Member Services Representative
Company: Aston Carter
Posted on: September 17, 2022
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
- 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
- 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
- Proficient in communication
- Proficient in Microsoft Office Suite
- Previous financial industry and customer service experience
- 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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