Member service representative jobs in Poway, CA

Are you a passionate attorney looking to make a significant impact in consumer financial services? A leading law firm is seeking a talented Associate Attorney to join their dynamic Consumer Financial Services practice group. This exciting opportunity offers flexibility in location and the chance to work with a collaborative team at the forefront of consumer finance litigation. What You'll Do Handle complex consumer finance litigation matters Represent clients in cases involving FDCPA, FCRA, and RESPA Draft pleadings, motions, and briefs Conduct legal research and analysis Participate in depositions and court appearances Collaborate with partners and other attorneys on case strategy What You'll Need J.D. from an accredited law school At least 3 years of experience in consumer finance litigation Active bar membership and good standing in Texas, Virginia, California, Nevada, New Mexico, or Oklahoma (additional state admissions a plus) Strong academic and professional credentials Excellent written and verbal communication skills Ability to work independently and as part of a team Why You'll Love Working Here Flexible work location options Collaborative and supportive work environment Opportunity to work on cutting-edge consumer finance cases Clear path for professional growth and development Competitive salary and comprehensive benefits package Join a firm that values collegiality, creativity, and professional growth. This role offers the chance to refine your legal skills, build expertise, and make a meaningful impact in consumer financial services law. If you're ready to take your legal career to the next level, we want to hear from you. Apply now to be part of our exceptional team!

This position provides high level member assistance by scheduling various appointments requested, transferring calls appropriately, composing messages and providing general information.Essential Responsibilities: Upholds Kaiser Permanentes Policies and Procedures, Principles of Responsibilities and applicable state, federal and local laws.Operates in a high volume, high structured Appointment Center environment by constantly responding to incoming calls.Works in a personal computer environment with multiple departments.Uses guidelines and protocols for multiple departments to best meet member needs.Determines the type of appointment requested or needed, reviews scheduling mix of various physicians/providers, and then makes appointment utilizing appropriate guidelines.Prioritizes member needs and offers alternatives to members when appropriate.Utilizes superior customer service skills to provide service to members when diffusing difficult member encounters.Uses tact and diplomacy in handling difficult interactions with members.Determines if calls are urgent or emergent by listening to the member, following established guidelines and then transferring the call to the appropriate department for immediate resolution.Composes messages for physicians/providers, registered nurses and other medical staff based on member requests.Responds in a courteous and professional manner to general questions, using on-line databases to provide information to any member or other personnel calling the center.Identifies ways to improve quality of service to members and recommends steps used to accomplish these changes.Must perform all of the above duties while meeting established standards of performance for quality and productivity.Performs clerical duties which may include assigning new members a primary care physician, calling patients and booking appointments for specialty appointments, calling members to cancel and reschedule appointments.Assume other activities and responsibilities from time to time as directed.Qualifications Basic Qualifications: Experience Two or more of the following: One year of customer service experience. One year of personal computer experience.Successful completion of the Call Center Simulation TestAs part of applicant process, must take Proofreading Assessment for non KP employees only.Per the National Agreement, current KP Coalition employees have this experience requirement waived. Education High school graduate or equivalent. License, Certification, Registration N/A Additional Requirements: Must be able to read and write English.Demonstrated knowledge of medical terminology. Preferred Qualifications:

Essential Duties and Responsibilities Be the first point of contact for customers wanting to cancel services. Engage with customers to identify cancellation reasons and offer tailored solutions. Communicate the value of services to reinforce customer commitment. Use negotiation and de-escalation techniques to maintain customer relationships and reduce churn. Track retention metrics, including save rates and customer feedback. Keep detailed records of all interactions in CRM systems. Collaborate with internal departments to resolve customer issues efficiently. Follow up with customers to ensure satisfaction post-resolution. Demonstrate thorough knowledge of service offerings and pricing to advise customers confidently. Handle all interactions with empathy and professionalism. Meet or exceed monthly retention KPIs, such as customer saves and call quality. Participate in ongoing training to stay updated on company services and policies. Utilize Microsoft Teams, Outlook, and other relevant tools. Perform additional duties as assigned. Customer Engagement Connect with customers proactively through phone and email. Build strong relationships by understanding their needs and preferences. Issue Resolution Address customer inquiries and concerns with professionalism and urgency. Work with internal teams to resolve issues efficiently. Upselling & Cross-Selling Identify opportunities to recommend additional services or products. Educate customers on the benefits of enhanced offerings. Customer Feedback Collect and share customer insights to support service improvements.

Handles previous and current Sales and Service clients whose key role is Retaining both Service and Sales clients. You will work to secure Used Car Inventory using our Lease Maturity Tools and appointment setting tools for our Sales Department by collaborating with the Sales Managers, Service Manager, Service Advisors, and Audi Brand Specialist. You'll be able to work with both Sales and Service Departments and convert Service Opportunities into New and Used Car retail Sales. Essential Duties: Assists and greets customer on both the Service Drive and Sales Department with the intention of retaining the client and or purchasing their current vehicle. Assists the Service and Sales department in a supportive role with current, previous, and new clients with trouble shooting or vehicle questions. Working monthly lease maturity portfolio. Making appointments for lease end customers to come in and review lease end options with the sales manager. Demonstrate the ability to communicate through a wide array of digital tools and platforms. With competency in Microsoft programs like (Excel, Outlook, Word, etc.) and keen to learn new technologies. Highly disciplined approach and works efficiently to meet the needs of guests, sometimes dealing with multiple guests simultaneously. Keeps updated and is capable of absorbing and retaining information regarding vehicles, the technology within and value added products. Demonstrates vast knowledge of the Audi product lineup, helps sales/service staff with understanding new technologies/updates. Attends sales meetings. Maintains professional appearance and workspace. Sells and delivers professional service when needed in the sales department Processes sales paperwork in accordance with dealership policies Keeps up-to-date on new Audi products and services within the industry. Will be responsible for clean and tidy showroom and vehicle display. Approaches and greets overflow sales prospects in a timely manner. Exhibits a high level of commitment to customer satisfaction. We don't believe in high pressure sales. We simply help our customers find the vehicle that meets their needs, while giving them a great experience. We price our vehicles based on extensive research to be highly competitive and our management staff will coach you to success! Audi Carlsbad has introduced an all-new compensation package that pays you in several different ways. · Guaranteed hourly wage · Volume / Unit bonuses · Flex scheduling featuring 2 full days off every week plus an early and a late day · You will receive a wide range of benefits including FULL medical, dental, and vision insurance · Discounts and an associate pricing program on vehicles, parts and service · Support for continuing education and personnel development are included

The Member Services Representative is responsible for building positive relationships among members, participants, volunteers, and staff, with the intent to increase membership. The Representative creates a positive image of the YMCA by providing excellent customer service, actively responding to inquiries, questions and needs, efficiently handling calls, and providing accurate information. The Member Services Representative conducts member interviews with the intention of connecting members to membership and programs based on individual interests and goals. The individual will work in a team-oriented environment. For information on Y Employee Perks, click on this link: Employee Benefits | YMCA of San Diego County (ymcasd.org) Schedule Location: Mission Valley YMCA Shift Times: Weekdays open availability until 10:30 pm Weekends open availability until 7:30 pm Must be available to work holidays Responsibilities Model the YMCA character values of caring, honesty, respect and responsibility in all aspects of position responsibilities, particularly through actions and conversation with members Educate members that the YMCA is a non-profit charitable organization Promote membership and programs and serve as an advocate for the YMCA Monitor access to facility by ensuring members and participants check-in upon arrival to the facility Answer all incoming phone calls in a courteous and timely manner; route incoming calls to appropriate departments and staff Engage in active listening with members to build relationships, understand individual's goals and interests and take the initiative to assist in the achievement of those goals Maintain working knowledge of branch and association programs to communicate and share information to members and participants Greet, interview, and tour future members using cause-driven sales and engagement techniques Using cause-driven sales and engagement techniques and proper administration procedures, accurately process all membership sales, membership upgrades/downgrades, and membership renewals Conduct member engagement and conversion efforts for all membership inquiries and tours which did not result in a join Conduct member retention and communication efforts regarding debt collection and membership renewals Accurately process branch insufficient payment collection transactions Process membership cancellation requests with the intent to retain members Implement, distribute and communicate all membership marketing campaigns and any sales related promotions Connect members to specific programs and services; process program enrollments with the intent to increase member utilization of services Accurately process transactions and handle cash transactions in accordance with cash handling, association, and branch policies and procedures Process program enrollment transfers and age overrides Build positive member relationships and cultivate member Y stories with the intention of increasing participation in our Y's Support Campaign Maintain working knowledge of scholarship programs, while actively encouraging and assisting members in the successful completion of the application process Responsible for processing membership and program scholarship applications Enter data accurately and in accordance with association data entry procedures Responsible for completing end of shift procedures, balance and account for all transactions Process program enrollment transfers and overrides in TREC when necessary Follow YMCA policies and procedures. Inform appropriate staff of any policy or safety concerns Visual and auditory ability and willingness to respond to critical incidents and the physical ability to act swiftly in an emergency and follow the branch emergency plan Ability to work as part of a team. Develops harmonious relationships with staff, members, guests and volunteers Other duties as assigned Qualifications 6+ months of sales and relationship-building experience preferred Passion, enthusiasm, and commitment to the mission and cause of the YMCA An enthusiastic personality with the desire to serve members, volunteers, guests, participants and staff to create a culture of service within our centers Conflict resolution skills, and ability to demonstrate sound judgment and initiative Experience with basic Windows based applications Possess basic math, grammar, and spelling skills to complete transactions Ability to sit and stand for extended periods of time Licensing, state law and our government funders require that staff within YMCA of San Diego County be fingerprinted, prior to reporting to work, and include subsequent arrest notifications CPR/AED, and First Aid Certification, must include Adult and Child/Infant, obtained within 30 days of hire and must be from one of the following certifying organizations: American Red Cross American Heart Association American Safety & Health Institute YMCA will consider qualified applicants with a criminal history pursuant to the San Diego County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if the YMCA is concerned about conviction that is directly related to the job, you will be given the opportunity to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the San Diego County Office of Labor Standards and Enforcement. Pay Range USD $17.75 - USD $20.41 /Hr.

California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for providing exceptional service in a call center environment, with a focus on processing transactions, member requests and referring financial products and services. Adheres to the credit union's policies, procedures and quality service standards. DIMENSIONS: Service Goals: Meet/exceed a 4.00 overall service rating, as per established service standards.Sales Expectations: Meet/exceed established monthly/annual sales goalso Consumer/Real Estate loan referral annual goal: 700o Earned sales incentive monthly goal: $20 minimumo Checking accounts opened annual goal: 50o Additional referral requirements: auto buying service, investment products, and credit union promotional products and serviceso Additional sales requirements: e-statements, bill pay, and direct deposit Member Support: Approximately 140,000 credit union members SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Member Service Center Assistant Manager or Member Service Center Supervisor. No employees report directly to this position. NATURE & SCOPE: Member Service Representative I • Processes member transactions. Performs account file maintenance, handles member issues and inquires. • Identifies cross-selling opportunities, referring members to Member Service Center Specialist I-II. • Meets/exceeds established monthly/annual sales and service goals. • Maintains knowledge of all products and services, policies and procedures. • Follows quality service standards to ensure exceptional quality service is provided. • Addresses difficult member situations and resolves in a positive manner. • Identifies questionable or suspicious transaction activity, reporting it to management in order to protect the credit union from potential losses. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • Assists with end of day balancing, opening and closing procedures and other side jobs as assigned. • FSCC - Knowledgeable on all FSCC Policies and Procedures that are unique to a Service Center environment. This includes transaction processing and limitations, hold requirements, service standards, restrictions, etc. • Performs other relevant duties as required. Member Service Representative II (Must be competent at the level of a Member Service Representative I), in addition: o Thorough knowledge of all products and services, policies and procedures. o Quotes deposit rates and membership eligibility. o Knowledgeable in automated services. o Provides on-line banking and bill pay support. Member Service Representative III (Must be competent at the level of a Member Service Representative II), in addition: o Proven sales and service goals. o Back up for processing consumer loans and new accounts. EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is desired. o Member Service Representative I: 1 year of previous customer service experience. o Member Service Representative II: 1 year experience in a financial institution to include sales and service. Call Center experience preferred. o Member Service Representative III: 2 years experience in a financial institution plus proven successful performance in sales and service. Call Center experience preferred• Excellent communication skills; sound judgment and attention to detail. • Previous experience with Microsoft Windows applications is preferred. • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism. • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Process member transactions and requests accurately and timely. • Present a friendly, outgoing and positive demeanor. • Ensure sales and service goals are met. • Refer members to appropriate staff for sales opportunities. • Adhere to key and dual control policies and procedures. • Adhere to security and robbery procedures. • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS: • Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting. ENVIRONMENTAL CONDITIONS: • Work is primarily performed within a cubicle office setting. Subject to standard background noise found in a call center environment. Member Service Representative MSR I - $18.0000-$20.0190 MSR II - $19.0000-$22.0190 MSR III - $20.0000-$24.6863

Professional Services Veterinarian As a Professional Services Veterinarian you will consult with Practice Owner Veterinarians on medical protocols to promote growth and utilization of IDEXX products, services, and medical testing; and promote customer satisfaction and loyalty. Represent IDEXX to customers and academia. Partner with Sales Force and collaborate with internal teams, providing technical support to sales and marketing, technical training, market trials and other applicable technical activities. This role can be based in Austin,TX or San Diego, CA In this role you will: * Consult with Practice Owner Veterinarians on medical protocols to promote growth and utilization of IDEXX products, services, and medical testing. * Represent IDEXX to customers and academia which may include hosting seminars and continuing education sessions on company products to key influencers at Veterinary Hospitals, University and Veterinary Schools, etc. * Partner with the Sales organization and other IDEXX areas as needed to collaborate, providing medical support to sales and marketing, technical medical training, market trials, and other applicable activities. * Proactively support the company's products through assisting with, creating and reviewing technical materials and presenting technical medical subjects to a variety of audiences. May assist and write technical medical documents and/or provide input and approval oversight on marketing and field selling materials. * Provide support to IDEXX Training Department, creating written materials, presentations, and conducting training sessions as appropriate. * Assure compliance with all lDEXX SOP's and procedures relative to product questions/concerns, client records and administrative responsibilities. * Handle customer (veterinary and end-user) questions providing technical medical advice and following through on product complaints. * Adhere to and model the IDEXX Purpose & Guiding Principles. * Perform other duties as assigned. What you will need to succeed: * DVM degree or equivalent. * Advanced degree or board certification preferred. * Typically, 5-8 years of experience in the Veterinary Industry and/or in Veterinary Practice * Licensed to practice in at least one state a plus. * Solid knowledge of current topics and issues in clinical veterinary medicine. * Strong business acumen, including specific knowledge of products and services sold. * Seasoned business and medical professional. * Excellent communication and interpersonal skills with the ability to influence others effectively and appropriately. * Strong facilitator, able to resolve conflict through mutual understanding and respect. * Excellent customer service and business relationship-building skills required. * Professional maturity, adaptability and responsiveness to employee, customer and peer needs or concerns. * Strong problem-solving and decision-making skills with the willingness and ability to work collaboratively with others in a matrix environment. * High integrity and honesty to keep commitments to Employees, Customers, and the Company. * Goal oriented, with drive, initiative and passion for business and team excellence. * Ability to organize and prioritize. * Have a service-oriented attitude. * Computer proficiency in Microsoft PowerPoint, Excel, and Word * Able to accommodate extensive travel up to 75% (four days in the field, one day work from home) * Company vehicle provided * Hold a valid driver's license * Extended hours may be required. * This position can be based in Austin, TX or San Diego, CA What you can expect from us: * Annual Salary $140,000-160,000 based on experience * Opportunity for annual cash bonus * Health / Dental / Vision Benefits Day-One * 5% matching 401k * Additional benefits including but not limited to financial support, pet insurance, mental health resources, volunteer paid days off, employee stock program, foundation donation matching, and much more! Why IDEXX? We're proud of the work we do, because our work matters. An innovation leader in every industry we serve, we follow our Purpose and Guiding Principles to help pet owners worldwide keep their companion animals healthy and happy, to ensure safe drinking water for billions, and to help farmers protect livestock and poultry from diseases. We have customers in over 175 countries and a global workforce of over 10,000 talented people. So, what does that mean for you? We enrich the livelihoods of our employees with a positive and respectful work culture that embraces challenges and encourages learning and discovery. At IDEXX, you will be supported by competitive compensation, incentives, and benefits while enjoying purposeful work that drives improvement. Let's pursue what matters together. IDEXX values a diverse workforce and workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. IDEXX is an equal opportunity employer. Applicants will not be discriminated against because of race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, citizenship status, disability, ancestry, marital status, veteran status, medical condition, or any protected category prohibited by local, state, or federal laws. No unsolicited Employment Agency resumes are accepted. #LI-CFO #LI-REMOTE

Requisition open for new hires in San Diego

Job Description Ensure the efficient operation of the branch office by providing daily supervision of the operational functions and in some cases the staff of a full service branch office in a manner which achieves the customer service objectives set by the bank. Responsible for ensuring proper controls and procedures are followed. Assist in the coordination of the operational activities of branch operations and in some cases staff while ensuring superior customer service is provided. May assist in staff training and development. For smaller branches, works alongside a CSM or Branch Manager at a high level with the ability to act independently as a CSM or Branch Manager in his or her absence. Duties and Responsibilities Provide daily supervision of the activities of the branch functions and in some cases staff and branch operations area in compliance with bank and regulatory policies. Maintain a high level of service to Bank Customers. Ensure the Bank's safety and security policies and procedures are adhered to in assigned areas regarding branch cash, teller cash limits, cash drawers, keys and cabinets Approve transactions within delegated approval authority. High proficiency of all teller, new account, safe deposit, ATM balancing and all related systems platforms. Assist in opening new account in the absence of a client service specialist. Assist in auditing accounts and the completion of certifications to ensure compliance by staff with all branch related procedures and practices. May conduct staff meetings for all operations staff to discuss policy and procedure updates, bank focus, training, etc. Assist with conducting performance appraisals for non-exempt operations staff in the banking office, if applicable. Handle complex customer inquiries or unusual or difficult customer problems through direct personal attention. Strong interpersonal and communications skills with all levels of bank staff, customers and outside contacts. Interacts with all levels of management, staff, existing and potential customers, Board of Directors and vendors. Responsible for identifying cross sell opportunities and acting on them as appropriate. Perform other duties as assigned or needed such as daily teller duties; cash handling; opening new accounts, special projects, any operational functions; may be required to become a notary public, working extra hours and travelling to/from any branch . BSA/AML/Compliance Responsibilities This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank's BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank's compliance program. Qualifications Minimum 4-7 years banking experience. Minimum 2 years of lead or supervisory experience. Strong knowledge of Bank policies and procedures and regulatory compliance. Cash handling experience required. Competencies Customer Focus Technical Skills Problem Solving Motivating Others Planning/Organizing Training and Development Skills Supervisory Skills Judgment Team Work Process Management Physical Demands Regularly required to talk or listen Frequently required to use hands and fingers to handle or feel, reach with hands or arms. Required to sit for long periods of time Occasionally required to stand and walk Occasionally required to lift up to 25 pounds Specific vision abilities required by this position include close vision and the ability to focus. Employee may be required to travel occasionally between banking offices

What is the Pay Range? 2026 Pay Scale: $23.25-$28.50 2025 Pay Scale: $22.50-$27.75 Please note, at the time of offer, your pay rate will be determined from the pay scale of your start date. For example, if your start date is in 2025, your offer will be from the 2025 pay scale shown above. Nurture talent, fuel growth and embrace the TEAL! SDCCU's compensation philosophy is focused on ensuring employees are paid fairly and equitably without regard to race, sex, age, national origin, color, religion, or mental or physical disability. It is also our intent that our compensation program helps to attract, retain, and recognize individual contributions. Position Summary: The position of Financial Service Representative I is established to provide prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, and deepening member relationships by offering Credit Union products and services to meet members' needs and increase member satisfaction. Maintain quality service standards set by the organization. Minimum Qualifications (Education, Experience, Skills) High school diploma or equivalent. One year of banking experience to include: knowledge of member interviewing techniques, ability to identify and offer/refer products and services to meet members' financial needs; or 2 years of relevant finance related experience; or 6 months of SDCCU member facing work experience may be considered. Demonstrated ability and thorough knowledge of and a willingness to actively promote products and services. General knowledge of Credit Union and/or financial institution loan policies and procedures preferred. Demonstrated professional human relations, communication and organizational skills. College level math and financial calculation skills. Basic level computer skills, including MS Office applications (Word, Excel, Outlook) Professional appearance and demeanor. Essential Duties and Responsibilities Interview members and potential members to determine their financial needs and aid in selecting appropriate products and services. Identify and offer products and services to members to meet their financial needs and/or refer the member to an appropriate representative or partner. Participate in campaigns, contests, member outreach efforts, meetings and one on ones with management. Meet established performance goals as assigned. Accurately record and track all member interactions, referrals and sales, following policy and procedure and maintaining integrity in all actions. Provide an exceptional service experience consistent with Credit Union standards; resolve member complaints quickly and accurately; respond to member inquiries on the phone and in person. Responsible for keeping abreast of current policies, procedures and new products; follow new procedures. Prepare documentation for new accounts, loans and/or card issuance, ensuring adherence to legal requirements and Credit Union policies and procedures. Ensure loan files are complete and accurate with appropriate and thorough comments, along with recommendations to aid in loan decision. Relay loan decision to member along with loan terms and conditions providing financial counsel and alternatives, as needed. Provide timely closing of loans through consistent follow-up of loan approvals. Ensure operational integrity through consistent and timely audits of loan and new account files and documentation with all member interactions. Ensure operational integrity through consistent and timely audits of loans, new account files and obtaining proper documentation with all member interactions. Accurately record and track all member interactions, following policy and procedure and maintaining integrity in all actions. Participate in business development activities including participating in orientations and offsites. Contribute to the overall branch performance by providing guidance to co-workers as directed by management. Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures. Other Duties and Responsibilities Act as an MSR or Receptionist as directed by management. Support management in community development activities. Maintain safe deposit boxes, as applicable. May be required to work weekends and/or extended hours, to include offsite events. Perform other duties as assigned. Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. The noise level in the work environment is usually moderate. Monday-Friday: 8:30/5:30 Saturday: 8:30/2:30 (Rotating) Sunday: OFF Full Time - 40 hours a week

Do you love helping customers and have great phone skills? Would you want to work in a position with serious potential for growth in your career? Look no further! Lexus Escondido is seeking an experience Customer Service Professional to help with booking Service appointments over the phone! Join our culture of excellence and reap our generous benefits! What we offer: Excellent company culture Advancement opportunities Medical, Dental, and Vision plans Company-paid Life Insurance 401(k) savings plan with company match Paid vacation Tuition reimbursement Major Essential Duties: Promptly and professionally answer multiple inbound calls with the number one goal being to provide an exceptional guest experience and to schedule a solid and specific service reservation with the service team. Provide clients with information pertaining to current service offerings. Proactively contacting clients to remind them of scheduled reservations, rescheduling missed reservations, and politely reminding clients of due & overdue services. Keep current with service specials, all direct mail pieces, and recall notices from the manufacturer. Other duties as assigned. Qualifications Values that align with our core principles: Integrity, Teamwork, Innovation, Respect, and Excellence 2-3 years of customer service experience or equivalent combination of education and training Strong customer relations skills with the ability to understand and respond to customer inquiries Clear and professional verbal and written communication skills Professional appearance and demeanor We are an EOE/M/F/D/V Employer and support a drug free workplace.

To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. * Provide basic counseling on available products and services to meet member needs * Assist members with opening and maintaining deposit accounts, loans, and other financial products * Research and resolve basic account discrepancies and service requests * Identify opportunities to cross-service products and enhance member relationships through education * Understand and comply with all relevant federal and institutional regulations related to financial products and services * Support team members by sharing knowledge and best practices as experience grows * Ensure cash and other negotiable instruments are handled properly and securely * Process routine transactions, including deposits, withdrawals, loan payments, and check cashing * Perform other duties as assigned * Experience in building effective relationships through rapport, trust, diplomacy, and tact * Effective research, analytical, and problem-solving skills * Experience working independently and in a team environment * Experience maintaining composure in a high-production and changing environment * Experience navigating multiple systems efficiently and adapt to evolving technologies * Effective skill exercising sound judgment and make informed decisions * Ability to embrace and support change initiatives in a dynamic and continuously evolving environment * Effective verbal and written communication skills to engage with members and colleagues Desired Qualifications: * Working knowledge of deposit and loan products, services, and operational procedures * Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Part-Time hours are typically 20-25+ hours a week. (Please note, during training longer hours will be required) Location: 39826 Winchester Rd, Temecula, California 92591 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. * Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at ****************************.

California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for providing exceptional service in a call center environment, with a focus on processing transactions, member requests and referring financial products and services. Adheres to the credit union's policies, procedures and quality service standards. DIMENSIONS: Service Goals: Meet/exceed a 4.00 overall service rating, as per established service standards.Sales Expectations: Meet/exceed established monthly/annual sales goalso Consumer/Real Estate loan referral annual goal: 700o Earned sales incentive monthly goal: $20 minimumo Checking accounts opened annual goal: 50o Additional referral requirements: auto buying service, investment products, and credit union promotional products and serviceso Additional sales requirements: e-statements, bill pay, and direct deposit Member Support: Approximately 140,000 credit union members SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Member Service Center Assistant Manager or Member Service Center Supervisor. No employees report directly to this position. NATURE & SCOPE: Member Service Representative I • Processes member transactions. Performs account file maintenance, handles member issues and inquires. • Identifies cross-selling opportunities, referring members to Member Service Center Specialist I-II. • Meets/exceeds established monthly/annual sales and service goals. • Maintains knowledge of all products and services, policies and procedures. • Follows quality service standards to ensure exceptional quality service is provided. • Addresses difficult member situations and resolves in a positive manner. • Identifies questionable or suspicious transaction activity, reporting it to management in order to protect the credit union from potential losses. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • Assists with end of day balancing, opening and closing procedures and other side jobs as assigned. • FSCC - Knowledgeable on all FSCC Policies and Procedures that are unique to a Service Center environment. This includes transaction processing and limitations, hold requirements, service standards, restrictions, etc. • Performs other relevant duties as required. Member Service Representative II (Must be competent at the level of a Member Service Representative I), in addition: o Thorough knowledge of all products and services, policies and procedures. o Quotes deposit rates and membership eligibility. o Knowledgeable in automated services. o Provides on-line banking and bill pay support. Member Service Representative III (Must be competent at the level of a Member Service Representative II), in addition: o Proven sales and service goals. o Back up for processing consumer loans and new accounts. EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is desired. o Member Service Representative I: 1 year of previous customer service experience. o Member Service Representative II: 1 year experience in a financial institution to include sales and service. Call Center experience preferred. o Member Service Representative III: 2 years experience in a financial institution plus proven successful performance in sales and service. Call Center experience preferred• Excellent communication skills; sound judgment and attention to detail. • Previous experience with Microsoft Windows applications is preferred. • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism. • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Process member transactions and requests accurately and timely. • Present a friendly, outgoing and positive demeanor. • Ensure sales and service goals are met. • Refer members to appropriate staff for sales opportunities. • Adhere to key and dual control policies and procedures. • Adhere to security and robbery procedures. • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS: • Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting. ENVIRONMENTAL CONDITIONS: • Work is primarily performed within a cubicle office setting. Subject to standard background noise found in a call center environment. Member Service Representative MSR I - $18.0000-$20.0190 MSR II - $19.0000-$22.0190 MSR III - $20.0000-$24.6863

Job Description What is the Pay Range? 2026 Pay Scale: $23.25-$28.50 2025 Pay Scale: $22.50-$27.75 Please note, at the time of offer, your pay rate will be determined from the pay scale of your start date. For example, if your start date is in 2025, your offer will be from the 2025 pay scale shown above. Nurture talent, fuel growth and embrace the TEAL! SDCCU's compensation philosophy is focused on ensuring employees are paid fairly and equitably without regard to race, sex, age, national origin, color, religion, or mental or physical disability. It is also our intent that our compensation program helps to attract, retain, and recognize individual contributions. Position Summary: The position of Financial Service Representative I is established to provide prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, and deepening member relationships by offering Credit Union products and services to meet members' needs and increase member satisfaction. Maintain quality service standards set by the organization. Minimum Qualifications (Education, Experience, Skills) High school diploma or equivalent. One year of banking experience to include: knowledge of member interviewing techniques, ability to identify and offer/refer products and services to meet members' financial needs; or 2 years of relevant finance related experience; or 6 months of SDCCU member facing work experience may be considered. Demonstrated ability and thorough knowledge of and a willingness to actively promote products and services. General knowledge of Credit Union and/or financial institution loan policies and procedures preferred. Demonstrated professional human relations, communication and organizational skills. College level math and financial calculation skills. Basic level computer skills, including MS Office applications (Word, Excel, Outlook) Professional appearance and demeanor. Essential Duties and Responsibilities Interview members and potential members to determine their financial needs and aid in selecting appropriate products and services. Identify and offer products and services to members to meet their financial needs and/or refer the member to an appropriate representative or partner. Participate in campaigns, contests, member outreach efforts, meetings and one on ones with management. Meet established performance goals as assigned. Accurately record and track all member interactions, referrals and sales, following policy and procedure and maintaining integrity in all actions. Provide an exceptional service experience consistent with Credit Union standards; resolve member complaints quickly and accurately; respond to member inquiries on the phone and in person. Responsible for keeping abreast of current policies, procedures and new products; follow new procedures. Prepare documentation for new accounts, loans and/or card issuance, ensuring adherence to legal requirements and Credit Union policies and procedures. Ensure loan files are complete and accurate with appropriate and thorough comments, along with recommendations to aid in loan decision. Relay loan decision to member along with loan terms and conditions providing financial counsel and alternatives, as needed. Provide timely closing of loans through consistent follow-up of loan approvals. Ensure operational integrity through consistent and timely audits of loan and new account files and documentation with all member interactions. Ensure operational integrity through consistent and timely audits of loans, new account files and obtaining proper documentation with all member interactions. Accurately record and track all member interactions, following policy and procedure and maintaining integrity in all actions. Participate in business development activities including participating in orientations and offsites. Contribute to the overall branch performance by providing guidance to co-workers as directed by management. Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures. Other Duties and Responsibilities Act as an MSR or Receptionist as directed by management. Support management in community development activities. Maintain safe deposit boxes, as applicable. May be required to work weekends and/or extended hours, to include offsite events. Perform other duties as assigned. Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. The noise level in the work environment is usually moderate. Monday-Friday: 8:00am-5:30pm Saturday/Sunday: OFF Full Time - 40 hours a week

The Member Services Representative is responsible for building positive relationships among members, participants, volunteers, and staff, with the intent to increase membership. The Representative creates a positive image of the YMCA by providing excellent customer service, actively responding to inquiries, questions and needs, efficiently handling calls, and providing accurate information. The Member Services Representative conducts member interviews with the intention of connecting members to membership and programs based on individual interests and goals. The individual will work in a team-oriented environment. For information on Y Employee Perks, click on this link: Employee Benefits | YMCA of San Diego County (ymcasd.org) Schedule Location: Copley-Price Family YMCA Any availability between hours of Monday - Friday: 5:30 a.m. - 9:30 p.m. Saturday: 5:30 a.m. - 4 p.m. Sunday: 6:30 a.m. - 3:30 p.m. Responsibilities Model the YMCA character values of caring, honesty, respect and responsibility in all aspects of position responsibilities, particularly through actions and conversation with members Educate members that the YMCA is a non-profit charitable organization Promote membership and programs and serve as an advocate for the YMCA Monitor access to facility by ensuring members and participants check-in upon arrival to the facility Answer all incoming phone calls in a courteous and timely manner; route incoming calls to appropriate departments and staff Engage in active listening with members to build relationships, understand individual's goals and interests and take the initiative to assist in the achievement of those goals Maintain working knowledge of branch and association programs to communicate and share information to members and participants Greet, interview, and tour future members using cause-driven sales and engagement techniques Using cause-driven sales and engagement techniques and proper administration procedures, accurately process all membership sales, membership upgrades/downgrades, and membership renewals Conduct member engagement and conversion efforts for all membership inquiries and tours which did not result in a join Conduct member retention and communication efforts regarding debt collection and membership renewals Accurately process branch insufficient payment collection transactions Process membership cancellation requests with the intent to retain members Implement, distribute and communicate all membership marketing campaigns and any sales related promotions Connect members to specific programs and services; process program enrollments with the intent to increase member utilization of services Accurately process transactions and handle cash transactions in accordance with cash handling, association, and branch policies and procedures Process program enrollment transfers and age overrides Build positive member relationships and cultivate member Y stories with the intention of increasing participation in our Y's Support Campaign Maintain working knowledge of scholarship programs, while actively encouraging and assisting members in the successful completion of the application process Responsible for processing membership and program scholarship applications Enter data accurately and in accordance with association data entry procedures Responsible for completing end of shift procedures, balance and account for all transactions Process program enrollment transfers and overrides in TREC when necessary Follow YMCA policies and procedures. Inform appropriate staff of any policy or safety concerns Visual and auditory ability and willingness to respond to critical incidents and the physical ability to act swiftly in an emergency and follow the branch emergency plan Ability to work as part of a team. Develops harmonious relationships with staff, members, guests and volunteers Other duties as assigned Qualifications 6+ months of sales and relationship-building experience preferred Passion, enthusiasm, and commitment to the mission and cause of the YMCA An enthusiastic personality with the desire to serve members, volunteers, guests, participants and staff to create a culture of service within our centers Conflict resolution skills, and ability to demonstrate sound judgment and initiative Experience with basic Windows based applications Possess basic math, grammar, and spelling skills to complete transactions Ability to sit and stand for extended periods of time Licensing, state law and our government funders require that staff within YMCA of San Diego County be fingerprinted, prior to reporting to work, and include subsequent arrest notifications CPR/AED, and First Aid Certification, must include Adult and Child/Infant, obtained within 30 days of hire and must be from one of the following certifying organizations: American Red Cross American Heart Association American Safety & Health Institute YMCA will consider qualified applicants with a criminal history pursuant to the San Diego County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if the YMCA is concerned about conviction that is directly related to the job, you will be given the opportunity to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the San Diego County Office of Labor Standards and Enforcement. Pay Range USD $17.75 - USD $20.41 /Hr.

Ensure the efficient operation of the branch office by providing daily supervision of the operational functions and in some cases the staff of a full service branch office in a manner which achieves the customer service objectives set by the bank. Responsible for ensuring proper controls and procedures are followed. Assist in the coordination of the operational activities of branch operations and in some cases staff while ensuring superior customer service is provided. May assist in staff training and development. For smaller branches, works alongside a CSM or Branch Manager at a high level with the ability to act independently as a CSM or Branch Manager in his or her absence. Duties and Responsibilities Provide daily supervision of the activities of the branch functions and in some cases staff and branch operations area in compliance with bank and regulatory policies. Maintain a high level of service to Bank Customers. Ensure the Bank's safety and security policies and procedures are adhered to in assigned areas regarding branch cash, teller cash limits, cash drawers, keys and cabinets Approve transactions within delegated approval authority. High proficiency of all teller, new account, safe deposit, ATM balancing and all related systems platforms. Assist in opening new account in the absence of a client service specialist. Assist in auditing accounts and the completion of certifications to ensure compliance by staff with all branch related procedures and practices. May conduct staff meetings for all operations staff to discuss policy and procedure updates, bank focus, training, etc. Assist with conducting performance appraisals for non-exempt operations staff in the banking office, if applicable. Handle complex customer inquiries or unusual or difficult customer problems through direct personal attention. Strong interpersonal and communications skills with all levels of bank staff, customers and outside contacts. Interacts with all levels of management, staff, existing and potential customers, Board of Directors and vendors. Responsible for identifying cross sell opportunities and acting on them as appropriate. Perform other duties as assigned or needed such as daily teller duties; cash handling; opening new accounts, special projects, any operational functions; may be required to become a notary public, working extra hours and travelling to/from any branch . BSA/AML/Compliance Responsibilities This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank's BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank's compliance program. Qualifications Minimum 4-7 years banking experience. Minimum 2 years of lead or supervisory experience. Strong knowledge of Bank policies and procedures and regulatory compliance. Cash handling experience required. Competencies Customer Focus Technical Skills Problem Solving Motivating Others Planning/Organizing Training and Development Skills Supervisory Skills Judgment Team Work Process Management Physical Demands Regularly required to talk or listen Frequently required to use hands and fingers to handle or feel, reach with hands or arms. Required to sit for long periods of time Occasionally required to stand and walk Occasionally required to lift up to 25 pounds Specific vision abilities required by this position include close vision and the ability to focus. Employee may be required to travel occasionally between banking offices

What is the Pay Range? 2026 Pay Scale: $23.25-$28.50 2025 Pay Scale: $22.50-$27.75 Please note, at the time of offer, your pay rate will be determined from the pay scale of your start date. For example, if your start date is in 2025, your offer will be from the 2025 pay scale shown above. Nurture talent, fuel growth and embrace the TEAL! SDCCU's compensation philosophy is focused on ensuring employees are paid fairly and equitably without regard to race, sex, age, national origin, color, religion, or mental or physical disability. It is also our intent that our compensation program helps to attract, retain, and recognize individual contributions. Position Summary: The position of Financial Service Representative I is established to provide prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, and deepening member relationships by offering Credit Union products and services to meet members' needs and increase member satisfaction. Maintain quality service standards set by the organization. Minimum Qualifications (Education, Experience, Skills) High school diploma or equivalent. One year of banking experience to include: knowledge of member interviewing techniques, ability to identify and offer/refer products and services to meet members' financial needs; or 2 years of relevant finance related experience; or 6 months of SDCCU member facing work experience may be considered. Demonstrated ability and thorough knowledge of and a willingness to actively promote products and services. General knowledge of Credit Union and/or financial institution loan policies and procedures preferred. Demonstrated professional human relations, communication and organizational skills. College level math and financial calculation skills. Basic level computer skills, including MS Office applications (Word, Excel, Outlook) Professional appearance and demeanor. Essential Duties and Responsibilities Interview members and potential members to determine their financial needs and aid in selecting appropriate products and services. Identify and offer products and services to members to meet their financial needs and/or refer the member to an appropriate representative or partner. Participate in campaigns, contests, member outreach efforts, meetings and one on ones with management. Meet established performance goals as assigned. Accurately record and track all member interactions, referrals and sales, following policy and procedure and maintaining integrity in all actions. Provide an exceptional service experience consistent with Credit Union standards; resolve member complaints quickly and accurately; respond to member inquiries on the phone and in person. Responsible for keeping abreast of current policies, procedures and new products; follow new procedures. Prepare documentation for new accounts, loans and/or card issuance, ensuring adherence to legal requirements and Credit Union policies and procedures. Ensure loan files are complete and accurate with appropriate and thorough comments, along with recommendations to aid in loan decision. Relay loan decision to member along with loan terms and conditions providing financial counsel and alternatives, as needed. Provide timely closing of loans through consistent follow-up of loan approvals. Ensure operational integrity through consistent and timely audits of loan and new account files and documentation with all member interactions. Ensure operational integrity through consistent and timely audits of loans, new account files and obtaining proper documentation with all member interactions. Accurately record and track all member interactions, following policy and procedure and maintaining integrity in all actions. Participate in business development activities including participating in orientations and offsites. Contribute to the overall branch performance by providing guidance to co-workers as directed by management. Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures. Other Duties and Responsibilities Act as an MSR or Receptionist as directed by management. Support management in community development activities. Maintain safe deposit boxes, as applicable. May be required to work weekends and/or extended hours, to include offsite events. Perform other duties as assigned. Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. The noise level in the work environment is usually moderate. Monday-Friday: 8:00am-5:30pm Saturday/Sunday: OFF Full Time - 40 hours a week

Job Description What is the Pay Range? 2026 Pay Scale: $23.25-$28.50 2025 Pay Scale: $22.50-$27.75 Please note, at the time of offer, your pay rate will be determined from the pay scale of your start date. For example, if your start date is in 2025, your offer will be from the 2025 pay scale shown above. Nurture talent, fuel growth and embrace the TEAL! SDCCU's compensation philosophy is focused on ensuring employees are paid fairly and equitably without regard to race, sex, age, national origin, color, religion, or mental or physical disability. It is also our intent that our compensation program helps to attract, retain, and recognize individual contributions. Position Summary: The position of Financial Service Representative I is established to provide prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, and deepening member relationships by offering Credit Union products and services to meet members' needs and increase member satisfaction. Maintain quality service standards set by the organization. Minimum Qualifications (Education, Experience, Skills) High school diploma or equivalent. One year of banking experience to include: knowledge of member interviewing techniques, ability to identify and offer/refer products and services to meet members' financial needs; or 2 years of relevant finance related experience; or 6 months of SDCCU member facing work experience may be considered. Demonstrated ability and thorough knowledge of and a willingness to actively promote products and services. General knowledge of Credit Union and/or financial institution loan policies and procedures preferred. Demonstrated professional human relations, communication and organizational skills. College level math and financial calculation skills. Basic level computer skills, including MS Office applications (Word, Excel, Outlook) Professional appearance and demeanor. Essential Duties and Responsibilities Interview members and potential members to determine their financial needs and aid in selecting appropriate products and services. Identify and offer products and services to members to meet their financial needs and/or refer the member to an appropriate representative or partner. Participate in campaigns, contests, member outreach efforts, meetings and one on ones with management. Meet established performance goals as assigned. Accurately record and track all member interactions, referrals and sales, following policy and procedure and maintaining integrity in all actions. Provide an exceptional service experience consistent with Credit Union standards; resolve member complaints quickly and accurately; respond to member inquiries on the phone and in person. Responsible for keeping abreast of current policies, procedures and new products; follow new procedures. Prepare documentation for new accounts, loans and/or card issuance, ensuring adherence to legal requirements and Credit Union policies and procedures. Ensure loan files are complete and accurate with appropriate and thorough comments, along with recommendations to aid in loan decision. Relay loan decision to member along with loan terms and conditions providing financial counsel and alternatives, as needed. Provide timely closing of loans through consistent follow-up of loan approvals. Ensure operational integrity through consistent and timely audits of loan and new account files and documentation with all member interactions. Ensure operational integrity through consistent and timely audits of loans, new account files and obtaining proper documentation with all member interactions. Accurately record and track all member interactions, following policy and procedure and maintaining integrity in all actions. Participate in business development activities including participating in orientations and offsites. Contribute to the overall branch performance by providing guidance to co-workers as directed by management. Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures. Other Duties and Responsibilities Act as an MSR or Receptionist as directed by management. Support management in community development activities. Maintain safe deposit boxes, as applicable. May be required to work weekends and/or extended hours, to include offsite events. Perform other duties as assigned. Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. The noise level in the work environment is usually moderate. Monday-Friday: 8:30/5:30 Saturday: 8:30/2:30 (Rotating) Sunday: OFF Full Time - 40 hours a week

Job Description What is the Pay Range? 2026 Pay Scale: 23.25-28.50 2025 Pay Scale: 22.50-27.75 Please note, at the time of offer, your pay rate will be determined from the pay scale of your start date. For example, if your start date is in 2025, your offer will be from the 2025 pay scale shown above. Nurture talent, fuel growth and embrace the TEAL! SDCCU's compensation philosophy is focused on ensuring employees are paid fairly and equitably without regard to race, sex, age, national origin, color, religion, or mental or physical disability. It is also our intent that our compensation program helps to attract, retain, and recognize individual contributions. Position Summary: The position of Financial Service Representative I is established to provide prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, and deepening member relationships by offering Credit Union products and services to meet members' needs and increase member satisfaction. Maintain quality service standards set by the organization. Minimum Qualifications (Education, Experience, Skills) High school diploma or equivalent. One year of banking experience to include: knowledge of member interviewing techniques, ability to identify and offer/refer products and services to meet members' financial needs; or 2 years of relevant finance related experience; or 6 months of SDCCU member facing work experience may be considered. Demonstrated ability and thorough knowledge of and a willingness to actively promote products and services. General knowledge of Credit Union and/or financial institution loan policies and procedures preferred. Demonstrated professional human relations, communication and organizational skills. College level math and financial calculation skills. Basic level computer skills, including MS Office applications (Word, Excel, Outlook) Professional appearance and demeanor. Essential Duties and Responsibilities Interview members and potential members to determine their financial needs and aid in selecting appropriate products and services. Identify and offer products and services to members to meet their financial needs and/or refer the member to an appropriate representative or partner. Participate in campaigns, contests, member outreach efforts, meetings and one on ones with management. Meet established performance goals as assigned. Accurately record and track all member interactions, referrals and sales, following policy and procedure and maintaining integrity in all actions. Provide an exceptional service experience consistent with Credit Union standards; resolve member complaints quickly and accurately; respond to member inquiries on the phone and in person. Responsible for keeping abreast of current policies, procedures and new products; follow new procedures. Prepare documentation for new accounts, loans and/or card issuance, ensuring adherence to legal requirements and Credit Union policies and procedures. Ensure loan files are complete and accurate with appropriate and thorough comments, along with recommendations to aid in loan decision. Relay loan decision to member along with loan terms and conditions providing financial counsel and alternatives, as needed. Provide timely closing of loans through consistent follow-up of loan approvals. Ensure operational integrity through consistent and timely audits of loan and new account files and documentation with all member interactions. Ensure operational integrity through consistent and timely audits of loans, new account files and obtaining proper documentation with all member interactions. Accurately record and track all member interactions, following policy and procedure and maintaining integrity in all actions. Participate in business development activities including participating in orientations and offsites. Contribute to the overall branch performance by providing guidance to co-workers as directed by management. Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures. Other Duties and Responsibilities Act as an MSR or Receptionist as directed by management. Support management in community development activities. Maintain safe deposit boxes, as applicable. May be required to work weekends and/or extended hours, to include offsite events. Perform other duties as assigned. Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. The noise level in the work environment is usually moderate. Monday-Friday 8:30-5:30 Saturday 8:00/5:00 rotating Sunday:off Full time - 40 hours a week