Demo

Service Delivery Representative II

SchoolsFirst Federal Credit Union
Tustin, CA Full Time
POSTED ON 3/19/2025
AVAILABLE BEFORE 4/3/2025

We're always looking for diverse, talented, service-oriented people to join our exceptional team.

Service Delivery Representative II

The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.

Pay Range : 20.67 - $28.94

Scheduled Weekly Hours :

What You'll Be Doing

Serve the Membership by supporting multiple contact channels, primarily via telephone and by providing World Class Personal Member Service on every contact, while completing transactions or providing information on Credit Union products and services.

  • Serving the Membership over the telephone by processing Member transactions and providing product and service information, while supporting multiple call queues. This includes but is not limited to :
  • May communicate with Members using electronic correspondence.
  • Assisting the department by completing projects and reports.
  • Providing suggestions for streamlining department and credit union operations.
  • Assisting the department with the training of new and existing team members and serves as a role model.
  • Advocate for our Members and be willingly to escalate calls as appropriate and or solicit help as needed.
  • Delivering World Class Personal Member Service professionally and efficiently, while contributing to department goals on Quality Control and Contact Center service objectives.
  • Maintains confidentiality of credit union and Member records.
  • Performing various file maintenance including processing requests for a change of address, check orders, and ordering ATM cards, etc.
  • Informing Members of credit union promotions and / or new products and services.
  • Performing advanced research on accounts and identifies and corrects Member account problems.
  • Having a working knowledge of credit union savings and loan products and all services.
  • Providing consultative services to Members regarding credit union products and services by assessing the Member's needs and addressing their concerns by gaining agreement.
  • Providing additional area of expertise on one or more advanced queues, such as loans, retirement, real estate, foreign language or e-services queue.
  • Demonstrating empathy to our Member's needs on each and every Member interaction.

Additional Job Functions

  • Performs other duties as assigned
  • Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions
  • Qualifications

  • High School Diploma or GED required
  • 1-3 years of previous related experience required
  • Knowledge, Skills, and Abilities

  • Concentrates on caller
  • Listens without interrupting
  • Asks questions to clarify and verify information
  • Recaps transaction to ensure understanding
  • Identifies essential information
  • Enters information quickly
  • Displays expected level of accuracy
  • Summarizes transaction clearly and concisely
  • Uses correct terminology
  • SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring

    At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.

    SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.

    This organization participates in E-Verify.

    Salary : $21 - $29

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