Virtual Job Fair - Member Services Representative (Signal Hill Branch & Torrance Branch)

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for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to parse the job posting. First, remove boilerplate: "Please use Firefox or Chrome internet browser to complete this application Current Wescom Employees: Please visit the Career Center in Workday to search and apply for a current job opening." Also "We value and rely on the unique talents..." etc. Also "Salary Grade 153N Salary Pay Range For This Position $25.31 - $35.41". That's pay info, so we need a Pay section. We need to preserve all substantive info. Let's extract sections. The posting includes: - Position Summary: "Assists members in establishing memberships, share and loan accounts, and related products and services by conducting interviews, completing necessary documents and performing data entry of records in compliance with audit requirements. Processes transactions for members and frequently serves as the initial point of contact between the Credit Union and the members. Promotes optimal member engagement by providing specific, accurate and timely information to members regarding Credit Union products and services. Responsible for educating members regarding current marketing promotions, for engaging new members to become Signature Members within their first 120 days of joining the Credit Union, and for engaging existing members to deepen their product and service usage with the Credit Union. Completes applications for equity products and makes referrals for insurance services, investment services and first mortgage real estate services." That's a prose paragraph. - Essential Position Functions: many bullet-like sentences. Could be turned into a list under Responsibilities. - Education And Experience: "High School graduate. Previous financial industry and customer service experience preferred." - Registration: "Nationwide Mortgage Licensing System (NMLS) registration is required and must be maintained. Maintain licensing as Notary Public." - Other Skills And Abilities: includes note about job description not exhaustive. - 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: description. - Work Environment: description. - Also mention: "The expectation is that this position is a career path to MSR III which requires the following licensing: MSR III - Option I: An MSR licensed to assist members with life insurance and fixed annuities in conjunction with Wescom Financial Services (WFS). Option II: An MSR licensed to assist members with property and casualty insurance products in conjunction with Wescom Insurance Services (WIS). The progression should occur within 120 days as a guideline. This timeline could vary." - Also "Maintains proficiency in technology applications across all channels including the operating system and ancillary systems. Actively promotes and demonstrates technology to members. Contributes to organizational efforts in process improvement." - Also "Ensures branch compliance with audit and security standards, policies and procedures, and loss prevention measures. Maintains confidentiality of Credit Union and member records." - Also "Protects the Credit Union’s financial interest by controlling and balancing assigned cash drawer, negotiable items received and disbursed during daily transactions, identifying payees, verifying signatures and endorsements, and maintaining Teller Balancing Standards." - Also "Communicates well both verbally and in writing, effectively shares information and ideas with others, and demonstrates good listening skills." - Also "Must have effective human relations skills in order to maintain positive and productive working relationships with others." - Also "Ensures individual appearance reflects the desired level of professionalism. Maintains the physical environment of the branch according to Wescom standards." - Also "Maintains good attendance and punctuality in adherence with Wescom policy." - Also "All positions, including those that are hybrid and remote, require employees to reside within Wescom's service area in California." We need to decide sections. We have Pay: salary range $25.31 - $35.41. Schedule: not mentioned. So no Schedule section. Benefits: not mentioned explicitly. No benefits details. So no Benefits. Qualifications: could combine Education And Experience, Registration, etc. Skills: could include Computer Skills, Mathematical Skills, Other Skills And Abilities, etc. Responsibilities: essential functions. About the role: position summary. We need to avoid repeating job title as heading. We need to output only HTML fragment. Let's craft:

About the role

Assists members in establishing memberships, share and loan accounts, and related products and services by conducting interviews, completing necessary documents and performing data entry of records in compliance with audit requirements. Processes transactions for members and frequently serves as the initial point of contact between the Credit Union and the members. Promotes optimal member engagement by providing specific, accurate and timely information to members regarding Credit Union products and services. Responsible for educating members regarding current marketing promotions, for engaging new members to become Signature Members within their first 120 days of joining the Credit Union, and for engaging existing members to deepen their product and service usage with the Credit Union. Completes applications for equity products and makes referrals for insurance services, investment services and first mortgage real estate services.

Responsibilities

• Consistently provides a high level of service and is committed to increasing member satisfaction.
• Demonstrates adherence to the Branch Service and Signature Experience Standards in addition to enforcement and modeling of our Mission Statement, Core Values and Team Attributes.
• Promotes advocacy and takes personal responsibility to ensure that member issues are handled properly at the first point of contact.
• Focuses on delivering Signature Experiences and achieving successful results in the Member Experience Surveys.
• Maintains knowledge of products and services.
• 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 statement requests, stop payments, fraud claims, insurance of accounts, and other deposit account-related needs.
• May participate in the servicing of ATM coin and cash machines.
• Processes applications for consumer loan products, including but not limited to auto loans, credit cards, share secured loans and unsecured lines of credit.
• May also process applications and fundings 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 products, including checking and certificate accounts, money market accounts and Individual Retirement Accounts.
• Remains proficient in the legal aspects of accounts (e.g. trusts, fiduciary accounts, Power of Attorneys, etc.).
• Provides service as Notary Public.
• Targets and achieves individual goals and supports branch goals.
• Contributes to Wescom growth through needs-based sales and service skills to match services to member needs.
• Ensures optimal member engagement and a migration to appropriate delivery channels.
• Makes referrals for insurance services and investment services to Wescom Insurance Services and Wescom Financial Services.
• Takes applications for home equity products and makes referrals for first mortgages to Mortgage Loan Originators in Real Estate.
• Meets personal development and training objectives.
• Achieves core curriculum and required training within established timeline.
• 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.
• Contributes to organizational efforts in process improvement.
• Ensures branch compliance with audit and security standards, policies and procedures, and loss prevention measures.
• Maintains confidentiality of Credit Union and member records.
• Protects the Credit Union’s financial interest by controlling and balancing assigned cash drawer, negotiable items received and disbursed during daily transactions, identifying payees, verifying signatures and endorsements, and maintaining 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 human relations skills in order to maintain positive and productive working relationships with others.
• 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.

Qualifications

• High school graduate.
• Previous financial industry and customer service experience preferred.
• Nationwide Mortgage Licensing System (NMLS) registration is required and must be maintained.
• Maintain licensing as Notary Public.

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.
• 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.
• Effective human relations skills.
• Good verbal and written communication skills; good listening skills.
• Professional appearance and maintenance of branch physical environment per Wescom standards.

Pay

Salary Pay Range For This Position $25.31 - $35.41

We also have Work Environment and Physical Demands; but we have no specific sections for those. Could we add a "Working Conditions" section? Not in allowed headings list. The allowed headings are only those listed. So we cannot create extra headings. We must either drop that info or incorporate into existing sections if appropriate. The instructions: "Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It says e.g., implying those are examples but we should use those headings only? It says "Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." Likely we should only use those headings. So we cannot add a heading for Physical Demands or Work Environment. We need to incorporate that info somewhere else, maybe under Responsibilities or Skills? But those are not really responsibilities or skills. Could we put them under Responsibilities as bullet points? They are about physical demands and work environment; could be considered part of job responsibilities? Might be okay to include them under Responsibilities as additional bullet points. However the instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." So we need to keep that info. We can add bullet points under Responsibilities for physical demands and work environment. That seems acceptable. Similarly, the statement about residing within Wescom's service area in California could be added under Responsibilities or Qualifications? Probably under Responsibilities as a requirement. We also have "All positions, including those that are hybrid and remote, require employees to reside within Wescom's service area in California." That's a requirement; could be under Qualifications. We also have "The expectation is that this position is a career path to MSR III which requires the following licensing: ..." That's about progression; could be under Qualifications or Responsibilities? Probably Qualifications. We also have "Maintains proficiency in technology applications across all channels including