Member Service Specialist

## Description

JOB SUMMARY Delivers on University Credit Union’s core purpose of giving the University Community a financial edge by building and nurturing relationships and programs within designated authority. Delivers on University Credit Unions CHAMPION Values to engage in behaviors that create member loyalty. Provides information and promotes credit union products and services to build relationships. Processes transactions in the general areas of savings, loans, and auxiliary credit union services.  

Assists manager with chats, video banking and e-Services.

LOCATIONBranch Based Position

ABOUT UNIVERSITY CREDIT UNIONUniversity Credit Union (UCU) is a purpose-driven financial cooperative dedicated to providing everyone in the university community a financial advantage.

UCU was founded in 1951, on-campus, by a group of UCLA employees.  Over 70 years later, we continue to exclusively serve the university community and have expanded our reach beyond UCLA.  We continue to align ourselves with universities and have expanded our reach to numerous universities across California, the West Coast Conference, and the Big West Conference.

UCU’s focus has been diversifying and building a foundation for future growth.  By partnering with the university community, we can provide products and services tailored to their unique needs.  To best serve our member-owners, UCU delivers on our purpose, to give every member in the university community a financial advantage, by following our three key differentiators:

We were founded by the University Community for the University Community We provide conflict-free unbiased financial advice from certified professional coaches

We guarantee our rates on auto loans, credit cards, consumer loans, and HELOCs are ALL within the top 1% lowest nationwide of all federally insured financial institutions.

KEY DUTIES AND RESPONSIBILITIES
1. Demonstrate efficiency with financial transactions for checking, savings and borrowing.
2. customers: receives funds, posts transactions and pays out funds as requested.
3. Verbally confirm intended transactions with customer to assure needs are met and minimize redoing.
4. Issues Traveler's Checks and money orders, receives currency for coin and verifies amounts, processes the redemption of bonds, cashes checks according to written procedures.
5. Research, troubleshoot and resolve customer and internal inquiries regarding policies, practices and products.
6. Receives loan payments and savings deposits from customer, addresses inquiries on accounts, records amounts and dates of payments and other significant information, checks customer calculations and validates checks and/or counts cash payments.
7. Balances cash drawer daily to assure accuracy in transactions and notifies supervisor regarding any outages. Appropriately applying policies.
8. Create and maintain a clean, neat, pleasant work environment by maintaining a professional look (i.e. dress, posture, attitude, etc.), positive outlook and behavior toward customers and co-workers.
9. Assist other departments and branches with transactions as needed, provide support for the department and branch managers in fulfilling customer requests and merchant verifications.
10. Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.## Qualifications

KNOWLEDGE & SKILLS

Education/Certification:

A high school diploma or GED is required. Complete UCU certification requirements.

Required Knowledge :
Basic knowledge of Credit Union operations.

Experience

Required:

Six Months to two years of similar or related experience.

Skills/Abilities:
Excellent oral and written communication skills.
Well organized.
Attentive to detail.
Strong project management abilities.
Able to use related computer applications.
An independent thinker and self-starter.

Team UCU Benefits:

Investing in people is one of UCU’s strategic priorities and we invest in Team UCU by offering a variety of excellent benefits, in addition to being a great team to work with:

Competitive compensation

Work from anywhere options for select…