Demo

Member Care Representative II - CSULB

LBS Financial Credit Union
Long Beach, CA Full Time
POSTED ON 2/16/2025
AVAILABLE BEFORE 4/15/2025

Do you have prior experience in a credit union or bank delivering exceptional service and completing financial transactions in an accurate and timely manner? 

 

We’d like to welcome a Member Care Representative II responsible for delivering an excellent Member experience to current and potential Members.  They provide a high level of personal service by consistently delivering an extraordinary experience through our signature service, FACES (Friendly, Accurate, Courteous = Excellent Service).

The designation of the title of Member Care Representative II (MCR) has been established for an Employee who is proficient in MCR I systems, procedures, and knowledge. This individual is more knowledgeable and experienced with more advanced system transactions and able to respond to more complex Member questions. The MCR II is in the learning and development phase associated with opening new Memberships (personal and minor accounts), card issuance and replacements, along with adding / opening sub accounts to existing Memberships.  In addition, this position will have the ability to have higher limits to analyze, review and approve checks and transactions within assigned Credit Union guidelines.

REQUIREMENTS & RESPONSIBILITIES 

The Member Care Representative II is responsible for educating our Members on a variety of products and services the credit union offers. This role is proficient in the MCR I Job Functions and Responsibilities. The MCR II will have mastered the essential job functions as described within the MCR II Job Functions and Responsibilities in the attached job description.

You will be working with Members and your teammates to meet and exceed individual and Credit Union goals. The suitable candidate has a high level of ethics, good judgement, and common sense, while understanding the importance of following credit union policies and procedures. You must enjoy a fast-paced work environment and thrive on delivering quality customer service! 

This is an on-site position primarily located at the CSULB branch. However, occasional travel to other branches for shift coverage, and to the Westminster corporate office for trainings or other employee events may be required.

QUALIFICATIONS

  • Excellent listening and communication skills.
  • Demonstrated outstanding customer service skills.
  • Ability to work in a fast-paced team environment.
  • Previous experience providing product recommendations and referrals.
  • Ability to handle multiple priorities simultaneously with a calm, friendly demeanor.
  • Demonstrate detail orientation.
  • Proven ability to consistently report to work, on time, as scheduled.
  • Consistently demonstrates professional manner and attire.
  • Ability to learn new systems, policies and processes quickly.
  • Working knowledge of the Microsoft suite of office products.
  • One year or more of previous experience is required with cash handling and balancing a cash drawer within a financial institution.
  • Requires a high school diploma or equivalent. 

BENEFITS & TOTAL REWARDS

  • Medical, Dental, and Vision
  • Paid Holidays and Accrued Time Off:  Vacation and Sick
  • Fully funded Pension Plan 
  • Voluntary 401(k) and Roth(k)
  • Insurance: Life, Accidental Death & Dismemberment (AD&D), and Long-Term Disability (LTD)
  • Travel Assist
  • Rewards and Recognition Program
  • Educational Reimbursement
  • Paid Volunteer hours
  • Loan discounts and free branch services
  • SmartDollar Financial Wellness benefit
  • Discount entertainment: movie tickets, travel, car rentals, and much more
  • Plus, a variety of additional voluntary benefits


PAY RANGE

In accordance with California’s Pay Transparency Act, the expected salary range for this position is between:

$20.50 -  $22.50

Actual pay will be determined based on a candidate’s specific qualifications, including their knowledge, skills, education and experience, internal equity consideration, as well as other job-related factors permitted by law.

Note: As part of our screening process, LBS Financial conducts background investigations on candidates who are extended an offer and who agree and authorize us to do so. This investigation will include:

 

  • Employment Verifications - Employment Dates & Job Titles
  • Credit Report
  • Criminal Records Search
  • Social Security Search
  • Governmental Registries Search 

 

Additionally, candidates must be eligible to be bonded through a fidelity bond to cover employee loss and risk.

 

For additional information about our Credit Union and to apply for this opportunity, please visit our website at www.lbsfcu.org/careers. EOE


Full-time 40 hours/week

Salary : $21 - $23

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