Back to Job Search
  • Sector: Call Center
  • Function: Customer Service Representative
  • Contact Email:
  • Duration: Temp to Hire
  • Start Date: ASAP
  • Expiration Date: 18 August 2022
  • Job Ref: Nelson_2170808_1658267317

Job Number: 2170808

Federal Credit Union based in the city of Hollywood, CA is seeking Financial Services Representatives to work in their contact center. This hybrid role will work in Hollywood 2 days per week, then remotely for the remaining 3. This is a fun company to work for with clientele from the Entertainment Industry.


  • Supports practices and maintains established department services standards and goals.
  • Accurately present information and performs tasks associated with processing members request for transactions, opening and closing various account types offered by the credit union. Ensures these task all performed by following policies and procedures.
  • Accurately present information by analyzing, troubleshooting and finding solutions with every member interaction (phone, live chat, and secured messaging).
  • Actively identify opportunities and needs to effectively cross-sell products and services that meet member needs.
  • Accurately perform monetary and file maintenance transactions, such transfers, withdrawals, payments, advances, and account record changes.
  • Perform clerical or administrative tasks that support the operation of the department. Promptly and accurately complete required reports and required recordings.
  • Keep Manager informed of area activities and significant problems.
  • Overtime hours may be required from time to time


  • High School Diploma or equivalent. Some previous work-related experience or related college degree preferred.
  • Two years' experience as a multi-skilled Financial Service Representative and/or -Member Service Representative at a full-service financial institution or experience in a related position in a related field.
  • Possess good customer service and sales skills.
  • Possess good communication skills, both verbal and written.
  • Possess thorough knowledge of Credit Union products and services, procedures and guidelines and field of membership requirements.
  • Ability to read, speak and write clearly to convey information effectively.
  • Possess good interpersonal skills to communicate and represent the Credit Union positively with members, co-workers and management. A significant level of trust and diplomacy required, in addition to courtesy and tact.
  • Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusion or approaches to regular and customary problems.
  • Pays close attention to detail.
  • Excellent organization, planning, and follow-up skills.
  • Able to use good judgment daily within scope of authority. Decisions are limited and customarily made as recommendations.
  • Flexible and adaptable to change.
  • Able to handle multiple tasks, responsibilities and/or projects.
  • Knowledge of how to use a personal computer and MS Office products on a daily basis (Word, Excel, Outlook), and Symitar for Windows (Epysis).
  • Ability to resolve inter-personal conflict and miscommunications.
  • Solid math skills

About Nelson:

If you're looking for a new opportunity, the recruiting and staffing experts at Nelson can help. We work with companies of all types and sizes across all industries. We help people like you find exciting roles with employers ranging from Fortune 100, government, and nonprofit organizations to local businesses, industry leaders, and the most agile start-ups. The candidates we work with appreciate our responsive approach, genuine relationships, and exceptional service. With a commitment to transparency, authenticity, and credibility, we look forward to our jobs every day, and we're excited to help you find the job you've been looking for. Nelson is an EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.