Banking Operations Associate
AcornsSalary not specified
Sr. Member Service Officer (Floater) at First Entertainment Credit Union
Santa Clarita, California, United States
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Banking, Financial Services, Credit UnionIndustries
Requirements
- Ability to provide floater coverage across branches, primarily based in Santa Clarita but available for other community or lot branches as needed
- Full-time onsite availability reporting to the Branch Manager
- Personal accountability impacting expense control, profitability, business growth, and member satisfaction
Responsibilities
- Provide floater coverage for branches to ensure operational excellence
- Build member relationships meeting expectations and corporate standards for excellent service and performance
- Assist members with financial needs by identifying opportunities and recommending products/services like Money Markets, Certificates, club accounts, Trust, Coogan, HSA, IRA, Business, insurance, investments, and real estate products
- Actively promote marketing campaigns and promotions by educating members on benefits and making recommendations based on their financial needs
- Engage in follow-up communication with members, including outbound phone calls
- Assist and troubleshoot account matters such as fraud, errors, card issues, and compromises
- Accurately present information and perform tasks for memberships, accounts, and ancillary services
- Accept consumer loan applications, follow up on documentation, and close in-person consumer loans
- Educate and promote remote delivery channels to increase alternative channel usage
- Serve in dual control capacity for operational tasks, assist management with daily routines, operational requirements, and assigned duties
- Promptly and accurately complete required reports and records (e.g., timesheets, branch balancing reports, logs, manual tracking)
- Perform cold sales calls for new deposits/loans and sales calls to existing members for cross-selling to deepen relationships
- Assist management with daily routines, operational requirements, and other duties as assigned
Skills
Member Service
Customer Relationship Management
Account Maintenance
Product Sales
Financial Advising
Cash Handling
Referral Services
First Entertainment Credit Union
Member-focused financial services for entertainment industry
About First Entertainment Credit Union
First Entertainment Credit Union provides a variety of banking and financial services specifically designed for its members, primarily those in the entertainment industry, though membership is open to others as well. The credit union offers products such as term savings certificates, home equity lines of credit, debt consolidation loans, auto loans, and various insurance options. They also provide investment services and emphasize financial education through free webinars and online tools like financial calculators. Unlike traditional banks, First Entertainment Credit Union focuses on member satisfaction by offering lower rates and better terms, aiming to build long-term relationships with its members.
Los Angeles, CaliforniaHeadquarters
1967Year Founded
VENTURE_UNKNOWNCompany Stage
Financial ServicesIndustries
51-200Employees
Benefits
Health Insurance
401(k) Retirement Plan
Profit Sharing
Paid Vacation
Paid Sick Leave
Paid Holidays
Parental Leave
Professional Development Budget
Tuition Reimbursement
Wellness Program
Hybrid Work Options
Risks
Increased competition from digital-only banks and fintech companies.
Economic downturns in entertainment industry may affect members' financial stability.
Rising interest rates could decrease demand for loans and refinancing.
Differentiation
Focus on entertainment industry with tailored financial products and services.
Strong emphasis on financial education through webinars and seminars.
Partnerships with niche organizations like The Academy of Magical Arts.
Upsides
Growing demand for digital banking solutions enhances service accessibility.
Expansion of partnerships increases brand visibility and attracts new members.
Rising interest in financial wellness programs boosts member engagement.
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