90009

Posted 2 weeks ago

USC Credit Union, a dynamic $700M credit union located throughout Los Angeles County, is looking for an experienced Member Relationship Specialist I for it's central branch team. This position reports directly to the Branch Manager/Supervisor and is responsible for building and fostering relationships with USCCU's members and potential members. The Member Relationship Specialist I gathers and analyzes member data at the time of each interaction to respond to inquiries and offer 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

  • Processing member transactions efficiently, accurately, and in a timely manner. Includes deposits and withdrawals, loan payments, new account application, and all related documentation

  • 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:

  • Possess a Bachelor's degree

  • Have a minimum of two years' 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

  • Be flexible with scheduling that may include occasional Saturday hours and weekday afternoon/evening hours

  • 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

USCCU offers a competitive salary and perhaps the best benefit package in the CU industry. We are a member-focused financial cooperative committed to becoming the preeminent financial services provider to the Trojan Family.

Fight On!!!

High school or equivalent Minimum Experience: 1 year Minimum Field of Expertise: Previous experience in sales, retail or financial institutions (operating in a sales-driven environment) with proven track record of meeting production/sales goals. Must be familiar with Word, Excel and Outlook. Demonstrated excellent interpersonal skills. Has effective organizational skills. Utilizes effective sales techniques with limited supervision. Able to consistently meet or exceed established performance goals in a financial services 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 histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring ordinance. 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.

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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$58019.htmld


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Credit Union Member Relationship Specialist

University Of Southern California