Specialty Deposit Representative

Position Summary:

LAFCU's Specialty Deposit Representative works with the Business and Specialty Deposit Officer to provide specialty deposit products and services. This position is a subject matter expert (SME) for specialty deposit products and services. Additionally, the position works cross-functionally as an internal source of professional, technical, and general support to improve LAFCU’s specialty deposit suite of products. This role is a full-time non-exempt position in Branch Operations.

Essential Functions & Responsibilities:

• Provide fast, friendly, and accurate service to all members.

• Maintain positive work environment by fostering cooperation and collaboration and taking ownership of own action and behavior.

• Adhere to security requirements in maintaining confidentiality and verifying member’s identity.

• Process account transactions related to specialty products and services such as Power of Attorney, Guardianship, Decedent, Revocable Trust, Traditional and Roth IRA, Education Savings (ESA) and Health Savings (HAS) accounts.

• Meet directly or indirectly through different methods of communication to grow relationships.

• Establish new membership and open all other secondary accounts and business accounts, as needed.

• Process consumer loan requests and fund loans, as needed.

• Works with internal/external partners to add new and enhance existing specialty deposit products and services, including developing new resources and training.

• Stay abreast of industry trends and competitors through researching ways to improve efficiency and services to members.

Qualification & Opportunities

• High school diploma or equivalent; strong knowledge of specialty deposit products and services.
• 2 years of experience in the financial industry; 1 year focused on specialty accounts.
• Excellent oral and written communication skills.
• Ability to exercise good judgment with strong ethic, self-starter and adapt to change.
• Ability to work independently and as part of a team.

Salary

• The minimum and maximum base salary range for this position is $24.44 to $35.26 in California.
• The target starting base hourly rate is between $24.44 to $27.14.
• This compensation and benefits information is based on Los Angeles Federal Credit Union's good faith estimate as of the date of publication and may be modified in the future.
• The starting base salary within the range will depend on a variety of factors that may include relevant prior experience and/or education, or skills and expertise.

LAFCU is an Equal Opportunity Employer. We are committed to building an inclusive and diverse workforce.