Account Services Representative II bei LBS Financial Credit Union
LBS Financial Credit Union · Westminster, Vereinigte Staaten Von Amerika · Onsite
- Junior
- Optionales Büro in Westminster
Are you an enthusiastic team player with the knowledge and passion to meet our member’s needs?
We’d like to welcome an Account Services Representative II responsible to support the Account Services department’s operational functions. This individual is dedicated to meeting our Member’s financial needs and meeting individual and Credit Union specific goals.
JOB REQUIREMENTS & RESPONSIBILITES:
- Review and process ATM/Mobile deposits with further follow up on verification of checks with maker or payor bank; with a focus on balancing loyal Member relationships while protecting the Credit Union from potential fraud losses.
- Ability to exercise independent judgment and approve large deposited checks within their approved limits and remove check holds.
- Awareness of the appropriate level of internal controls related to fraud prevention and detection within the Credit Union.
- Basic knowledge of IRA’s
- Basic knowledge of handling of Deceased Accounts
- Balance and replenish the Westminster ATM.
- Ability to process loan payments via Lockbox, Verification of Deposits and run manually processed items via Bluepoint IP Capture.
- Ability to open basic membership accounts and modify/update accounts.
- Ability to answer Member questions with professionalism; investigates, and refers to others for resolution. Competently and timely respond to Member correspondence and telephone calls including assisting with stages 1&2.
- Assist with daily distribution of incoming USPS mail.
Please see full Job Description.
EDUCATION & EXPERIENCE PREREQUISITES:
- High school diploma or general education degree (GED).
- A minimum of six months related experience within a financial institution or previous cash handling experience preferred.
- Ability to read and comprehend instructions, correspondence and memos. Ability to write basic correspondence. Ability to present information in one-on-one in small group situations to members and other employees of the organization.
- Ability to add, subtract, multiply and divide in all units of measure, using whole number, common fractions, and decimals. Ability to compute rate, ratio, and percent, and to draw and/or interpret different types of graphs and charts.
- Ability to apply common sense understanding to carry out instructions furnished in written, verbal, and diagram form (charts and graphs).
- Ability to deal with minor problem solving and provide solutions.
- To perform this job successfully, an individual is in the initial development stage learning the features and functions of the USERS system. Some basic use of Microsoft Office i.e. Word and Excel.
- Ability to work well with members, co-workers, and supervisors.
- Acceptance and willingness to handle responsibility.
BENEFITS & TOTAL REWARDS
- Medical, Dental, and Vision
- Paid Holidays, Sick Time, and PTO
- Defined Benefit Pension Plan
- Voluntary 401(k) and Roth(k)
- Insurance: Life, AD&D, LTD
- Travel Assist
- Rewards and Recognition Program
- Educational Reimbursement
- Paid Volunteer hours
- Loan discounts and free branch services
- Discount entertainment: movie tickets, travel, car rentals, and much more
- Plus, a variety of additional voluntary benefits
PAY RANGE
In accordance with California’s Pay Transparency Act, the expected salary range for this position is between:
$20.00 - $22.99
Actual pay will be determined based on a candidate’s specific qualifications, including their knowledge, skills, education and experience, internal equity consideration, as well as other job-related factors permitted by law.
Note: As part of our screening process, LBS Financial conducts background investigations on candidates who are extended an offer and who agree and authorize us to do so. This investigation will include:
- Employment Verifications - Employment Dates & Job Titles
- Credit Report
- Criminal Records Search
- Social Security Search
- Governmental Registries Search
Additionally, candidates must be eligible to be bonded through a fidelity bond to cover employee loss and risk.
For additional information about our Credit Union and to apply for this opportunity, please visit our website at www.lbsfcu.org/careers. EOE
Monday - Friday 8:00 AM to 5:00 PM
Full-Time - 40 Hours/Week Jetzt bewerben
