Buscar empleo: 97 ofertas de trabajo de Information Technology en Van Nuys, California (octubre 2025)

Technicolor Federal Credit Union

Relationship Development Representative

hace 3 días

Burbank

Job Description SUMMARY: The RDR is responsible for originating, cultivating, and enhancing relationships with new and existing Select Employer Groups (SEGs), by providing high-quality, member-focused sales and service as well as assisting members in the completion of financial transactions such as deposits, withdrawals, payments, and new accounts. The RDR is expected to prospect, develop, and manage new SEG relationships while enhancing existing relationships. To achieve this, it is expected that the role be proactive in providing financial solutions to both existing and prospective clients. Also responsible for increasing the credit union’s deposit base through various products, developing sound and profitable business relationships, credit assessment, and exceeding customer needs and expectations while complying with credit union policies and procedures and regulatory requirements. The individual in this role is expected to consistently meet or exceed established sales goals and standards based on TFCU guidelines. Must demonstrate the ability to solve escalated member problems and/or helps with complex member questions or work-related matters. DUTIES & RESPONSIBILITIES: The RDR will serve as a liaison between members and the credit union in a positive manner. Develop relationships with new and existing SEGs, businesses, and referral sources for the purpose of providing credit union services and increasing TFCU’s member base. Prospect, track, follow up, visit, and present credit union offerings to prospective and existing SEGs and businesses. In addition to business development activities, support the operations team by providing transactional support (posting transactions including deposit and loan transactions), and assisting members by phone, in person, and via electronic communication, with the ability to provide information on the full range of credit union products and services. Open accounts for members, listen to member’s needs, ask probing questions, and provide solutions to professionally handle the members’ inquiries. The RDR must execute the essential duties of this position in a manner that consistently demonstrates the core values of Technicolor Federal Credit Union in a positive and proactive manner. Works closely with the Manager of Operations and Member Experience and supports the achievement of unit sales goals by identifying opportunities for the cross-selling of credit union products and services and referring members to the appropriate business partners. The following duties are the essential functions of the RDR position. · Represent the credit union in a positive, professional manner and present products and services to members and SEGs, both existing and prospects. · Participate in initiatives to grow and enhance member experience and consistently meet or exceed established sales goals and standards based on TFCU guidelines. · Greet and welcome all members and visitors to the credit union promptly and courteously as they enter the branch and throughout interactions. Provide efficient and accurate service in the processing of transactions and throughout interpersonal interactions. · Provide members with all necessary information for membership while adhering to regulatory guidelines and Credit Union policies and procedures. Open new accounts and service existing accounts. Audit new account information and documentation. · Travel required: Provide coverage for locations in Burbank and Los Angeles when needed. Required to visit businesses and SEG prospects. · Promote credit union products and services based on member needs that are obtained from member interviews and/or review of the member’s account. Conduct needs conversations on credit union services and programs with each new credit union member and prospect. Actively cross-sell products and services. · Provide in-person, telephone, and electronic, general and specific service-related information concerning credit union products or policies. Respond to telephone, email, or electronic requests submitted by members, providing professional, prompt, efficient, and accurate information and service. · Respond to member requests, problems, and complaints, resolving issues, and/or directing them to the appropriate person for specific information and assistance. Demonstrate the ability to de-escalate situations with members and business partners to resolve situations. · Process member transactions, including mail transactions. Handle requests from members for transfers of shares to loan payments, share withdrawals, check requests, Certificate transactions, line of credit advances, and any other requests received by members. Mail receipts and checks to members as indicated by policy and procedure. · Manage daily workflow and complete work timely and accurately. · Demonstrate the ability to consistently manage multiple priorities effectively and efficiently. · Research accounts for deposit, withdrawal, and loan-payment discrepancies and assist members in balancing their accounts. · Assist members with proper completion of online enrollment, online bill pay, payroll deduction, and direct deposit as necessary. Provide guidance with electronic banking inquiries. · Provide information on investment alternatives to members wishing to deposit funds in the credit union. · Maintain up-to-date and comprehensive knowledge on all credit union products and services, related policies and procedures, and rules and regulations that are handled or promoted by Member Service Representatives. · Complete compliance assessments, ongoing training, and adhere to applicable laws and regulations. Must comply with all Bank Secrecy Act (BSA) and other Anti-Money Laundering (AML) Laws and Regulations, as they pertain to federal guidelines and internal policies and procedures. · Must consistently report to work on time, as scheduled. · Assist members with complex account structures including but not limited to the establishment and servicing of Trust Accounts, Powers of Attorney (POA), Individual Retirement Accounts (IRA), decedent accounts and business accounts. Demonstrate the ability to service such accounts in accordance with policies, procedures and regulatory requirements. · Assist Branch Manager with operational reports. · Recommend, document, and update processes and procedures as needed. · Other duties including special projects may be assigned by the Branch Manager, VP of Operations and/or the President/CEO. SUPERVISORY RESPONSIBLITIES: This position does not have any supervisory requirements. QUALIFICATION REQUIREMENTS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. EDUCATION & EXPERIENCE: This position requires a High School Diploma or GED Certification. · This position requires a minimum of 2 years of Credit Union or Banking experience · Minimum 2 years of sales/business development, cash handling, operations, and/or customer service experience · Excellent organizational, collaboration, and problem solving skills · Excellent oral, written, and presentation skills are required LANGUAGE SKILLS: Ability to read, analyze and interpret common credit union industry events, journals, financial trends and consumer oriented issues. Ability to respond to common inquiries or complaints from members, regulatory agencies, or members of the business community. MATHEMATICAL SKILLS: Ability to calculate figures and amounts as required such as discounts, interest, commissions, proportions, percentages, area, circumference and volume. Ability to apply concepts of basic algebra, geometry and statistics are required. REASONING ABILITY: Ability to define problems, collect data, establish facts, and draw valid conclusions is required. CERTIFICATES, LICENSES, REGISTRATIONS: · A valid state issued driver’s license · Current automobile insurance · Government issued documents that establish both identity and authorization to work in the United States COMPUTER SKILLS: The ability to operate a personal computer with a high level of proficiency in the following applications: • Microsoft Word, • Microsoft Excel, • Microsoft PowerPoint, • Outlook 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, unless doing so would pose an undue hardship on TFCU’s business. While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 50 pounds. Specific vision ability required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus. WORK ENVIRONMENT: The work environment characteristics described here are representative for those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with a disability to perform these essential functions, unless doing so would pose an undue hardship on TFCU’s business. The noise level in the work environment is usually moderate. Technicolor Federal Credit Union provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Technicolor Federal Credit Union complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, and transfer, leaves of absence, compensation and training. Technicolor Federal Credit Union expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Technicolor Federal Credit Union employees to perform their job duties may result in discipline up to and including termination. Company DescriptionA well respected financial institution serving the Los Angeles area with a focus on creative people.A well respected financial institution serving the Los Angeles area with a focus on creative people.

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