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First Entertainment Credit Union Senior Member Services Officer - Santa Monica in Santa Monica, California

Job Summary

As a Sr. Member Services Officer at our Santa Monica branch this role will have the opportunity to deliver 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.

Company Overview

At First Entertainment Credit Union (http://www.firstent.org) we believe that every story matter - 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 $1.8 Billion in assets. Today, First Entertainment is the financial ally for the creators of entertainment and those who support them.

First Entertainment is a member-owned, not-for-profit, cooperative financial institution formed to permit our members to pool their savings, lend to one another, and a place where they save, borrow, and obtain related financial services.

The Credit Union seeks talented individuals who are passionate about member service and teamwork, have a deep sense of respect and integrity for co-workers and members and are also driven to pursue excellence in all that they do.

  • Actively promote marketing campaigns and promotions by educating members of their benefits and value and making recommendations based on the members' financial needs including outbound phone calls.

  • Capable of handling all Credit Union processes and transactions including lending, teller and new account services, etc.

  • Assist with account maintenance and troubleshooting account matters, such as account fraud, account errors, and card issues and compromises.

  • Must meet minimum sales production goals.

  • Accurately maintain control and responsibility for cash drawer and perform monetary transactions such as deposits, withdrawals, payments, advances, transfers, and the sale of negotiable items.

  • Actively promotes and opens other accounts such as Money Markets, Certificates, Trust, Coogan, HSA, IRA, Business, etc.

  • May complete new accounts audits under management supervision.

  • High school graduate or equivalent. Work -related experience or related college experience preferred.

  • A minimum of three or more years of applicable experience as a Member Service Representative/New Accounts at a full-service financial institution, experience in a comparable position, or proven success in a customer service oriented position.

  • Proven success at exceeding goals or cross sell expectations. Cash handling experience required.

  • Possess excellent customer service and sales skills.

  • Possess excellent communication skills both verbally and written.

  • Possess thorough knowledge of Credit Union or consumer banking products and services, procedures and guidelines, and field of membership requirements.

  • Ability to read, speak, and write clearly to convey information in a courteous and effective manner.

  • Possess good interpersonal skills to communicate and represent the Credit Union positively with members, co-workers and management.

  • Pays close attention to detail, ensuring accuracy and completeness of work output.

  • Excellent organization and follow-up skills

  • Flexible and adaptable to change. The Credit Union operates Monday-Saturday.

  • Knowledge of how to use a personal computer and MS Office products on a daily basis (Word, Excel, Outlook), and Symitar for Windows (Epysis).

First Entertainment is an Equal Opportunity Employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. First Entertainment is committed to providing employees with a work environment free of discrimination and harassment. If you are in need of reasonable accommodation to complete this application, please contact First Entertainment's HR Department at hr@firstent.org.

Job ID: 2021-1156

External Company URL: https://www.firstent.org/

Street: 2425 Colorado Ave.

Work Remote: Sometimes

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