Location: Anaheim,CA, USA
POSITION SUMMARY:
In order to make an application, simply read through the following job description and make sure to attach relevant documents.The Client Services Coordinator I position is vital to the operations of Wescom Resources Group, a CUSO of Wescom Credit Union, providing core systems management and data processing for credit unions. This position is responsible for providing WRG's hosted client base with an exceptional level of service for data processing, network connections, and operational needs.
Provides immediate responses to clients regarding multiple core systems, processes, and connections. This position requires detailed technical and process knowledge of credit union operations, in-depth knowledge of KeyStone and/or Symitar core systems, IT services, and network connections, and financial systems.
Manages the implementations of clients' core systems needs relating to clients' and new vendors' connections, new and changes to job files processing, core releases and patches, disaster recovery testing, core programming, database storage, and purge processes.
Builds and maintains strong relationships with Credit Unions' executive management and staff, becoming an extension of their team. Meets with assigned clients periodically to discuss and understand their goals and needs. Serves as the primary point of contact for client projects and concerns.
This position requires analytical skills for investigation and reporting, strong relationship building, communication, and leadership skills.
ESSENTIAL POSITION FUNCTIONS:
EDUCATION AND EXPERIENCE:
Bachelor's Degree and three to five years experience in a related field preferred. Equivalent experience level may offset educational requirement.
OTHER SKILLS AND ABILITIES:
COMPUTER SKILLS:
Proficient in Microsoft applications (Word, Excel, Outlook).
MATHEMATICAL SKILLS:
Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rates, ratios, and percent and to draw and interpret bar graphs.
PHYSICAL DEMANDS:
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. While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle or feel; reach with hands and arms, climb or balance, stoop kneel, crouch, crawl; talk or hear and taste or smell. The employee must occasionally lift and/or move up to 10 pounds. Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
WORK ENVIRONMENT:
This position may qualify as Remote or Hybrid with a home base at one of Wescom's offices. The Remote or Hybrid status may be discontinued by Wescom in its sole discretion at any time and for any reason or no reason, with or without notice by Wescom or Employee.
If you are applying for a Hybrid/Remote position, please note applicants are required to reside within our Wescom service areas which are defined as the following counties: Los Angeles, Orange, San Bernardino, Riverside, Ventura, Santa Barbara, San Diego, Imperial, Fresno, Kern, Kings, Madera, Merced, Mariposa, Monterey, San Benito, San Joaquin, San Luis Obispo, Santa Cruz, Stanislaus, and Tulare counties.
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