People Helping People - That's The Credit Union Way

Join our team at Beach Municipal FCU! We're looking for passionate individuals who want to make a difference in the lives of our members. Founded in 1970 by dedicated City employees, we’ve grown into a full-service financial institution while staying true to our values of exceptional service. Here, you’ll find a supportive environment and valuable resources to help you thrive in your career.

Job Openings: Member Services Coordinator I

Announcement Number:	Member Services Coordinator I
Location of Position:	Beach Municipal FCU
Salary:	Hourly/Non-exempt
Days:	Monday-Saturday
Hours:	Varies — based on hours of operation

Duties:

JOB SUMMARY

The Member Service Coordinator I (MSC I) plays a crucial role in delivering exceptional service to our members. This position involves processing financial transactions, opening new accounts, recommending suitable Credit Union products and services to address financial needs, and resolving issues related to member accounts. This position requires working in the Member Services area and on the Teller Line on a rotating basis. This position reports to the Branch Manager.

KEY RESPONSIBILITIES

Teller Line

Processes both basic and advanced transactions for members and guest members, including deposits, withdrawals, transfers, payments, cash advances, cashier’s checks, gift cards, and other teller functions with accuracy and in accordance with our policy and procedure guidelines.
Has proficient knowledge of check hold policies with the ability to make check hold decisions.
Maintains operational integrity of personal cash drawer, TCR, and vault, adhering to all balancing and audit policies and procedures.
Serves as back-up Vault Custodian as needed.

Member Services

Opens new accounts, including Checking, Savings, and Money Markets, while ensuring proper documentation and compliance with Credit Union policies.
Provides support to existing accounts (e.g., setting up/modifying Transfer Files, processing Stop Payments, converting accounts).
Provides information to current, new, and potential members concerning membership eligibility, account types, loan products, services, and member benefits.
Actively listens to members and offers appropriate products and services to enhance their financial well-being, aiming to increase cross sales and referrals.
Proactively reaches out to current members through follow-up calls to enhance relationships and retain membership.
Answers incoming calls and Member Service emails in a professional, timely, and courteous manner.
Researches and investigates inquiries and concerns regarding member accounts and provides timely resolution.

Compliance and Administration

Completes all required paperwork and data input accurately, in compliance with Credit Union policies and procedures.
Understands the Credit Union’s financial goals and strategic direction.
Stays updated on Credit Union products, services, and compliance regulations, ensuring adherence to established standards and guidelines.
Understands all security and responsibilities of the departments within the Credit Union.
Supports the day-to-day operations and efficiencies of the branch.

Performance and Training

Consistently meets or exceeds performance goals as established by management.
Meets all internal training requirements for this position, annually.

Additional Functions

Attend meetings, training courses, and seminars.
Perform clerical support duties as necessary.
Assist in other departments as necessary.
Performs other functions as required.

Requirements:

Skills, Knowledge, and Experience

Minimum: High school diploma or equivalent.
Minimum of one year member/customer relations experience, Credit Union or financial institution preferred.
Excellent member service and effective verbal and written communication skills.
Strong cross-selling skills.
A commitment to providing exceptional member