University of Southern California
Credit Union Member Relationship Specialist II
University of Southern California, Los Angeles, California, United States, 90079
Credit Union Member Relationship Specialist II
USC Credit Union is looking for an experienced
Member Relationship Specialist II
for its Digital Experience team. This position reports directly to the Digital Experience Manager and is responsible for responding to prospective and existing members through digital channels, including building and fostering relationships with USCCU's members and potential members. The Member Relationship Specialist II 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 applications, lending applications, and all related documentation.Using credit scoring, sound lending practices, and solid judgment to make lending recommendations or decisions.Participating in business development events and acting as a credit union ambassador both in and outside of the branch.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.Compensation:The hourly rate range for this position is $20.57 - $24.50. 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:Medical through USC Network, Blue Cross, and Kaiser.Dental.Vision.Dependent Care and Health Care Flexible Spending Accounts (FSAs).Retirement with up to 10% employer contributions.Tuition reimbursement.Paid Time Off (PTO) including up to 24 vacation days (based on tenure), 12 sick days, 9 paid holidays, 1 paid personal day, 4 paid winter recess days, paid bereavement, and paid jury duty.Life and voluntary insurance benefits.WorkWell Center that provides programs, resources, and services to benefits-eligible staff and their dependents.Other generous perks and discounts.Minimum Education:
High school or equivalentMinimum 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 a 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).REQ20153719
Posted Date: 08/22/2024
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USC Credit Union is looking for an experienced
Member Relationship Specialist II
for its Digital Experience team. This position reports directly to the Digital Experience Manager and is responsible for responding to prospective and existing members through digital channels, including building and fostering relationships with USCCU's members and potential members. The Member Relationship Specialist II 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 applications, lending applications, and all related documentation.Using credit scoring, sound lending practices, and solid judgment to make lending recommendations or decisions.Participating in business development events and acting as a credit union ambassador both in and outside of the branch.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.Compensation:The hourly rate range for this position is $20.57 - $24.50. 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:Medical through USC Network, Blue Cross, and Kaiser.Dental.Vision.Dependent Care and Health Care Flexible Spending Accounts (FSAs).Retirement with up to 10% employer contributions.Tuition reimbursement.Paid Time Off (PTO) including up to 24 vacation days (based on tenure), 12 sick days, 9 paid holidays, 1 paid personal day, 4 paid winter recess days, paid bereavement, and paid jury duty.Life and voluntary insurance benefits.WorkWell Center that provides programs, resources, and services to benefits-eligible staff and their dependents.Other generous perks and discounts.Minimum Education:
High school or equivalentMinimum 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 a 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).REQ20153719
Posted Date: 08/22/2024
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