Recent Searches

You haven't searched anything yet.

4 relationship manager i virtual concierge Jobs in los angeles, ca

SET JOB ALERT
Details...
Los Angeles Police Federal Credit Union
Los Angeles, CA | Other
$70k-91k (estimate)
1 Month Ago
Member Relationship Representative I
$70k-91k (estimate)
Other | Banking 1 Month Ago
Save

Los Angeles Police Federal Credit Union is Hiring a Member Relationship Representative I Near Los Angeles, CA

Job Details

Job Location: Brewer Branch - Los Angeles, CA
Position Type: Full-Time Non-Exempt
Education Level: High School
Salary Range: $26.88 - $33.60 Hourly
Travel Percentage: Negligible
Job Shift: Any

Description

Los Angeles Police Federal Credit Union has proudly served law enforcement employees and their families since 1936. To enhance the quality of life for the law enforcement community by serving as a trusted partner, we provide rewarding financial solutions through exceptional service.

Position Summary 
We are seeking a Member Relationship Representative I, with 3-5 years of experience to join our team, who advocates daily to enrich our members financial lives. This is an in -person position, Monday through Friday located in the Brewer/Inglewood branch. 
The Member Relationship Representative is the face of the credit union and is responsible for providing accurate, professional, and prompt member service while presenting a variety of financial opportunities. This position requires a great deal of flexibility in executing all branch functions and engaging in high levels of interaction with our members. It is essential that the representatives in this role maintain knowledge on all related products, services, and promotions to effectively create additional opportunities based on our member’s needs. As a member of the branch team, this position is responsible for demonstrating our quality service standards while supporting the credit unions mission, core values and long-term objectives.

What You’ll Do
• Act as a point of contact for our members and deliver personalized service with enthusiasm and positivity.
• Perform sales, service, and operational functions in the branch. 
• Process transactions promptly, accurately, and efficiently to include deposits, transfers, withdrawals, opening and/or performing maintenance on new accounts, IRA’s CD’s, loans, wires, etc. in accordance with credit union policies, procedures, and regulatory requirements.
• Proactively builds, develops, and maintains relationships with members. Educates members on ways to utilize our products and services to enhance their financial futures.
• Evaluate member loan requests and make sound loan decisions utilizing designated lending authority. Offer protection products and options to enhance loans while following established policies.
• Provides advice and assistance to members on budget counseling, consolidations, pay methods and other areas relating to member’s financial needs. 
• Acts as a champion for our partners and proactively promotes solutions appropriate to meet their financial needs. 
• Perform notarial acts. 
• Reconcile Coin Machine and TCR 
• Assist with, or preform, monthly, quarterly, & semi-annual audits. 
• Perform member account research, audits, adjustments. 
• Perform opening and end of day procedures. 
• Answer and manage incoming calls. 
• Balance branch totals and maintain branch vault cash. 
• Demonstrate excellent attention to detail and sound judgment. 
• Ability to work in a fast paced, goal-oriented environment. 
• Must be an effective team player and be able to communicate clearly and effectively.

Qualifications


Experience 

  • 3 to 5 years of customer service, sales or retail banking experience required. 
  • Experience in a financial institution recommended, including lending and new accounts. 

Education 

  • High school diploma, GED or equivalent required. 

  • Associate degree in a related field preferred. 

Interpersonal Skills 

  • Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.

  • Competencies required for this role include but are not limited to: 

  • Member focus 

  • Approachability 

  • Drive for results 

  • Decision quality 

  • Perseverance 

  • Composure 

  • Self-development

Other Skills 

  • Demonstrated excellent verbal/written communication and organizational skills. 

  • Demonstrate effective sales skills. 

  • Must be knowledgeable in rules and regulations applicable to credit unions. 

Certificates, Licenses, Registrations 

  • If driving for company business, must have a valid California driver’s license and proof of current insurance coverage.

  • Valid Notary Public certificate.

Language Skills 

  • Fluent English language skills required. Ability to read, analyze, explain and interpret complex documents and concepts. Ability to respond effectively to complex inquiries or complaints.

Computer Skills 

  • Personal computer advanced level literacy in various Microsoft Office applications and the internet. 

Physical Demands: These are the general physical demands that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

This is an office-based position involving primarily non-manual labor. Reliable, predictable, on-time attendance is essential. The employee will spend most of the working time sitting, standing or walking, including significant time using computers. Position requires repetitive hand movements; the daily ability to focus on several tasks at one time, analyze data and draw conclusions, distinguish paper money denominations and other financial instruments, accurately perform mathematical computations, analyze and explain complex information, communicate constantly with others in person, over the phone, and via electronic communications, and calmly and professionally communicate with members who are upset or angry. The position may include occasional lifting of up to 10 lbs.

At LAPFCU, we support diversity, and we are an equal opportunity workplace.

Job Summary

JOB TYPE

Other

INDUSTRY

Banking

SALARY

$70k-91k (estimate)

POST DATE

04/03/2024

EXPIRATION DATE

06/02/2024

WEBSITE

lapfcu.org

HEADQUARTERS

VAN NUYS, CA

SIZE

100 - 200

FOUNDED

1936

CEO

TYLER E IZEN

REVENUE

$10M - $50M

INDUSTRY

Banking

Related Companies
About Los Angeles Police Federal Credit Union

LAPFCU is an established and highly-reputable credit union with several locations across the greater LA Metro area, and we view our talented associates as the secret to our success. Our Mission is simple: To enhance the quality of life of our members by serving as a trusted partner, providing rewarding financial solutions through truly exceptional service. To help us retain and reward our amazing colleagues, we offer exceptional compensation & benefits packages that include an aggressive base salary (our goal is to pay above market, with opportunities for annual increases), an annual discretio ... nary bonus plan for associates at all levels, two fully-paid employee medical plan options (plus coverage for other medical, vision and dental plan benefits) and contributions to our retirement plans that are SIGNIFICANTLY above the norm for any company despite their industry (not to mention other fun perks like fully-stocked snack bars, snacks sent to our remote colleagues, virtual employee game nights, and a heavy focus on paid learning & development opportunities). To put it bluntly: We invest intentionally and heavily in our associates and it shows; our average tenure is over 10 years. To learn more about the Los Angeles Police Federal Credit Union, including how to become a member or to find a list of our open positions, please visit our website at http://www.lapfcu.org/ More
Show Less

Show more

Full Time
$82k-107k (estimate)
1 Month Ago
Los Angeles Police Federal Credit Union
Full Time
$70k-88k (estimate)
3 Months Ago
Los Angeles Police Federal Credit Union
Other
$57k-70k (estimate)
3 Months Ago