USC Credit Union, a dynamic $675 million credit union located throughout Los Angeles County, is looking for an experiencedÂ Member Relationship Specialist IIÂ for it's Digital Experience team. This position reports directly to the Branch Manager/Supervisor and is responsible for building and fostering relationships with USCCUâs members and potential members. The Member Relationship Specialist II gathers and analyzes member data at the time of each interaction to respond to inquiries and offer customized solutions using in-depth knowledge of USCCU products, services and technologies.
Responsibilities include, but are not limited to:
Consistently meeting established performance standards, service standards and sales goals
Developing and deepening member relationships by providing high-quality consultative service that identifies member needs and matches those needs with value-added USCCU products and services
Processing member transactions efficiently, accurately, and in a timely manner. Includes deposits and withdrawals, loan payments, new account application, lending applications, and all related documentation
Using credit scoring, sound lending practices and solid judgment to make lending recommendations or decisions
Participates in business development events and acts as a credit union ambassador both in and outside of the branch.
Ensuring compliance with all applicable laws, regulatory requirements, policies and procedures as they relate to USCCUâs products and services
Acting, on occasion, as a backup Member Relationship Specialist at otherÂ USCÂ CU locations/branches
âThe ideal candidate will:
Possess a Bachelorâs degree
Have a minimum of two yearsâ experience in financial institution sales and service with a proven track record of meeting production and sales goals
Be knowledgeable in Bank Secrecy Act,Â OFAC, US Patriot Act, Regulation CC and funds availability,Â GLBÂ and Member Financial Privacy,Â NCUSIF, and Truth in Savings
Be flexible with scheduling that may include occasional Saturday hours and weekday afternoon/evening hours
Possess a high sense of urgency, attention to detail, initiative and integrity
Have exceptional interpersonal, customer service and communication skills
Pass a pre-employment background and credit check
USCCU offers a competitive salary and perhaps the best benefit package in the CU industry.Â We are aÂ member-focused financial cooperative committed to becoming the preeminent financial services provider to the Trojan Family.
Minimum Education: High school or equivalentMinimum Experience: 2 yearsMinimum Field of Expertise: Previous experience in sales, retail or financial institutions (operating in a sales-driven environment) with proven track record of meeting production/sales goals. Must possess a minimum of one year consumer underwriting experience. Must be familiar with Word, Excel and Outlook. Demonstrated excellent interpersonal skills. Has effective organizational skills. Utilizes effective sales techniques with limited supervision. Able to consistently meet or exceed established performance goals in a financial services environment.
Internal Number: REQ20095027
USC is the leading private research university in Los Angeles—a global center for arts, technology and international business. With more than 47,500 students, we are located primarily in Los Angeles but also in various US and global satellite locations. As the largest private employer in Los Angeles, responsible for $8 billion annually in economic activity in the region, we offer the opportunity to work in a dynamic and diverse environment, in careers that span a broad spectrum of talents and skills across a variety of academic and professional schools and administrative units. As a USC employee and member of the Trojan Family—the faculty, staff, students, and alumni who make USC a great place to work—you will enjoy excellent benefits, including a variety of well-being programs designed to help individuals achieve work-life balance.