Floater Member Services Officer — Branch Ops & Staffing

Credit Union of Southern California

Whittier (CA)

On-site

USD 32,000 - 46,000

Full time

7 days ago

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Benefits offered by this job

Competitive pay

Great health benefits

Strong workplace culture

Job summary

Credit Union of Southern California in Whittier, CA, is seeking a Member Service Officer III, Floater, to join the Retail Support Team. You will staff across zones, support branch operations, and act as a financial advisor to Members. This role involves documenting procedures and contributing to mergers or special projects.

Base location is the Whittier Greenleaf branch. Strong communication, customer service, and familiarity with MS Office are essential; driving and transportation requirements

Qualifications

3+ years’ experience with a financial institution in Member/customer service.
The role requires driving with a CA driver's license and reliable transportation.
Proficiency in MS Office programs (Word, Excel, Outlook, Teams) and strong communication skills.

Responsibilities

Process new memberships and accounts, review documents for accuracy, and counsel Members.
Assist Members with loans, loan documents, and DMV paperwork as needed.
Develop relationships with Members and meet defined sales goals.
Handle Member inquiries and resolve issues to exceed service standards.
Train and onboard new Member Service Representatives.

Skills

Member service

Communication

Team coordination

Financial knowledge

Education

High School Diploma or GED

Associate degree (preferred)

Tools

MS Office

Job description

Base location is the Whittier Greenleaf branch. Strong communication, customer service, and familiarity with MS Office are essential; driving and transportation requirements

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