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Job · Westminster, CA · Part time

Member Care Representative I

Lbs Financial Credit Union · Public & Societal Benefit · $92M budget · 308 staff · Since 1935

Why Lbs Financial Credit Union

FY2024 · Form 990Its mission and biggest programs, as filed

Encourages members to save money and practice thrift.

  • Providing lending services to our member-owners at more attractive rates with lower fees. The lending products offered include: home loans, home equity loans, auto loans, motorcycle loans, visa Credit cards, personal loans, boat loans, and rv loans.
  • Providing deposit services for our member-owners with lower fees and attractive rates. The deposit services include: checking accounts, share savings, money market accounts, share certificates of deposit, iras, special occasion club accounts, and summer savings plans.

Before you apply

FY2024 · Form 990Independent: from IRS data, not the org
Pays its leaders
$161K–$710K
12 officers reported
Fine: from the org's Form 990.
Pt VII · Sec A
Budget
$83.2M
spent in FY2024
Fine: from the org's Form 990.
Pt I · Ln 18
Staff
308
employees
17 volunteers
Fine: from the org's Form 990.
Pt I · Ln 5–6
Surplus or deficit
+9%
of revenue, FY2024
Looks good: revenue was at least expenses in the latest filing.
Pt I · Ln 19
Cash reserves
39 mo
of spending, in cash and securities
Looks good: 39.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file
IRS status
501(c)(14)
tax-exempt since 1979
Looks good: listed by the IRS.
IRS BMF
Looks goodFineWorth a lookConcernTap a box for the reason.

About the role

The org's own posting, as written

Do you excel at delivering exceptional customer service while working in a fast-paced team environment? Do you pay careful attention to detail to ensure your work is accurate? We’d like to welcome a Member Care Representative I responsible for delivering an excellent Member experience to current and potential Members. They provide a high level of personal service by consistently delivering an extraordinary experience through our signature service, FACES (Friendly, Accurate, Courteous = Excellent Service).

The designation of the title Member Care Representative I has been established for an Employee who is entering into the financial services industry and one who is learning and developing in all of the basic job tasks of a teller. REQUIREMENTS & RESPONSIBILITIES The Member Care Representative I (MCR), is responsible for educating our Members on a variety of products and services the credit union offers. In addition to this, the MCR I will perform essential job functions as described within the MCR I Job Functions and Responsibilities in the attached job description. You will be working with Members and your teammates to meet and exceed individual and Credit Union goals.

The suitable candidate has a high level of ethics, good judgement, and common sense, while understanding the importance of following credit union policies and procedures. You must enjoy a fast-paced work environment and thrive on delivering quality customer service! Occasional business travel to/from the corporate office and coverage for other branches may be required.

QUALIFICATIONS

Excellent listening and communication skills. Demonstrated outstanding customer service skills. Ability to work in a fast-paced team environment. Previous experience providing product recommendations and referrals. Ability to handle multiple priorities simultaneously with a calm, friendly demeanor. Demonstrate detail orientation. Proven ability to consistently report to work, on time, as scheduled. Consistently demonstrates professional manner and attire. Ability to learn new systems, policies and processes quickly. Working knowledge of the Microsoft suite of office products. Previous experience with cash handling and balancing a cash drawer – preferred but not required.

Previous Teller experience preferred but not required. Requires a high school diploma or equivalent. 1 year of experience in customer service preferred.

BENEFITS & TOTAL REWARDS Critical Illness, Accident Insurance, and Hospital Indemnity Healthiest You Teladoc Services Employee Assistance Program PTO and Sick Time 401(k) and Roth(k) Retirement Plans Opportunity to qualify for fully funded Pension Plan Educational Reimbursement Paid Volunteer hours Loan discounts and free branch services Discount entertainment, movie tickets, travel, car rentals, and much more Wellness Benefits start 1st of the month following 30 days of employment PAY RANGE In accordance with California’s Pay Transparency Act, the expected salary range for this…

Read the full posting

About Lbs Financial Credit Union

From its Form 990

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