Financial Service Representative @ LBS Financial Credit Union - Long Beach, CA

Financial Service Representative

LBS Financial Credit Union
Long Beach, CA
7 days ago

Are you a service-minded and resourceful banking professional with experience in consumer loans looking for your next opportunity to make a difference in the life of a Member?

We’d like to welcome a Financial Service Representative to join our team! This position, under the lead of the Assistant Branch Manager, is dedicated to meeting our Members’ lending needs. The successful candidate must have demonstrated experience working on the platform side of a credit union or bank, but we would also like to see experience in new accounts, financial transactions and financial products. If you are a person who thrives in a responsible position, enjoys a fast-paced environment and have a knack for relationship-based cross-selling, you might be the right fit for our Credit Union!


The Financial Service Representative is responsible for processing a variety of financial transactions as well as identifying Members’ financial needs, with a focus on developing and retaining loyal relationships with the Credit Union and taking a consultative approach to assisting our Members. You will your use existing skills on the platform side to help our Members with originating and funding loans, opening new accounts, and providing information and cross-selling other products and services. We are looking for a genuine and service-minded person, that doesn’t mind helping the teller line and other branches when needed. A focus on providing exceptional Member Service to all our members is a must.

This is a part-time position, 24 hours per week. To be considered you need to be available for scheduling during our hours of operation: Monday – Friday 8:30 AM-6:30 PM and Saturdays 8:30 AM to 2:30 PM. Saturdays are required. Position level will be determined based on experience.


  • High School graduate or equivalent.
  • Some college preferred.
  • A minimum of two (2) years of experience working in a financial institution required. Credit Union or Bank background desired.
  • A minimum of two (2) years previous teller, new accounts, and consumer loan experience required.
  • Demonstrated and thorough knowledge of the consumer loan process is required.
  • Familiarity with DMV processes preferred.
  • Good mathematical skills.
  • Strong PC skills, including Microsoft Word and use 10 Key.
  • Knowledge of USERS system and/or lending platforms preferred.
  • Good relationship-building skills, as well as verbal and written communication skills.
  • Excellent analytical and problem solving skills, as well as ability staying organized, efficient, and accurate in a fast-paced environment.
  • Ability to work well with subordinates, co-workers, and supervisors.


LBS Financial offers our Full-time employees:

  • Excellent benefits package: Medical, Dental, and Vision.
  • Paid holidays and other Paid Time Off: Vacation, Sick, and Floating Holiday.
  • Fully funded pension plan.
  • 401(k), Life Insurance, and Long Term Disability.
  • Rewards and Recognition Program.
  • Paid Volunteer hours.
  • Loan discounts and free branch services.
  • Plus a variety of additional voluntary benefits.

…and we haven’t left our Part-time employees out, LBS Financial offers:

  • We offer voluntary Medical & Dental benefits.
  • Accrued Time Off: Vacation, Sick, and Floating Holiday.
  • Voluntary 401(k) & the opportunity to qualify for fully funded pension plan.
  • Rewards and Recognition Program.
  • Paid Volunteer hours.
  • Loan discounts and free branch services.
  • Discount entertainment, movie tickets, travel, car rentals, and much more.

We are looking for friendly, caring and enthusiastic individuals with a passion for service and accuracy to join our team!

For over 84 years, LBS Financial Credit Union has been committed to serving the local area, focused on connecting families, neighbors and our community with paths to success. LBS Financial is a fiscally stable credit union with over $ 1.5 billion in total assets and serving over 135,000 Members. We connect with our Members through a shared purpose and common goals while providing access and direction to make their financial dreams a reality. Our Credit Union is dedicated to making an impact in the community through employee volunteerism and support for groups with an emphasis on public education or improving our local environment and the well-being of our community.

If you’d enjoy working in a unique, dynamic work environment, come experience the difference that a TOTAL REWARDS package can make in your life. LBS Financial employees enjoy a unique culture focused on the values of Trust, Human Focus, Value, and Teamwork. Come join a team that values Members & Employees (ME).

For additional information about our Credit Union and to apply for this opportunity, please visit our website at Candidates are subject to successful completion of background, bondability, and prior employment verifications. EOE

Part-time 24 hours per week,