Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted yesterday

Service Delivery Representative III

SchoolsFirst Federal Credit Union60 open roles

Where
Riverside, CA
Work mode
On site
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowService Delivery Representative IIISchoolsFirst Federal Credit Union · Riverside, CA

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on SchoolsFirst Federal Credit Union's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

9.5% of postings close within 7 days. Measured by our own scanner across the market. SchoolsFirst Federal Credit Union postings stay open a median of 29 days.

Share of postings closed within
  1. 1.8%1 day
  2. 4.0%3 days
  3. 9.5%7 days
  4. 15.6%14 days
  5. 33.9%30 days
This job: posted yesterday

SchoolsFirst Federal Credit Union median: 29 days open

The posting

We’re always looking for diverse, talented, service-oriented people to join our exceptional team.

Service Delivery Representative III

The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.

Pay Range:

$24.56 - $35.62

Scheduled Weekly Hours:

25

What You’ll Be Doing

To serve as our Members' first channel of choice along with eServices, Chat, and Secure Message channels for their financial needs, to be there for our Members when they are unsure how to proceed, and to be there for them when other channels are unable to support their needs. Our job is to be ready and willing to consistently provide World-Class Personal Service on each and every contact.

  • Handle Member inquiries by leveraging knowledge and resources about various different products, services, processes, procedures, and policies. Navigate the internal support website to provide solutions and drive calls efficiently. Identify and collaborate with the appropriate support departments to ensure timely resolution of issues.
  • Suggest ways that our Members can easily access and manage their accounts. Proactively identify ways to help make their lives easier by sharing the benefits of different channels to increase convenience, ease of use, efficiency, or any additional assistance our Member may need. Understand which benefits are important to our Members and suggest personalized options for Members to better access and manage their accounts.
  • Perform account transactions and requests with accuracy, ensure your Members’ needs are met by clearly answering all their questions, and seeking out assistance as needed.
  • Maintain the confidentiality of Credit Union and Member records.
  • Protect the security of our Members’ accounts by properly identifying Members and listening for indications of Member impersonators and/or fraudsters before conducting transactions.
  • Work independently while fostering strong team relationships by sharing knowledge, resources, trends, and best practices with teammembers.
  • Navigate various technology systems, work with multiple computer screens, and adapt to evolving software and technology enhancements.
  • Perform advanced research on Member accounts with problem-solving to identify and correct Member concerns with following-through to resolution.
  • In-depth knowledge of our products and services to make recommendations which may be of benefit to our Members. Explain benefits in a manner that supports Member understanding and includes promotions and financial education resources.
  • Effectively de-escalate calls using care, compassion, and empathy to provide options and seek guidance from specialty departments or advanced support.
  • Works independently to problem solve, take initiative, use good judgement for decision making within prescribed limits.
  • Advocate for Members with an ability to uncover and understand the true need being expressed, to evaluate and propose viable resolution.
  • Assist with department projects, support service initiatives, creating training resources, and provide improvement opportunities for processes or functions.
  • Serve as a mentor for new teammembers by providing peer coaching and beneficial feedback, sharing best practices, assisting with training, modeling the way, and actively recognizing others.
  • Areas of Responsibility:
  • Advanced knowledge of account fraud transactions
  • Dispute and fraud card claim intake
  • Advanced knowledge of credit card functions, interfacing with multiple complex systems.
  • Advanced knowledge of debit card functions, interfacing with multiple complex systems.
  • Advanced loan account maintenance and recommendations
  • Set up and revise electronic payments
  • Set up/revise/cancel ACH payments
  • Advanced knowledge of specialty products, i.e., Summer Saver, Paycheck Planner, and share certificates
  • Advanced knowledge of retirement products
  • Facilitate account vesting changes
  • Verify Membership eligibility
  • Awareness of legal processes, i.e., levies, subpoenas, escheat, fiduciary accounts, etc.
  • Advanced knowledge of NCUA share insurance coverage
  • Provide next level support for SDR I and SDR II teammembers
  • Ability to process international and domestic wire transfers
  • Ability to process Secure Message correspondence
  • Advanced technical knowledge with eServices and Chat channels, to include troubleshooting, assisting with Zelle and other electronic money transfer systems.

Additional Job Functions

  • Performs other duties as assigned
  • Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions

Qualifications

  • High School Diploma or GED required
  • 3-5 years of previous related experience required
  • Credit union/financial institution experience preferred

Knowledge, Skills, and Abilities

  • Essential communication skills include empathizing, being engaging, focused, and attentive, using reflective listening, and asking open-ended questions to build connections and be a trusted advisor
  • Listens without interrupting
  • Asks questions to clarify and verify information
  • Recaps transaction to ensure understanding
  • Identifies essential information
  • Enters information quickly
  • Displays expected level of accuracy
  • Summarizes transaction clearly and concisely
  • Uses correct terminology
  • Problem-solving skills

SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring

At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you’re excited about a position or wanting to make a career change but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.

SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.

This organization participates in E-Verify.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against SchoolsFirst Federal Credit Union's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on SchoolsFirst Federal Credit Union's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    SchoolsFirst Federal Credit Union's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.