Member Service Representative


 

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Member Service Representa ve
Monterey Park

Non-Exempt

POPA Federal Credit Union is seeking a Member Service Representative I to join our Monterey Park Brach in Monterey Park, California. POPA Federal Credit Union is over $358 million in asset size. This is an onsite position reporting directly to the Monterey Park Branch Manager.

The Member Service Representative will serve as a liaison between the member and the Credit Union; provide account information by phone and/or in-person, as well as information on the full range of products and services; has the ability to identify and cross-sell multiple products and services, as deemed necessary by management. Regular travel between POPA FCU branches may be required to fill staffing needs; open accounts for members, interview, and professionally handle the members’ daily needs; provide a variety of transaction services to members including loan processing, closing, and disbursal.

Essential Job Functions:

  • Handel large call volume, while providing excellent member service at all times.
  • Assist members with a wide range of transactions, card issues, fraud disputes, general loan and account inquires in person, via telephone, mail and/or email.
  • Perform member transactions which include but are not limited to: posting deposits and withdrawals (including sizeable cash payments), check cashing, loan payments, transfers, insurance of Cashier Checks/Credit Union checks.
  • Balance cash, checks and perform all end-of-closing functions in accordance with Credit

Union policies and procedures.

  • Respond to members’ inquiries, request, and problems/complaints by resolving the issues directly and/or directing them to the appropriate person for specific information and assistance.
  • Open various new accounts and service existing accounts; set up new account files and provide members with all necessary information for membership.
  • Process member transactions efficiently, accurately, and in a timely manner including opening consumer loan applications, funding loans and completing all (required) related documentation. Responsible for the quality and accuracy of all worked performed.
  • Promote Credit Union products and services based on member’s needs that are obtained from member interviews and/or review member’s accounts; expectations include meeting minimum goals set by the department.
  • Maintain current knowledge of Credit Union’s products, services, and marketing promotions.
  • Travel to other POPA FCU branches as required, to fill staffing needs at all branch locations. Must have a valid driver’s license and own reliable mode of transportation.

Please visit at https://www.popafcu.org/about-us/about-us/careers for a full job description. If you are interested in applying, please submit your resume to hr@popafcu.org.

We offer competitive benefit packages including, but not limited to, health, dental and vision plans, retirement plan, life insurance, loan discount and tuition reimbursement…etc.

Job Type: Full-time

Pay: $20.16 - $30.23 per hour

Benefits:

  • 401(k)
  • 401(k) 5% Match
  • 401(k) matching
  • AD&D insurance
  • Bereavement leave
  • Dental insurance
  • Employee assistance program
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid sick time
  • Paid time off
  • Tuition reimbursement
  • Vision insurance

Experience level:

  • 1 year

Physical setting:

  • Office

Schedule:

  • 8 hour shift
  • Monday to Friday

Ability to commute/relocate:

  • Monterey Park, CA 91754: Reliably commute or planning to relocate before starting work (Required)

Education:

  • Associate (Preferred)

Experience:

  • Cash handling: 1 year (Preferred)
  • Banking: 1 year (Preferred)
  • Customer service: 1 year (Preferred)
  • Credit Union: 1 year (Preferred)

License/Certification:

  • Driver's License (Preferred)

Work Location: In person

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