Job Description
Member Service Representative Burbank, CA
$23 - $28 per hour
Responsibilities:
Processing daily incoming and outgoing mail, which includes picking up and dropping off mail at the post office.
Process and manage member accounts and related transactions such as deposits (e.g., savings and checking), investment accounts (e.g., Certificates, IRAs, Trusts), account changes, and transactions (e.g., new membership).
Processing and managing member accounts (including dormant, inactive, deceased) and related transactions such as deposits (e.g., savings and checking), investment accounts (e.g., Certificates, IRAs, Trusts), account changes, and transactions (e.g., membership changes).
Scanning membership documents and adhering to the credit union's record retention policy and procedure.
Research large deposit notifications and extended holds, account verifications, loan corrections, wire transfers, and copy requests.
Processing levies and subpoenas in accordance to established timeframes.
Researching general inquiries from members and third parties (e.g. shared branches).
Processing wire transfers.
Process levies and subpoenas.
Basic Qualifications:
Education: High school diploma or GED
Experience processing trust and deposit accounts, IRAs, performing account maintenance, and wire transfers.
Experience in one or more of the following: banking, call center, and/or in a sales position. Minimum one year experience at a bank/credit union
Desired Skills and Experience
Member Service Representative
Burbank, CA
$23 - $28 per hour
Responsibilities:
* Processing daily incoming and outgoing mail, which includes picking up and dropping off mail at the post office.
* Process and manage member accounts and related transactions such as deposits (e.g., savings and checking), investment accounts (e.g., Certificates, IRAs, Trusts), account changes, and transactions (e.g., new membership).
* Processing and managing member accounts (including dormant, inactive, deceased) and related transactions such as deposits (e.g., savings and checking), investment accounts (e.g., Certificates, IRAs, Trusts), account changes, and transactions (e.g., membership changes).
* Scanning membership documents and adhering to the credit union's record retention policy and procedure.
* Research large deposit notifications and extended holds, account verifications, loan corrections, wire transfers, and copy requests.
* Processing levies and subpoenas in accordance to established timeframes.
* Researching general inquiries from members and third parties (e.g. shared branches).
* Processing wire transfers.
* Process levies and subpoenas.
Basic Qualifications:
* Education: High school diploma or GED
* Experience processing trust and deposit accounts, IRAs, performing account maintenance, and wire transfers.
* Experience in one or more of the following: banking, call center, and/or in a sales position. Minimum one year experience at a bank/credit union
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county , to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
Job Tags
Hourly pay,
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