Financial Services Representative-Chatsworth

As a Financial Services Representative, you will be the face of Logix Federal Credit Union (LFCU) and play a vital role in cultivating member relationships through exceptional service. Your primary focus will be to engage with both new and existing members, identifying their financial needs and guiding them toward the selection of suitable financial products. You will be the first point of contact for our members, ensuring a warm and welcoming environment that aligns with the Credit Union's commitment to superior Member Experience.

• Provides enthusiastic, professional, quality, prompt, and courteous service to members, prospective members, and the LFCU team.    
• Cultivates strong member relationships by providing exceptional service to both new and existing members while educating and helping them identify their financial needs, opening and maintaining new/existing accounts, and recommending suitable financial products that help them achieve their financial goals. 
• Executes daily operations of the Credit Union's Member Experience protocols according to established standards.            
• Proactively manages staff schedules and coordinates with the team to ensure adequate coverage during business hours and availability on the sales platform. This includes analyzing peak times and adjusting staffing as needed to meet member demand.     
• Contributes to the retail branch office sales goals by having a strong working knowledge of the comprehensive range of financial products.    
• Participates in business development activities to support branch sales efforts. This involves making outbound calls to introduce products and services, highlighting promotions, and providing information tailored to the member's specific needs.           
• Contributes to the profitable growth of the branch by participating in marketing campaigns, community events and member awareness seminars.        
• Processes member transactions such as deposits, withdrawals and requests for information efficiently, accurately, and promptly. 
• Performs teller and referral functions, processes fraud claims and reissues/re-pin's debit and credit cards.
• As directed, manages a cash drawer while adhering to assigned limits and policies. Ensures all related documents are completed accurately and their cash drawer is in balance daily.    
• Contacts members by phone using daily reports to assess their satisfaction. Addresses and resolves any questions or concerns raised by the members, and escalates complex issues to the appropriate person, manager, or department as needed.           
• Ensures compliance with all relevant laws, regulations, and Credit Union policies related to specific products and services, including but not limited to the Truth in Savings Act, Bank Secrecy Act, and Fair Lending Practices. Participates in staff development programs to support the Credit Union's commitment to continuous improvement in sales, service, quality, and teamwork     
• Must be adaptable and available to work at any branch location as needed, based on business requirements    
• Must reliably arrive to work on time, according to the scheduled hours.              
• Other duties as assigned.

Education

• Min/Preferred: Minimum
• Education Level: High School or GED          
• Description: Preferred-4 Year / Bachelors Degree

Experience

• Minimum Years of Experience: 1
• Preferred Years of Experience: 2      
• Comments: Minimum of 12 months of Current or Prior Banking Experience

Disclaimer

Logix Federal Credit Union is an equal opportunity employer that does not discriminate in employment opportunities or practices on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, protected veteran or disability status, or any other status protected by law.