Member Services Representative jobs in Long Beach, CA

Member Services Representative addresses member inquiries, questions and concerns in all areas including enrollment, claims, benefit interpretation, and referrals/authorizations for medical care. Responsible for receiving, responding to, and directing member phone calls, or written questions. Being a Member Services Representative provides available information upon request and researches or escalates issues as appropriate. Maintains confidentiality per HIPAA guidelines. Additionally, Member Services Representative requires a high school diploma or equivalent. Typically reports to a supervisor or manager. The Member Services Representative works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Member Services Representative typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

Recently Added Member Services Representative jobs

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Member Services Representative I
  • LA Financial Credit Union
  • Norwalk, CA FULL_TIME
  • Member Service Representative I (MSR I)
    Reports To: Branch Manager
    Directly Supervises: None
    Exemption Status: Non-Exempt
    Location: Norwalk, CA
    Position Status: Onsite

    Why should you work at LA Financial Credit Union? We are owned by our members, instead of shareholders, and we are focused on people helping people – not profits. Credit unions offer reduced fees, higher savings rates and lower loan rates. We are a full-service financial institution and offer all the same services as the big banks.

    Job Summary:

    Contribute to the Credit Union’s key results and critical measures by displaying personal accountability in aligning job responsibilities with the organizations core purpose, core values, goals and objectives. Under general supervision and in accordance with Credit Union policies and procedures, this role is responsible for building member relationships through individual efforts at educating and advising members about LA Financial products and services. Additionally, a variety of direct member contact functions are performed to effectively meet the needs of members, including but not limited to: providing quality member services, paying and receiving functions, and performing basic account maintenance services, while ensuring to maintain confidentiality and security of member information. This position is comparable to that of a Teller position.
    Essential job duties:
    • Supports the mission vision and values of the Credit Union.
      • Meet and/or exceed individual cross-sell goals, objectives, and service standards as established by the Credit Union.
      • Support the achievement of branch goals as established by the Credit Union.
      • Adhere to policies, procedures, compliance, safety, and security as they relate to the job and work assignments.
      • Maintain knowledge of Credit Union products and services, procedures and guidelines, and field of membership requirements.
    • Responsible for building member relationships which meet the expectations of members and standards for excellent member service and work performance.
      • Actively take an interest in members’ financial lives to assist in identifying opportunities.
      • Actively promote marketing campaigns and promotions by educating members of their benefits and values.
      • Engage in follow up communication with members regarding their service requests.
    • Responsible for tasks associated with providing excellent service to members.
      • Accurately maintain control and responsibility for cash drawer and specified limits, balancing and security drawer on a daily basis.
      • Accurately perform monetary transactions such as deposits, withdrawals, payments, advances, transfers, and sale of negotiable instruments.
      • Accurately present account information and perform tasks associated with the presentment of account information.
      • May open secondary accounts such as Money Markets, Certificates, and club accounts.
      • May assist with basic account maintenance, such as address changes and pay-on-death beneficiary changes for consumer accounts.
      • May assist with basic debit and ATM card issues, such as card replacement and repins.
    • Perform clerical and administrative tasks that support the operation of the branch.
      • May serve in a dual control capacity for operational tasks to ensure adequate controls are maintained where appropriate. Dual control can be associated with card issuance systems; branch opening; branch closing; cash counts; cash, ATM and negotiable instrument controls.
      • Promptly and accurately complete required reports and records, such as time card recordings, branch balancing reports, branch logs, and manual report tracking.
      • Prepare documents and legal files for filing, scanning, or archiving.
    Non-essential job duties:
    • Other duties, tasks, and assignments are assigned or delegated from time-to-time.
      • Within the employee’s scope of authority may provide support or assistance to co-workers.
      • Overtime hours may be required from time-to-time.
      • Keep manager informed of area activities, problems, or potential problems.
      • Participate in development and learning to increase knowledge and skills.
      • Displays initiative through proactive involvement self-improvement, and by taking advantage of opportunities.
    Minimum Qualifications:
    Education
    • High School diploma, GED, or equivalent experience.
    Experience
    • A minimum of six months applicable experience as a Teller at a full-service financial institution, experience in a comparable position, or proven success in a customer service or sales oriented position. Prior cash handling experience strongly desired.
    • Proven success at exceeding goals or cross-sell expectations.
    Knowledge, Skills & Abilities
    • Possess excellent customer service skills.
    • Possess excellent communication skills both verbally and written.
    • Possess 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.
    • Ability to read, speak, and write clearly to convey information in a courteous and effective manner.
    • Possess good interpersonal skills to communicate and represent the Credit Union positively with members, co-workers and management. Courtesy, tact and diplomacy essential to the job.
    • Pays close attention to detail, ensuring accuracy and completeness of work output.
    • Ability to use good judgment daily within scope of authority
    • Excellent organization and follow-up skills.
    • Ability to follow directions, utilizing limited latitude for independent actions and decision making.
    • Flexible and adaptable to change.
    • Ability to handle multiple tasks, responsibilities, and/or projects.
    • Solid math skills.
    • Knowledge of how to use a personal computer and MS Office products on a daily basis (Word, Excel, Outlook).
    Nothing contained in this job description alters or modifies your at-will employment status with the Credit Union.


    Equal Opportunity Employer
  • 21 Days Ago
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Member Services Representative
  • Planet Fitness - SoCal
  • Hawaiian Gardens, CA FULL_TIME
  • Job Summary The Member Services Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective me...
  • 23 Days Ago
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Jamba Juice Team Member 1504
  • Jamba Juice Team Member
  • Paramount, CA PART_TIME
  • Are you ready for a Whirl’d Class Job at Jamba? Then join our smoothie squad! Why go to work when you can come to Jamba! If you are an energetic and ambitious individual looking for a career with an o...
  • 27 Days Ago
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Jamba Juice Team Member 605
  • Jamba Juice Team Member
  • Long Beach, CA PART_TIME
  • Are you ready for a Whirl’d Class Job at Jamba? Then join our smoothie squad! Why go to work when you can come to Jamba! If you are an energetic and ambitious individual looking for a career with an o...
  • 2 Months Ago
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Remote Financial Services Representative
  • Primerica - Carlsbad
  • Norwalk, CA PART_TIME
  • **This is a fully remote position***Are you ready to enter a rewarding career with an exciting, rapidly growing company? As a Licensed Representative, you will be a driving force in providing exceptio...
  • 8 Days Ago
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Membership Services Representative
  • Associated Students
  • Long Beach, CA OTHER
  • GENERAL STATEMENT Under the general supervision and direction of the Membership Services and Marketing Coordinator, the Membership Services Representative is the front line staff and interacts daily w...
  • Just Posted
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0 Member Services Representative jobs found in Long Beach, CA area

About Long Beach, California

Long Beach is a city on the Pacific Coast of the United States, within the Los Angeles metropolitan area of Southern California. As of 2010, its population was 462,257. It is the 39th most populous city in the United States and the 7th most populous in California. Long Beach is the second-largest city in the Los Angeles metropolitan area and the third largest in Southern California behind Los Angeles and San Diego. Long Beach is a charter city. The Port of Long Beach is the second busiest container port in the United States and is among the world's largest shipping ports. The city also maintai...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Member Services Representative jobs
$39,480 to $47,912
Long Beach, California area prices
were up 3.2% from a year ago
View detail