Processes transactions for members and frequently serves as the initial point of contact between the Credit Union and members. Promotes optimal member engagement by providing specific, accurate and timely information regarding Credit Union products and services in addition to actively referring members to all Wescom products and services when appropriate.
Responsible, for engaging new and existing members to deepen their relationship with the Credit Union, including applications for home equity products and referrals for first mortgage real estate services. ESSENTIAL POSITION FUNCTIONS: Consistently provides a high level of service and is committed to increasing member satisfaction by
consistently taking a consultative approach during all member interactions. Demonstrates adherence to the Branch Service Standards in addition to the enforcement and modeling of Wescom s Mission Statement, Vision, Core Values and Team Attributes.
Promotes advocacy and takes personal responsibility to ensure member issues are handled properly and resolved at the first point of contact. Focuses on delivering the Member Experience and achieving successful results in the Member Experience Surveys. Regularly serves members with Platform and Teller activities including but not limited to: Providing consistent support to both the Platform and Operations as determined by business needs, may be
required to assist in both areas daily as assigned by Branch Management Remaining proficient and knowledgeable in all changing technologies available to members to create an Omni-channel experience.
This includes but is not limited to all mobile, contact and online banking services. Conducting wellness calls from lists including pre-approvals, new member engagement and other assigned lists Actively responding to inquiries from members, departments and Branch Management in a timely manner Actively and consistently identifying Wescom product and service referral opportunities and working closely with all branch business partners and specialists Actively identifying, referring and assisting members with auto/personal loan and credit card pre-approvals offers Consistently identifies, mitigates and reports potential fraudulent activity Produces high quality, accurate work with minimal errors, oversights and outages Utilize skills developed from the CON2ECT model focusing on building relationships and identifying member needs.
Collaborates with business partners to actively refer members, including leveraging the appointment system, department liaisons, etc. The business partners would include but are not limited to Financial Services, Insurance Services, Real Estate and Autoland Maintains knowledge of products and services.
Regularly performs day to day transactions for members including, but not limited to deposits, withdrawals and transfers. Answers member inquiries and provides information in accordance with Credit Union policies and procedures for all account-related needs. May participate in the servicing of the coin and cash machines when required. Processes applications for consumer loan products, including but not limited to auto loans, credit cards and unsecured lines of credit. May also provide member assistance and process applications for home equity loans and lines of credit.
Serves as a member advocate throughout the loan process. Funds loans and provides basic credit review counseling for members with declined loans. Assists members with savings and deposit products, including checking and certificate accounts, money market accounts and Individual Retirement Accounts. Remains proficient with Fiduciary processes including but not limited to trusts, fiduciary accounts, Power of Attorneys and Notary Public services. Contributes to Wescom growth objectives through needs-based member conversations and builds relationships to address immediate and future needs.
Targets, supports and achieves assigned organizational initiatives. Utilize skills developed from active participation in training, meetings and the CON2ECT Model to achieve assigned individual and/or branch production goals. Ensures optimal member engagement and a migration to appropriate delivery channels. Consults with members for Insurance Services and Financial Services and refers to in branch specialists and business partners. Takes applications for home equity products and makes referrals for first mortgages to Mortgage Loan Originators in Real Estate.
Could potentially pursue a career path opportunity to Member Service Representative III if approved by Branch Management, Insurance/Financial Services management and the respective Branch Operations VP if desired and requires the following licensing: Member Service Representative III (MSR II)Option I: Licensed to assist members with life insurance and fixed annuities in conjunction with Wescom Financial Services (WFS). Option II: Licensed to assist members with property and casualty insurance products in conjunction with Wescom Insurance Services (WIS). Meets personal development and training objectives and achieves core curriculum and required training within established timelines.
Completes Wescom University core curriculum, including required regulatory training. Mentors other team members in skill development. Maintains proficiency in technology applications across all channels including the operating system and ancillary systems. Actively promotes and demonstrates technology to members and contributes to organizational efforts with process improvement opportunities. Ensures branch compliance with audit and security standards, policies and procedures, and loss prevention measures.
Maintains confidentiality of Credit Union, Financial Services, Insurance Services and member records/data. Protects the Credit Union s financial interest by controlling and balancing their assigned cash drawer, negotiable items received and disbursed during daily transactions, identifying payees, verifying signatures and endorsements, and maintaining acceptable Teller Balancing Standards. Communicates well both verbally and in writing, effectively shares information and ideas with others, and demonstrates good listening skills. Must have effective interpersonal skills in order to maintain positive and productive working relationships with others.
Attends meetings with assigned groups as well as branch staff meetings. May participate with in-house training sessions, self-studies as well as outside seminars and classes. Ensures individual appearance reflects the desired level of professionalism. Maintains the physical environment of the branch according to Wescom standards. Maintains good attendance and punctuality in adherence with Wescom policy. EDUCATION, EXPERIENCE, SKILLS AND ABILITIES: High School graduate. Previous financial industry and customer service experience preferred.
This job description in no way implies these are the only duties to be performed. The above job requirements represent the minimum levels of knowledge, skills and abilities. The marginal functions have not been included. An employee will be required to follow any other job-related instructions and duties as requested by branch management. REGISTRATION: Nationwide Mortgage Licensing System (NMLS) registration is required and must be maintained. Maintain licensing as Notary Public. COMPUTER SKILLS: Proficient in Microsoft applications (Word, Excel, Outlook). Must be proficient in technology applications including the Credit Union s operating system and specialized software required for performance of position.
MATHEMATICAL SKILLS: Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to compute rates, ratios and percentages. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle or feel; reach with hands and arms, climb or balance, stoop kneel, crouch, crawl; talk or hear and taste or smell.
The employee must occasionally lift and/or move up to 10 pounds. Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing functions of this job. The noise level in the work environment is moderately quiet. It is a non-smoking environment.
The above job requirements are representative of minimum levels of knowledge, skills, and abilities. The marginal functions have not been included. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job description in no way implies that these are the only duties to be performed. An employee will be required to follow any other job-related instructions and duties as requested by the supervisor and/or management. Associated topics: associate, call center representative, call center specialist, client service, csr, customer care associate, customer care specialist, customer service, customer service representative, service agent
their needs, offer assistance and demonstrate Scotts' products. This position will require the merchandising of Scotts products by restocking shelves, racks, displays; cleaning and facing product; repairing or removing damaged items; re-labeling grass seed and other products to ensure Scotts products are on display and in saleable condition where consumers can find them and purchase them.
Counselors provide demonstrations, counseling sessions and promotional events as needed. May be responsible to service multiple locations throughout assigned territory. Key Work Performed Understand consumers' needs and recommend Scotts' products to fill their needs. Answer consumers' questions about
lawn and garden care Demonstrate how all Scotts products will meet the consumers' needs Provide product recommendations and product knowledge to both consumers and retail customer associates Display and distribute sales related materials as needed (e.
g. rebate coupons, point of purchase (POP) materials, etc. ) Downstocking products when needed Provide consumer counseling sessions including lawn and garden educational clinics, promotional events and in-aisle consumer education as needed. Complete all required on-line reports in a timely and accurate manner. (e. g. time sheets, surveys etc. ) Minimum Requirements At least 18 years of age High school diploma or equivalent preferred Previous
retail experience preferred Previous selling experience preferred Previous consumer interaction experience preferred Strong initiative, self-motivation, and be able to work independently with little or no supervision Ability to effectively communicate to understand consumer needs and be able to explain how Scotts' products can fill those needs.
Provide detailed product information, as appropriate, to respond to consumer questions and concerns Ability to work evenings and weekends during in-season periods Basic computer skills to be able to navigate a web-based time entry system to enter time worked each day Ability and willingness to learn about Scotts products and retail partner store procedures and processes Ability to occasionally lift, push and pull up to 60 lbs.
Ability to occasionally climb an 8'-12' safety ladder while carrying product Willingness and ability to be exposed to changes in temperature and humidity including indoor/outdoor working conditions Willingness to submit to The Scotts Company pre-hire screening, which includes drug screen, criminal history check, social security validation, automobile insurance verification and Motor Vehicle Request (MVR) check Possession of a valid driver's license and reliable transportation.
May have to transport point of purchase (POP) signage and travel to additional stores. Daily access to the Internet Ability to provide your own sturdy leather shoe to be used while in stores. Completion of all required on-line training courses within appropriate time period (e. g. policies, procedures, product knowledge etc. ) PLEASE APPLY USING THE BELOW APPLICATION LINK www. scotts.
Kimberly Salas Montebello, Ca 323-246-xyz X xyz X@ PROFILE A highly talented; organized, detailoriented, multitasked with excellent leadership skills. Can provide outstanding friendly customer service, maintain the business presentation impeccable, and increase its daily revenue.
EXPERIENCE Old Navy -- Commerce, CA Sales Associate, 10/2006 - 12/2006 Maintain and restock inventory Customer Service Ortho Engineering Inc -- Van Nuys, Ca Front Desk Receptionist/ Office Manager,02/2011- 08/2011 Patient Greeting Schedule Appointments Chart Filing Phone Calls Insurance Verification Cash/credit transactions Maximum Comfort Inc. - Burbank, Ca Receptionist, 08/2011- 10/2011 Schedule Appointments
Answer Phone Calls Chart filling Inventory General Office Tasks SKILLS - Fluent in Spanish - Exceptional customer service, Strong Communication skills & multitasking abilities, detail oriented, great knowledge of problem solving skills, organization and presentation skills -Highly reliable, punctual, cooperative and easily demonstrates and develops leadership skills - Computer and Internet literate ; Exceptional knowledge in Microsoft Word, Power Point & Excel EDUCATION East Los Angeles College, Monterey Park, CA Currently working on Dental Hygiene Major, 2007Current Garfield High School, Los Angeles, CA High School Diploma, 2007 REFERENCES Available upon request
Each shift is a new opportunity to Discover Different. Posting Notes: Marshalls Store 0433 11239 Ventura Blvd. Studio City: CA 91604 ROLES AND RESPONSIBILITIES: LP CSA (TACTICAL UNIFORM) Maintains a proper and professional stance in the designated area at the front of the store.
Acts as a visual deterrent to prevent potential loss/dishonesty. Wears a Company-issued Body Worn Camera (if assigned) and engages the camera during approved situations. Wears a complete Company approved uniform (tactical vest, black shirt and pants, and black shoes). The Company provides the tactical vest and black shirt. The Associate is responsible for wearing black pants and shoes. Smiles and greets customers
appropriately, demonstrate courtesy and respect. Establishes and maintains position at the front of the store (TJ Maxx and Marshalls) or in a department (TJ Maxx only).
Responds to customer requests for assistance by referring customers to Store Management or customer service via a Company-issued radio. Properly responds to Merchandise Protection Pedestal Activation. Observes and reports any suspicious behavior or critical incidents to Loss Prevention or Store Management. Performs a closing safety sweep of the store with a member of management. Acts as a witness to shoplifter apprehension attempts with certified Store Detectives. Adheres to all Company Policies and Procedures to not detain,
apprehend, chase, follow, question, or accuse anyone of dishonesty or make a customer feel uncomfortable.
Remains in their designated area of the store (aside from breaks). Calls police only when directed by the appropriate LP Associate or Store Management in an emergency. Adheres to all Company Policies and Procedures prohibiting the use or carrying of weapons, including but not limited to guns, knives, tasers, batons, pepper spray or similar devices. Documents required incidents in AIIM (case management). The pay range within this store is $16.78 to $20.85 per hour. Actual starting pay is determined by a number of factors, including relevant skills, qualifications, and experience.
We’re reinventing retail and helping people discover that next find that’s going to be their new signature look. You can be a part of their journey to look amazing. Our inventory is always changing and our approach is continually evolving, which means every day is another chance to Discover Different. In fact, that’s what it’s like throughout the entire TJX family, which includes TJ Maxx, Home Goods, Sierra, and Homesense. Discover Different also means we embrace each other’s differences and unique perspectives. We consider all applicants for employment without regard to race, color, religion, gender, interactionual orientation, national origin, age, disability, gender identity and expression, marital or military status.
We also provide reasonable accommodations to qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local law. Posting Notes: Marshalls Store 0433 11239 Ventura Blvd. Studio City CA 91604
