Retail Operations Officer (Temp)

First Entertainment Credit Union is looking for a temporary Retail Operations Officer responsible for delivering an excellent member service experience to its current and potential members. The Retail Operations Office is responsible for building member relationships through individual efforts by educating and advising members about First Entertainment products and services.

 

The ideal candidate will contribute to the Credit Union's key results by displaying personal accountability through impacting expense control, positively affecting profitability, influencing business growth, and exceeding member satisfaction expectations. Additionally, the Retail Operations Office will perform a variety of direct member contact functions to effectively meet the needs of members, including but not limited to paying and receiving functions, performing advanced account maintenance services, recommending and selling the Credit Union's products and services while ensuring to maintain confidentiality and security of member information.

 

This position is a temporary position for the purpose of leave coverage and will report to the Retail Operations Support Manager. The length of this opportunity is expected to be between 3 to 4 months with a possibility of extension, if needed.  The minimum and maximum salary range for this position is $23.96 to $35.94 in California. The target starting good-faith hourly rate is between $23.96 and $29.95.

 

 

         Provide floater coverage for the branches to ensure operation excellence.

         Is responsible for building member relationships which meet the expectations of members and defined corporate standards for excellent member service and work performance.

         Assist members with their financial needs by identifying opportunities and needs to effectively offer products, services or referrals, such as Money Markets, Certificates, and club accounts. Can include more complex accounts such as Trust, Coogan, HSA, IRA, Business, insurance, investments, and real estate products.

         Actively promote marketing campaigns and promotions by educating members of their benefits and value and making recommendations based on the members' financial needs.

         Engage in follow up communication with members regarding their requests, including outbound phone calls.

         Engage in assisting and troubleshooting account matters, such as account fraud, account errors, and card issues and compromises.

         Accurately present information and perform tasks associated with memberships, accounts, and ancillary services offered by the Credit Union.

         Accept consumer loan applications, follow-up with members on documentation and close in-person consumer loans. 

         Educate and promote remote delivery channels to members to increase alternative channel usage.

         Serve in a dual control capacity for operational tasks to ensure adequate controls are maintained where appropriate, while assisting management with daily routines, operational requirements, and other assigned duties.

         Promptly and accurately complete required reports and records, such as timesheet recordings, branch balancing reports, branch logs, and manual report tracking.

         Perform cold sales calls to generate new deposits and loans and sales calls to existing members to cross-sell Credit Union products and services to deepen current relationship.

         Assist management with daily routines and operational requirements and other duties as assigned.

At First Entertainment, your role and every role are essential to our Mission [We build lifelong financial relationships with the people in entertainment based on a deep understanding of how they live and work], Core Values [ Members First + Ownership +Integrity + Innovation + Inclusivity + One Team], and we expect you to uphold them.

 

 

         High school graduate or equivalent. Work-related experience or related college degree preferred.

         A minimum of three (3) years of applicable experience as a Member Service Representative/New Accounts at a full-service financial institution, experience in a comparable position, or proven success in a customer service-oriented position.

         Proven success at exceeding goals or cross sell expectations. Cash handling experience required.

         Excellent customer service, problem solving, conflict resolution, organization, and sales skills.

         Stellar communication skills both verbally and written.

         Thorough knowledge of Credit Union products and services, procedures and guidelines, and field of membership requirements.

         Possess thorough knowledge of regulations applicable to essential responsibilities.

         Knowledge of how to use a personal computer and MS Office products on a daily basis (Word, Excel, Outlook), and Symitar for Windows (Epysis). 

-Rich healthcare benefits and retirement plans, including profit sharing opportunities.

-Market competitive pay and bonus earning potentials.

-Generous time off plans, including PTO, Sick time, holidays, Volunteer Time off, Paid Parental Leave and more.

-Robust Learning and Development programs to support personal and professional growth.

-Tuition and Education reimbursement program up to $5,250 annually.

-Commitment to DEIB (Diversity, Equity, Inclusion and Belonging) and opportunities to help make an impact on the communities.

-Employee-only financial readiness offerings (discounts on loan rates and fee waivers).

-Various stipends and accommodations to support an agile work model.

-Meaningful wellness programs through CALM subscription and employer-paid EAP as well as Fitness Reimbursement.

-Unlimited referral bonus earning potential up to $5,000.

-Team building and cross functional events throughout the year, and more!

Who We Are  

Named one of the top 10 Credit Union in California by Forbes, First Entertainment Credit Union has been the financial ally since 1967 for the creators of entertainment and those who support them. With more than 2.1 billion in assets and over 90,000 members, we are constantly looking for talents to help us build a high trust, high performance and workplace of choice culture while growing our business.   As a teammate, you will enjoy an inclusive workplace culture and an employer-of-choice environment.

 

At First Entertainment Credit Union we believe Your Story Matters and that includes our members, employees, community, and those interested in joining our growing team. 

 

First Entertainment Credit Union supports Pay Transparency   and considers many factors, such as your experience, skills, certification, location, job grade while determining your compensation package. Pay decisions are also guided by our financial means as well as analyzed against our internal equity. We are committed to competitive pay and offer benefits in accordance with our compensation philosophy.

First Entertainment Credit Union is also an Equal Opportunity Employer committed to a diverse and inclusive workforce. Applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), age, sexual orientation, national origin, marital status, parental status, ancestry, disability, gender identity, veteran status, genetic information, other distinguishing characteristics of diversity and inclusion, or any other protected status regulated by law. If you need any reasonable accommodation to complete this application, please contact our People Operations team at  FirstEntPeopleOps@firstent.org .