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 Assistance Center Representative

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

Duties:

JOB SUMMARY

The MAC provides a critical role in providing information, support and problem resolution to our members and staff on electronic products and services.

KEY RESPONSIBILITIES

Provide assistance to staff and members on all electronic services. Troubleshoot member access issues and reset passwords.
Verify the accuracy of Virtual Branch Home-Banking services set up by branch personnel. Monitor member usage and delete inactive accounts.
Respond to members’ inquiries regarding electronic transactions. Research and resolve problems. Interact with third-party vendors as necessary.
Maintain an up-to-date knowledge of all electronic services. As necessary, provide product documentation and updates to staff.
Process verification and posting of all member wires.
Ensure all electronic communications and voicemails are responded to in a timely manner. This includes both internal and external communications.
Process eStatement enrollment and de-enrollment requests from members. Review and resolve bounced eStatement notifications. Correspond with members to resolve discrepancies. Respond to members' inquiries regarding eStatement fees. De-enroll inactive accounts.
Perform back office support of Share Certificate program regarding the member renewal/maturity instructions, ensuring those certificates secured as collateral for loans are maintained.
Balance electronic daily activity (ATM, Zelle, Share Branching, etc.) in accordance with procedures. Research and process any adjustments when necessary.
Process mobile deposits and ACH origination, revocation and change requests. Maintain spreadsheets and store reports as necessary.
Process all ACH and share draft exceptions in accordance with established guidelines.
Ensure all credit and debit card applications are accurately set up on the appropriate systems. Process balance transfer requests.
Ensure all fraud cases for debit and credit card transactions are resolved timely
Process or verify all Payroll Distribution/Transfer Files requests submitted by members or branch personnel.
Responsible for ordering and distribution of all supplies.

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.

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 two years 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 service.
Ability to work independently and as part of a team.
Self-motivated with a strong initiative and ability to manage multiple tasks.
Strong knowledge and understanding of financial products and services.
Advanced problem-solving and decision-making capabilities.
Must have basic keyboarding and data entry skills, including a working knowledge of Outlook, Word, and Excel.
Dependable and detail-oriented.
Intermediate mathematical skills (calculations and concepts involving decimals, percentages, fractions, etc.).