Easy Apply
Easy Apply
The Retail Operations Coordinator manages legacy accounts, ensuring compliance and service excellence while providing operational support and staff guidance.
First Entertainment Credit Union is looking for a Retail Operations Coordinator to play a key role in supporting our Member Legacy Services (MLS) function while fostering operational excellence across the Retail Operations team. This role is primarily responsible for servicing legacy accounts, including deceased, trust, and power of attorney, ensuring requests are handled with accuracy and completed within established service level agreements (SLAs).
In addition to legacy servicing, the coordinator may be expected to also assist with department audits and operational support as needed. The ideal candidate is detail-oriented, proactive, and committed to delivering outstanding service. By ensuring compliance, supporting team members, and upholding service level expectations, the Retail Operations Coordinator will help reduce risk, protect assets, and positively impact business and member experience outcomes.
This is a full-time,hybrid opportunity reporting to the Retails Operations Excellence Manager and is based in Hollywood, CA. The targeted pay in California is between $27.81 and $34.76.
Responsibilities
· Conduct member appointments related to Member Legacy accounts with a high level of empathy, professionalism, and accuracy.
· Process and maintain a portfolio of deceased, trust, and power of attorney account requests in compliance with regulatory and internal guidelines.
· Complete account number changes and documentation updates for legacy-related requests and collaborating with internal teams to ensure seamless member experience.
· Provide ongoing guidance to retail staff on legacy account servicing processes and policy interpretation.
· Monitor and maintain service level agreements (SLAs) by tracking progress, identifying pain points, and escalating issues when necessary.
· Serve as a Membership Officer to contribute to quality assurance efforts and assist with audits or other department initiatives when necessary.
· Maintain strong cross-functional relationships and collaborate with teams to support process improvements and deliver efficient solutions.
· Provide operational and administrative support to the MLS team by managing the shared folder, responding to account-related inquiries, assisting with follow-up tasks, and handling communications through Helpdesk tickets, emails, chat, and phone calls.
· Participate in department projects or perform other duties as assigned.
Requirements
· Highschoolgraduateorequivalent.Work-relatedexperienceorrelatedcollegedegreepreferred.
· A minimum of three(3) years of work-related experience in a full-service financial institution or experience in a related field.
· Prior experience with deceased, trust, and power of attorney account handling preferred.
· Excellentcustomerservice,problemsolving,conflictresolution,andcriticalthinkingskills.
· Stellarcommunicationskillsbothverballyandwrittentoconveyinformationeffectively.
· Thoroughknowledgeofregulationsapplicabletoessentialresponsibilities.
· Highly organized with attention to detail and the ability to manage multiple priorities effectively.
· Proficiency in MSOffice products and Symitar for Windows (Epysis).
Top Skills
MS Office
Symitar
Similar Jobs at First Entertainment Credit Union
Financial Services
Oversee the Collections department, ensuring effective operation, compliance, and member experience while analyzing trends and improving processes.
Top Skills:
Jack Henry SymitarMS Office
Financial Services
Manage branch operations, ensure staff achieve goals, provide exceptional service, oversee compliance, and drive business growth initiatives.
Top Skills:
EpisysMS OfficeSymitar
Financial Services
The Member Experience Representative provides exceptional service and support to the credit union's members, promoting products and assisting with inquiries, particularly in digital self-services.
Top Skills:
BillpayEpisysMS OfficeOnline BankingSymitar For WindowsZelle
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
