What do we do? We get your resume seen, prepare you for the interview, and get you a job offer! Addvantage Credit Union Staffing was founded in 2002, and exclusively staffs credit unions. We have helped thousands of candidates around the country get their foot-in-the-door at top credit unions and we are most proud of our high placement rate! Thank you for considering the following position in your job search!

Title: Member Service Representative – Contact Center

Location: Brea, CA

Type: Full-time, temp-to-hire

Pay: $18.60-23.25/hr

Branch Hours: Monday – Friday: 9:15am – 6:00pm

Responsibilities:

• Open new accounts, checking, certificates and shares by inputting information from member in Xpress Account system. Send membership and other required documents through Docusign system, along with all tracking in PRISM.
• Process transactions on Savings, Checking, Money Market, and Certificates, credit cards and loans. 
• Meet Member Acquisition and Growth Strategy (MAG) guidelines and expectations.
• Responsible for quoting deposit rates, loan payoffs, and instructions for stop payments on ACH and drafts.
• Research and resolve issues with Home Banking, Bill Pay and other electronic services. Access to verify if corporate checks have cleared through Moneygram.
• Perform outbound calls for the purpose of Member retention, membership development, pre-approvals, cross-sell additional products and services to existing members.
• Respond knowledgably and courteously to Member questions, concerns and general inquiries about credit union benefits and services, providing advice and assistance to support continued Member loyalty and retention of business; either by phone, or via web chat.
• Utilize the MAG process to provide advisory services in assisting the Members to choose the products that best meet their needs and assisting the department in achieving its cross-selling goals.
• Utilize PRISM at all points of contact to assist in meeting Member’s needs and expectations. Including documenting every incoming call, and tracking every product or service sold.
• Maintain a high level of understanding of all credit union products including GAP, Debt Protection, and Insurance.

Requirements:

• 1 year of call center experience within a credit union or bank
• Previous new accounts and loan product experience
• High school graduate or equivalent required
• Excellent communication and member service advisory skills.
• Proficient computer skills with working knowledge of word processing and spreadsheet software.
• Attention to detail and accuracy.