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Member Services Representative

Company: Aston Carter
Location: Riverside
Posted on: September 17, 2022

Job Description:

Direct Placement Pay Rate $21.00-$28.00 based on experience Travel from location to location within your city/county will be required (mileage for travel will be paid)Full time position with benefits medical, dental, vision, 401k match up to 8%Position Overview: The Floater Member Services Representative II works at multiple locations throughout Wescom's field of membership in varying branches. Assists members in establishing memberships, share and loan accounts, and related products and services by conducting interviews, completing necessary documents and performing data entry of records in compliance with audit requirements. Processes transactions for members and frequently serves as the initial point of contact between the Credit Union and the members. Promotes optimal member engagement by providing specific, accurate and timely information to members regarding Credit Union products and services.Responsible for educating members regarding current marketing promotions, for engaging new members to become Signature Members within their first 120 days of joining the Credit Union, and for engaging existing members to deepen their product and service usage with the Credit Union. Completes applications for equity products and makes referrals for insurance services, investment services and first mortgage real estate services.Key Areas of Responsibility:

  • Consistently provides a high level of service and is committed to increasing member satisfaction. -
  • Maintains knowledge of products and services. -
  • Performs day to day transactions for members including, but not limited to deposits, withdrawals and transfers. -
  • Processes applications for consumer loan products, including but not limited to auto loans, credit cards, share secured loans and unsecured lines of credit. -
  • Answers member inquiries and provides information in accordance with Credit Union policies and procedures for statement requests, stop payments, fraud claims, insurance of accounts, and other deposit account-related needs.
  • Assists members with savings products, including checking and certificate accounts, money market accounts and Individual Retirement Accounts.
  • Remains proficient in the legal aspects of accounts (e.g. trusts, fiduciary accounts, Power of Attorneys, etc.). -
  • Targets and achieves individual goals and supports branch goals.
  • Contributes to Wescom growth through needs-based sales and service skills to match services to member needs. -
  • Makes referrals for insurance services and investment services to Wescom Insurance Services and Wescom Financial Services.
  • Maintains proficiency in technology applications across all channels including the operating system and ancillary systems. Actively promotes and demonstrates technology to members.
  • Contributes to organizational efforts in process improvement.Qualifications:
    • Proficient in communication
    • Proficient in Microsoft Office Suite
    • Previous financial industry and customer service experience preferred.
    • Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals.
    • Ability to compute rates, ratios and percentages.
    • High School Diploma required

      About Aston Carter:
      Please Note: Scammers are posing as Aston Carter. We'll never contact you via Gmail, Telegram, or WhatsApp and we'll never solicit money from you.
      At Aston Carter, we're dedicated to expanding career opportunities for the skilled professionals who power our business. Our success is driven by the talented, motivated people who join our team across a range of positions - from recruiting, sales and delivery to corporate roles. As part of our team, employees have the opportunity for long-term career success, where hard work is rewarded and the potential for growth is limitless.
      Established in 1997, Aston Carter is a leading staffing and consulting firm, providing high-caliber talent and premium services to more than 7,000 companies across North America. Spanning four continents and more than 200 offices, we extend our clients' capabilities by seeking solvers and delivering solutions to address today's workforce challenges. For organizations looking for innovative solutions shaped by critical-thinking professionals, visit Aston Carter is a company within Allegis Group, a global leader in talent solutions.
      The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
      If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 888-237-6835 or email for other accommodation options. However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting. The Recruiter is the sole point of contact for questions about this position.

Keywords: Aston Carter, Riverside , Member Services Representative, Other , Riverside, California

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