Sr. Member Service Officer (Culver City)

• →Build member relationships which meet the expectations of members and defined corporate standards for excellent member service and work performance.
• →Assist members with their financial needs by identifying opportunities and needs to effectively offer products, services or referrals, such as Money Markets, Certificates, and club accounts. Can include more complex accounts such as Trust, Coogan, HSA, IRA, Business, and real estate products.
• →Actively promote marketing campaigns and promotions by educating members of their benefits and value and making recommendations based on the members’ financial needs.
• →Engage in follow-up communication with members regarding their requests, including outbound phone calls.
• →Engage in assisting and troubleshooting account matters, such as account fraud, account errors, and card issues and compromises.
• →Accurately present information and perform tasks associated with memberships, accounts, and ancillary services offered by the Credit Union.
• →Accept consumer loan applications, follow up with members on documentation and close in-person consumer loans. Educate and promote remote delivery channels to members to increase alternative channel usage.
• →Serve in a dual control capacity for operational tasks to ensure adequate controls are maintained where appropriate while assisting management with daily routines, operational requirements, and other assigned duties.
• →Promptly and accurately complete required reports and records, such as timesheet recordings, branch balancing reports, branch logs, and manual report tracking.
• →Perform cold sales calls to generate new deposits and loans and sales calls to existing members to cross-sell Credit Union products and services to deepen current relationships.
• →Assist management with daily routines and operational requirements and other duties as assigned.

At First Entertainment, your role, and every role, is essential to fulfilling our Mission, “We build lifelong relationships with the people of the entertainment and creative industries based on a deep understanding of how they live and work,” and living our Core Values: Members First, Ownership, Integrity, Innovation, Inclusivity, and One Team. We expect all teammates to uphold these principles in everything they do.  

• High school graduate or equivalent required. Work-related experience or related college degree preferred.
• A minimum of three (3) years of applicable experience as a Member Service Representative/New Accounts at a full-service financial institution.
• Proven success at exceeding goals or cross-sell expectations.
• Cash handling experience required.
• Prior experience as a vault custodian preferred.
• Excellent customer service, problem-solving, conflict resolution, organization, and sales skills.
• Solid knowledge of Credit Union products and services, procedures and guidelines, and field of membership requirements.
• Thorough knowledge of regulations applicable to essential responsibilities.
• Proficiency in office equipment and MS Office products.
• Prior experience in Symitar highly preferred.