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Service Delivery Representative III

Job in Tustin, Orange County, California, 92681, USA
Listing for: SchoolsFirst FCU
Full Time position
Listed on 2026-02-16
Job specializations:
  • Customer Service/HelpDesk
    HelpDesk/Support, Customer Service Rep
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
.Service Delivery Representative III page is loaded## Service Delivery Representative IIIremote type:
Onsite locations:
Tustin, CAtime type:
Full time posted on:
Posted 8 Days Agojob requisition :
JR105253

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

Service Delivery Representative IIIThe 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:**$24.20 - $35.09
** Scheduled Weekly

Hours:

** 40

What You’ll Be Doing To serve as our Members' first channel of choice along with eServices, Chat, and Secure Message channels for their financial needs, to be there for our Members when they are unsure how to proceed, and to be there for them when other channels are unable to support their needs. Our job is to be ready and willing to consistently provide World-Class Personal Service on each and every contact.
* Handle Member inquiries by leveraging knowledge and resources about various different products, services, processes, procedures, and policies. Navigate the internal support website to provide solutions and drive calls efficiently. Identify and collaborate with the appropriate support departments to ensure timely resolution of issues.
* Suggest ways that our Members can easily access and manage their accounts. Proactively identify ways to help make their lives easier by sharing the benefits of different channels to increase convenience, ease of use, efficiency, or any additional assistance our Member may need. Understand which benefits are important to our Members and suggest personalized options for Members to better access and manage their accounts.
* Perform account transactions and requests with accuracy, ensure your Members’ needs are met by clearly answering all their questions, and seeking out assistance as needed.
* Maintain the confidentiality of Credit Union and Member records.
* Protect the security of our Members’ accounts by properly identifying Members and listening for indications of Member impersonators and/or fraudsters before conducting transactions.
* Work independently while fostering strong team relationships by sharing knowledge, resources, trends, and best practices with team members.
* Navigate various technology systems, work with multiple computer screens, and adapt to evolving software and technology enhancements.
* Perform advanced research on Member accounts with problem-solving to identify and correct Member concerns with following-through to resolution.
* In-depth knowledge of our products and services to make recommendations which may be of benefit to our Members. Explain benefits in a manner that supports Member understanding and includes promotions and financial education resources.
* Effectively de-escalate calls using care, compassion, and empathy to provide options and seek guidance from specialty departments or advanced support.
* Works independently to problem solve, take initiative, use good judgement for decision making within prescribed limits.
* Advocate for Members with an ability to uncover and understand the true need being expressed, to evaluate and propose viable resolution.
* Assist with department projects, support service initiatives, creating training resources, and provide improvement opportunities for processes or functions.
* Serve as a mentor for new team members by providing peer coaching and beneficial feedback, sharing best practices, assisting with training, modeling the way, and actively recognizing others.
* Areas of Responsibility:
* Advanced knowledge of account fraud transactions
* Dispute and fraud card claim intake
* Advanced knowledge of credit card functions, interfacing with multiple complex systems.
* Advanced knowledge of debit card functions, interfacing with multiple complex…
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