• Senior Member Relationship Representative

    Robert Half Office Team (Pasadena, CA)


    Description

    Robert Half has teamed up with a growing company to recruit an experienced Senior Member Relationship Representative. The Senior Member Relationship Representative (Sr. MRR) assists new and existing members with their financial needs, opens and closes various types of accounts, process transactions, resolves account issues, and provides assistance and information about other company products and services. This position is also responsible for meeting or exceeding their established sales and service goals; and has added responsibilities and higher limits for check negotiations. The Sr. MRR assists the Branch Manager in managing daily branch operations, implement internal controls, policies and procedures and serves as the acting Branch Manager when applicable. The Sr. MRR applies specialized and expert skills and knowledge towards their daily tasks, responsibilities, and service, including but not limited to products and services, lending procedures, and operations. This role may be required to float to other branch locations periodically to provide branch support as needed.

     

    + Perform all Member Relationship Representative duties; assists members with opening and closing accounts (includes IRAs and charge off accounts), processing transactions, addresses and resolves member issues, inquiries, or complaints; sells and orders cash for the branch in accordance with company policies and procedures; balances and replenishes cash for vault and cash recycler; respond to external and internal inquiries, requests, and problems/complaints by resolving the issues directly and/or directing them to the appropriate person for specific information and assistance.

    + Identifies opportunities to cross-sell additional products and/or services to members; assess members’ needs by asking appropriate questions to identify potential solutions in the form of company products or services; meets or exceeds established service and sales goals; processes member transactions efficiently and accurately; contributes to the branch goals by processing high volume with a sense of urgency; open and/or close branch according to security procedures; assists with the flow of branch traffic and adequate coverage to provide quality member services; ensure seamless branch operations in the absence of Branch Manager.

    + Provide consultative services to members via telephone, email, or in-person about company products and services; act as a liaison between members and various departments; maintains accurate member account information on core system.

    + Assists in managing the security and safety of the branch by analyzing security and safety policies and procedures; adhere and comply with company policies and procedures, regulatory compliance, and assigned training requirements; maintain confidentiality of company member and employee records during and after employment with the company; assist and support the Branch Manager with various administrative functions

    + Assist in training and directing staff to accomplish branch goals; provide feedback for MRR performance evaluations and/or disciplinary process; float to other branch locations periodically due to business needs.

    + Performs other job-related duties as assigned

    Requirements

    + High school diploma or GED required.

    + Bilingual Spanish

    + Onsite in Pasadena

    + Must have worked as a teller or banker experience at a financial institution

    + Must have your own transportation

    + Three to five (3 to 5) years of similar or related experience.

    + Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for the purpose of giving or obtaining information which may require some discussion.

    + MS Windows, Outlook, Word, and Internet proficiency.

    + Employee must be professional, dependable, and flexible.

    + Proficient working knowledge of financial institution operations and member experience strategies along with comprehension of complex compliance regulations.

    + Proficient working knowledge of word processing, spreadsheet, and presentation software programs.

    + Strong communication and organizational skills; ability to prioritize tasks and capable of working independently with minimal supervision.

    + Professional and effective interaction, verbal, and written communication skills.

    + Obtaining cooperation (internally and/or externally) is an important part of the role and a high level of interpersonal skills is critical to the success of this position. Role also requires the ability to motivate or influence others as a material part of the role, with a significant level of diplomacy and trust.

    + Ability to travel to other branches to provide support; must possess a valid driver’s license and reliable mode of transportation.

    TalentMatch®

    •Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

     

    Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

     

    Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

     

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