Job Opportunities API

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. We value and rely on the unique talents and contributions of our employees to absolutely excel in member engagement by Delivering Signature Experience. Salary Grade: 152N Salary Pay Range for This Position: $23.51 - $32.96 POSITION SUMMARY: Are you ready to be the friendly voice that makes someone's day? As a Member Contact Center Representative, you'll be the heart of a fast-paced contact center, delivering exceptional service with a smile (even over the phone!). You'll be the go-to expert for our members – providing quick, clear, and accurate answers about everything from savings accounts and loans to the latest promotions. You'll play a key role in solving problems, sharing product knowledge, and making every interaction count - all while keeping our members happy and informed from the very first hello! We have multiple openings available throughout our Anaheim Hills Operations Center & Pasadena Administrative Office, apply now! ESSENTIAL POSITION FUNCTIONS: Consistently provides a high level of service and is committed to increasing member satisfaction. Demonstrates adherence to the Member Contact Center (MCC) Service 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 learning how to deliver 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. Assists members with savings products, including checking, certificate and money market accounts. Actively participate in training/self development to understand the basicsin the legal aspects of accounts (e.g. trusts, fiduciary accounts, Power of Attorneys, etc.). Provides member assistance and education with home banking platform and mobile devices. Targets and achieves individual goals in support of department goals. Learn how to contributes to Wescom growth through needs-based sales and service skills to match services to member needs. Ensures 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. Makes referrals for home equity products to department Mortgage Loan Originators and referrals for first mortgages to Mortgage Loan Originators in Real Estate. Meets personal development and training objectives established by Department Manager. Completes Wescom University core curriculum, including required regulatory training. Possibly trains other employees in routine procedures. Maintains applicable skills to effectively utilize in technology applications including the operating system and ancillary systems. Contributes to organizational efforts in process improvement. Ensures department 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 maintaining the MCC Responsibility Guidelines. Communicates well both verbally and in writing, effectively shares information and ideas with others, and demonstrates good listening skills. Ensures individual appearance reflects the desired level of professionalism. Maintains the physical environment of the work area according to Wescom standards. Maintains good attendance and punctuality in adherence with Wescom policy. EDUCATION, EXPERIENCE, SKILLS AND ABILITIES: High School graduate. Previous financial industry and customer service experience preferred. Must demonstrate the willingness and the ability to learn the necessary technology applications utilized within the MCC, including the Credit Union’s operating system. 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 percent and to draw and interpret bar graphs. PHYSICAL DEMANDS: 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. While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle or feel; reach with hands and arms, climb or balance, stoop kneel, crouch, crawl; talk or hear and taste or smell. The employee must occasionally lift and/or move up to 10 pounds. Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing functions of this job. The noise level in the work environment is moderately quiet. It is a non-smoking environment. The above job requirements are representative of minimum levels of knowledge, skills, and abilities. The marginal functions have not been included. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job description in no way implies that these are the only duties to be performed. An employee will be required to follow any other job-related instructions and duties as requested by the supervisor and/or management. If you are applying for a Hybrid/Remote position, please note applicants are required to reside within our Wescom service areas which are defined as the following counties: Los Angeles, Orange, San Bernardino, Riverside, Ventura, Santa Barbara, San Diego, Imperial ,Fresno, Kern, Kings, Madera, Merced, Mariposa, Monterey, San Benito, San Joaquin, San Luis Obispo, Santa Cruz, Stanislaus and Tulare counties. Wescom Financial is an Equal Opportunity Employer (Male/ Female/ Veteran/Disability/ Gender Identity/ Sexual Orientation) California Privacy Notice at Collection of Personal Information: If you are a resident of the State of California and are a job applicant, see California Privacy Notice relating to job applications. Who We Are Since 1934, Wescom Financial has been dedicated to helping members throughout Southern & Central California build better lives. Now with 30 branches, we provide essential banking solutions to more than 250,000 members. We truly value providing member focus, excellence, and integrity, which helps us in our interactions with our team members, members, volunteers, vendors, and others alike. These core values have shaped our organization into who we are today. Our goal is not only to meet expectations but also to exceed them in everything we do. To learn more about Wescom’s rich history please click here: The Wescom Story. What We Believe At Wescom Financial, we value and rely on the unique talents of our team members who contribute to supporting one another in achieving personal fulfillment and helping our members build better lives. If we are not serving a member, we are serving a team member who is. For the second year in a row, Wescom Financial has been recognized as America's Best Regional Bank and Credit Union by Newsweek and is Great Places to Work Certified. At Wescom, everyone has a seat at the table. The Inclusion and Diversity Committee and Council help set the foundation for an even more inclusive culture at Wescom. Benefits & Perks In addition to helping build better lives for Californians, we offer an exceptional and comprehensive compensation package to our valued team members, which include: Remote and hybrid work options Work/life balance (i.e., two mental health days, flex scheduling, alternative work schedules) $1,000 Employee Referral Bonus Program Benefits for full-time and part-time team members Paid time off: Vacation, floating holidays (full-time only), sick, 2 mental health day, 10 bereavement days, and 10 observed holidays, including Juneteenth Comprehensive medical, dental, and vision plan coverage, including EAP+ Work/Life Program Adoption and surrogacy assistance 401(k) Plan with employer matching Generous educational programs: Education reimbursement, student loan repayment plan, college grant for eligible children Wellness Program: Increase health, happiness, and productivity, ability to earn rewards by participating in Healthy YOU, two onsite fitness centers, gym membership discounts for LA Fitness Transit subsidy reimbursement for public transportation Fun Express and Tickets at Work: Discounts at entertainment venues in California and beyond Wescom University Department dedicated to providing learning and development opportunities to team members Leadership/Emerging Leadership Programs for aspiring leaders Discounted rates on loan products for team members Wescom Foundation Wescom is more than banking – we are a network of members and employees dedicated to making California a better place for all. The Wescom Foundation works to improve the lives of Californians by supporting community-based organizations through strategic grant making and community engagement. The Wescom Foundation’s grant making focuses on the following areas: Critical Human Needs, Financial Wellness, and Disaster Response. In addition, the Wescom Foundation focuses on identifying and sponsoring volunteer opportunities for employees as well as providing a vehicle for tax-deductible non-profit organization contributions through payroll deductions. These contributions are, in turn, matched dollar for dollar by Wescom Financial. Since its founding, the Wescom Foundation has selected a number of non-profit organizations to sponsor throughout the year. For more information about the Wescom Foundation click here: Wescom Foundation.