Br. Member Serv. Rep. IV

Position Summary:

LAFCU's Branch Member Service Representative IV provides excellent service to Members and Non-Members visiting branch/service center locations. Provides information and promotes credit union products and services to build relationships. Processes applications and transaction/service requests in the general areas of establishing/maintaining accounts (incl. Checking, Savings, Money Market, Holiday, Share Certificates, IRAs, Business Accounts, etc.), loan request (incl. applications, funding and closing), and auxiliary credit union services. This position is a full -time position and reports to the Branch Manager I/II at the employee’s assigned branch location.

Job Summary & Standards:

• Provides all essential functions and responsibilities of an MSR I-III Job Descriptions.
• Provides exceptional member service while answering questions and accurately opening new business and specialty account relationships (Business Checking, Trust Accounts, Revocable Trust Accounts, Guardianships, COOGAN, CUTMA, Conservatorships, Representative Payee, and Power of Attorney). Handles inquiries and transactions related to deceased account processing.
• Quotes rates, process, and fund 1^st Trust Deed, and Home Equity/ HELOC loans.
• May provide training for MSR II/III positions.
• Provides LAFCU and non LAFCU document notary services to members.
• Knowledge of regulatory guidelines including but not limited to real estate such as HMDA.
• May serve as back-up to the Contact Center “Queue 3” and Digital Branch Queue as needed.
• Performs other duties as assigned by Leads/Management. 

Qualifications & Opportunities: 

• High School diploma or equivalent is required. Ability to operate standard business 
• machines such as computer, printer, fax, copier and telephone devices.
• 2 years’ experience in banking operations.  One-year new accounts and one year loan interviewing experience in a financial institution preferred.  Knowledge of Negotiable Items, Security, Loan Interviewing, Loan Processing and Collections; basic real estate processing or equivalent educational classes.
• Friendly and professional. Excellent communication skills; sound judgment, attention to detail and ability to write. Thorough knowledge of all credit union services and programs. Knowledge of regulations relating to consumer credit and knowledge in basic real estate lending. Knowledge of new accounts, share certificates and teller experience. 
• 5 hours of sitting a day. Approximately 3 hours per day for the following activities: standing, walking, bending, squatting, carrying, pushing or pulling. Ability to lift up to 25 lbs. one hour per day. Fine dexterity and use of computer keyboards for long periods of time. Requires ability to use telephone system for extended periods of time. Visual skills for computer terminal, printers, calculator and credit union reports. Visual dexterity in the organization of financial records in chronological or alpha/numerical files. and hearing skills for phone use. Also requires repetitive use of hands.

 Salary:

• The minimum and maximum base salary range for this position is $27.78 to $41.14 in California. 
• The target starting base hourly rate is between $27.78 to $34.46. 

This compensation and benefits information is based on Los Angeles Federal Credit Union's good faith estimate as of the date of publication and may be modified in the future.

The starting base salary within the range will depend on a variety of factors that may include relevant prior experience and/or education, or skills and expertise.

LAFCU is an Equal Opportunity Employer. We are committed to building an inclusive and diverse workforce.