Membership Coordinator

GCEFCU is looking for an enthusiastic and friendly individual to join our team as a Membership Coordinator. This role plays a crucial role in shaping each member's experience in our Pasadena lobby, ensuring exceptional service for both internal and external members. The position directly supports all functions of the Membership and Lending Departments, along with other departments as needed.

Schedule

• Monday–Friday: 8:00 AM to 5:00 PM
• Saturday: 9:00 AM to 12:00 PM

Responsibilities

• Serves as the first point of contact for members and visitors, providing a welcoming and professional experience at the Credit Union.
• Responds to routine inquiries regarding services such as online banking, stop payments, and account statements.
• Assists members in navigating available resources and directs them to appropriate departments for specialized support.
• Processes daily debit and credit card orders, assists members with fraud dispute documentation, and ensures timely and accurate handling of check orders and reorders.
• Communicates with vendors to resolve issues related to check orders, maintaining a high standard of service and follow-through.
• Performs a variety of miscellaneous clerical tasks including verification of deposits for the membership, receiving and distributing daily mail, general typing, filing, and computer input.
• Responsible for the daily opening and closing of the branch.
• Allows 2nd Floor access to employees and non-employees (vendors, maintenance workers).
• Keeps vault and safe deposit box vault organized and updated by eliminating outdated or unnecessary materials, destroying or transferring to inactive storage according to file maintenance guidelines and/or legal requirements.
• Keeps 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 safe deposit boxes.
• Maintains inventory.
• Monitors the two Lobby areas to ensure they remain neat and inviting for members.
• Reports maintenance concerns and areas needing attention immediately.
• Builds member relationships and educates members about credit union services to achieve or exceed established sales and service goals.
• 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.
• Performs other duties as assigned 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 detail-oriented to deal with numbers and names.