Floater Member Service Advisor – Flexible Hours & Growth

Credit Union of Southern California; Pomona (CA); On-site; USD 26,000 - 38,000; Full time

Job summary

Credit Union of Southern California (CU SoCal) is hiring a Member Service Officer I, Floater to support the Retail Support Team. You will cover the San Bernardino zone, including Covina, Fontana, Ontario, Pomona and Riverside, with Pomona as a base, and may transfer to other branches as needed.

The role requires flexibility to meet staffing needs and deliver member services; strong cash handling, sales skills, and bilingual English/Spanish abilities are valued.

Qualifications

• High School Diploma or equivalent required.
• 6+ months cash handling experience in retail/service.
• 1+ years in member/customer service preferred.
• Associate degree or higher preferred.
• 3+ years experience in member/customer service desirable.
• Working knowledge of Symitar or similar banking systems.
• Bilingual in English and Spanish appreciated.

Responsibilities

• Process new memberships and share accounts; verify member information and complete requests.
• Process consumer loan applications and communicate loan decisions.
• Build relationships by matching member needs to saving, lending, and convenience products; aim to meet sales goals.
• Handle member inquiries and resolve issues; perform account research as needed.
• Assist members with disputes, debit/ACH/Visa forms and maintain compliance.

Skills

Cash handling

Customer service

Banking systems

Bilingual English/Spanish

Microsoft Office

Education

High School Diploma

Associate degree

Tools

Symitar

Job description

Credit Union of Southern California (CU SoCal) is hiring a Member Service Officer I, Floater to support the Retail Support Team. You will cover the San Bernardino zone, including Covina, Fontana, Ontario, Pomona and Riverside, with Pomona as a base, and may transfer to other branches as needed.

The role requires flexibility to meet staffing needs and deliver member services; strong cash handling, sales skills, and bilingual English/Spanish abilities are valued.