Sr Floater Member Service Representative - Los Angeles County and Ventura

## Sr Floater Member Service Representative - Los Angeles County and Ventura County Apply:
Pasadena, CA:
Full time:
Posted Yesterday:
W03029
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** We value and rely on the unique talents and contributions of our employees to absolutely excel in member engagement by Delivering Signature Experience.
** Salary Grade:155NSalary Pay Range for This Position:$29.26 - $42.47
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* POSITION SUMMARY:

** The Sr. Floater Member Services Representative serves as a lead for peers and branch staff, supporting branch administration management at multiple branch locations with daily operations, onboarding of newer team members, and providing continual training of Floater Service Representatives and branch staff as needed. Acts as an information resource for policies, procedures, and process implementation including complex transactions (e.g., IRAs, Trusts, Member Disputes, etc.).

Champions new technology implementations and continuous process improvement initiatives and effectively communicates to branch staff. Provides consultative member service options, deepens member relationships, and supports branch goals. Assists the branch in assessing processes and provide suggestions to remove, enhance or streamline daily operations in support of Wescom’s core value of continuous improvement.

Assists Branch Administration Management and Branch Management in fostering a culture within the branch that reinforces optimal member service, teamwork and collaboration, financial discipline, operational integrity, process improvement and efficiency. Leads and trains staff in conducting consultative needs-based conversations with members that lead to performing transactions, establishing memberships, shares, loans and offering products and services that meet the member’s needs.  Trains staff in completing necessary documents and performing data entry of records in compliance with audit requirements.

Assists members in establishing memberships, loan accounts and services, share accounts and savings services, completing necessary documents and performing data entry of records in compliance with audit requirements. Processes transactions for members and is responsible for engaging new and existing members to deepen their relationships with the Credit Union. Completes applications for home equity products and makes referrals for first mortgage real estate services, wealth management and insurance services.

Assists with marketing and business development efforts to support new member acquisition, member onboarding, member retention and engagement via Wescom’s Mobile Branch, community outreach and advertising events.
** ESSENTIAL POSITION FUNCTIONS:
** Consistently provides a high level of service and is committed to increasing member satisfaction. Demonstrates adherence to the Branch Administration and Branch Service Standards in addition to enforcement and modeling of Wescom’s Core Ideology.
Assumes personal accountability for maintaining high service standards and operational excellence throughout the branch. Promotes advocacy and takes personal responsibility to ensure that member issues are handled expeditiously. Focus on delivering the Wescom Experience and achieving successful results with the Net Promoter and Transactional Surveys.

Creates an environment that supports teamwork and collaboration, within the branch and organization.

Maintains knowledge of products and services. Performs day-to-day transactions for members including, but not limited to deposits, withdrawals and transfers. Answers member inquiries and provides information…