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Financial Service Representative I ($17.00-$19.00)

Company: First Entertainment Credit Union
Location: Burbank
Posted on: August 16, 2019

Job Description:

At First Entertainment Credit Union, we believe that every story matters - that includes our members, employees, community, and those interested in joining our growing team. The Credit Union has served its members since 1967 and has grown to manage over $1.5 Billion in assets. Today, First Entertainment is the financial partner for the creators of entertainment and those who support them.

We are looking for talented individuals who are passionate about member service and teamwork, have a deep sense of respect and integrity for their co-workers and our members and are also driven to pursue excellence in all that they do. We are constantly aiming for higher goals that depend upon growth-minded individuals who share our core values and vision.

If you are looking for a workplace where you can make a positive impact for our members and opportunities for advancement, read on!

The individual will be responsible for delivering an excellent member service experience to current and potential members. They will be responsible for building member relationships through individual efforts by educating and advising members about First Entertainment products and services.

Responsibilities:


  • Responsible for the effective and efficient performance of quality service and sales to the members.
  • Actively identify opportunities to effectively cross-sell products and services that meet member needs.
  • Accurately present information and perform tasks associated with opening and closing various account types offered by the credit union.
  • Accurately present information and perform tasks associated with the processing and funding of various consumer loans offered by the credit union.
  • Accurately perform monetary and file maintenance transactions, such as account record changes, transactions associated with new deposit accounts, loan transactions, and wire requests.
  • Actively resolve member's requests, inquiries, questions, or problems in a timely and professional manner.
  • Actively follow up on new and pending accounts and applications.
  • Serve in a dual control capacity for operational tasks to ensure adequate controls are maintained where appropriate. Dual control can be associated with card issuance systems.

    Experience:

    • High school graduate or equivalent. Work-related experience or related college degree preferred.
    • Must have 2 years call center experience in the financial services industry.
    • Up to two years experience as a multi-skilled Teller or Member Service Representative at a full-service financial institution or experience in a related position in a related field. Proven success at exceeding goals and/or sales expectations.
    • Possess good customer service and sales skills.
    • Possess good communication skills both verbally and written.
    • Possess thorough knowledge of regulations applicable to essential responsibilities.
    • Ability to read, speak and write clearly to convey information effectively.
    • Possess good interpersonal skills to communicate and represent the Credit Union positively with members, co-workers and management. A significant level of trust and diplomacy required, in addition to courtesy and tact.
    • Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusion or approaches to regular and customary
    • problems.
    • Problem-solving skills to effectively research, investigate, and offer solutions to various issues that are relatively simple in nature.
    • Excellent organization, planning, and follow-up skills.
    • Able to use good judgment daily within scope of authority. Decisions are limited and customarily made as recommendations.
    • Flexible and adaptable to change.
    • Able to handle multiple tasks, responsibilities and/or projects.
    • Knowledge of how to use a personal computer and MS Office products on a daily basis (Word, Excel, Outlook), and Symitar for Windows (Epysis)
    • Ability to resolve inter-personal conflict and miscommunications.


      0

      Job Posted by ApplicantPro

Keywords: First Entertainment Credit Union, Burbank , Financial Service Representative I ($17.00-$19.00), Accounting, Auditing , Burbank, California

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