Member Services Representative II
Parsons Federal Credit Union
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- Location
- Pasadena, CA
- Work style
- On-site
- Job type
- Full time
- Posted
- Oct 22
- Today
Career path
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About the company
Parsons Federal Credit Union
Financial Services · 11 to 50 employees
Parsons Federal Credit Union is made up of member-owners who take pride in where they bank. We have proudly served the financial needs of Parsons Corporation, its affiliates, and their family members since 1975.
What you'll do
- The role involves providing excellent member service by assisting with loans, accounts, and financial products while meeting sales goals.
- Responsibilities also include resolving member inquiries, managing complex transactions, and ensuring compliance with banking laws and regulations.
What you need
- The position requires some experience in a financial or customer service environment.
- Candidates must be capable of handling various banking tasks and maintaining professional relationships with members.
Key skills
Member serviceFinancial advisingSalesAccount managementLoan processingIRA administrationFraud resolutionNotary servicesACH transfersWire transfersRegulatory complianceBanking productsCustomer education
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ROLE
Responsible for providing excellent member service and maintaining strong professional relationships. Assists members with new loans and products, open accounts, advises of the status of accounts, furnishes information on loans, products, fees and services. Courteously and promptly resolves member questions and problems or properly refers them to appropriate personnel. May advise on more complex products. Very likely to have sales goals.
MAJOR DUTIES AND RESPONSIBILITIES
WeightDescriptionEssential20%Open various new accounts, process necessary information and educate the members as to services/products available as a result. (For example, Visa check card, online banking, automated teller, etc.)
20%Actively serves as a financial advisor and is accountable for sales outcomes.
20%Assist with wide variety of member services including open/close Shared Certificates, assist customers with checkbooks, manages outgoing wires, other items such as, solve fraud issues, notary, close accounts, etc.
10%Explain and expedite the opening, closing, transfer, and rollover of IRA certificates.
10%Set up auto transfers and sign up customers for ACH transfers and wires.
10%Assist members with opening CD’s and educate customers as to penalties, earnings, etc.
5%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.
5%Main the pod as necessary.