Job Type
Full-time
Description
*Please review your application to ensure completion. Incomplete applications may not be considered. *
GCEFCU is seeking an enthusiastic and friendly individual to be our Membership Coordinator.
The Membership Coordinator plays a crucial role in shaping each member's experience in our Pasadena lobby, ensuring exceptional service for both internal and external members. This position will directly support all functions of the Membership and Lending Departments along with other departments as needed.
The schedule for this position is M-F 8:00am to 5:00pm, and Saturday's 9am to 12pm.
Essential Functions & Responsibilities:
- Welcomes members and visitors to the Credit Union; provides routine information concerning services, online banking, stop payments, printing of bank statements; and directs members to appropriate department for specific information and service. Work with members to complete Fraud Packets, and processes daily Debit/Credit Card orders.
- Performs a variety of miscellaneous clerical tasks including verification of deposits for the membership, assemble membership packets, receive, and distribute daily mail, general typing, filing, and computer input.
- Responsible for the daily opening and closing of the branch. Allow 2nd Floor access to employees and non-employees (vendors, maintenance workers).
- Keep vault organized and update by eliminating outdated or unnecessary materials, destroy or transfer to inactive storage according to the file maintenance guidelines and/or legal requirements. Keep records of materials removed using logbooks.
- Ensures that the proper documents are completed when a member rents a safe deposit box and that a periodic payment is set-up for the annual rental fee. Clocks member in and out of boxes. Maintains inventory.
- Responsible for monitoring the two Lobby areas to ensure they remain neat and inviting for members. Reports maintenance concerns and areas needing attention immediately.
- Responsible for ordering and re-ordering checks for members. Communicates with vendor about check order problems.
- To achieve or exceed the established sales and service goals through building of member relationships and educating members about credit union services.
- Responsible for compliance with the Bank Secrecy Act and all governmental regulations and Credit Union Policies and guidelines. Responsible for complying with Federal Rules and Regulations as required by NCUA.
- Other duties as assigned as may be required from time to time that are commensurate with this position.
Requirements
- Bilingual English/Spanish highly preferred.
- Good public relations and communications skills.
- Must be friendly, courteous and charismatic, able to multi-task, and handle the stress of a busy front desk and lobby.
- Must be proficient on a keyboard and have a basic knowledge or experience in using PC based Windows applications (Outlook, excel, word).
- Must be good with detail to deal with numbers and names.
EOE Disabled/Veteran