Floating Member Service Specialist

MyPoint Credit Union; San Diego (CA); On-site; USD 47,000 - 70,000; Full time

Job summary

MyPoint Credit Union is seeking a Floating Member Service Specialist to provide versatile support across all branch locations in San Diego, CA. The role involves teller transactions, opening new accounts, lending assistance, and delivering exceptional member service while traveling to branches as needed.

The position requires strong product knowledge, adaptability, and the ability to maintain a high-quality member experience across environments.

Qualifications

• High school diploma or equivalent required.
• Minimum one (1) year of teller, cash handling, banking, or credit union experience required.
• Experience with new accounts, lending, and member service operations preferred.

Responsibilities

• Provide operational and member service coverage at all branch locations as assigned.
• Travel between branches to support staffing needs, employee absences, vacations, training initiatives, and special projects.
• Adapt quickly to varying branch environments, staffing levels, and member service needs.
• Deliver exceptional service while ensuring compliance with all credit union policies and procedures.
• Build and maintain positive relationships with members and colleagues.
• Assist members with establishing memberships and opening new accounts.
• Identify member needs and recommend appropriate products and services.
• Cross-sell credit union products and services that support members' financial goals.
• Process account maintenance requests accurately and efficiently.
• Refer members to appropriate specialists for complex financial needs.

Skills

Customer service

Sales

Relationship building

Communication

Detail orientation

Time management

MS Office

Banking software

Education

High school diploma or equivalent

Tools

Microsoft Office

Banking software

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Floating Member Service Specialist

Full Time Admin Support San Diego, CA, US

2 days ago Requisition ID: 1910

Salary Range: $22.54 To $33.80 Hourly

Location: All Branch Locations (Travel Required)

Position Summary

MyPoint Credit Union is seeking a highly motivated and adaptable Floating Member Service Specialist (MSS) to provide exceptional service and operational support across all branch locations. This position serves as a versatile team member capable of performing teller transactions, opening new accounts, assisting with lending activities, and delivering outstanding member service to both consumer and business members.

The Floating MSS is responsible for traveling between branches to provide coverage for staffing shortages, vacations, training, employee absences, special projects, and fluctuating business demands. This role requires strong product knowledge, operational flexibility, and the ability to quickly adapt to different branch environments while maintaining a consistent, high-quality member experience.

Essential Duties and Responsibilities

Branch Support & Member Service

• Provide operational and member service coverage at all branch locations as assigned.
• Travel between branches to support staffing needs, employee absences, vacations, training initiatives, and special projects.
• Adapt quickly to varying branch environments, staffing levels, and member service needs.
• Deliver exceptional service while ensuring compliance with all credit union policies and procedures.
• Build and maintain positive relationships with members and colleagues.
• Assist members with establishing memberships and opening new accounts.
• Identify member needs and recommend appropriate products and services.
• Cross-sell credit union products and services that support members' financial goals.
• Process account maintenance requests accurately and efficiently.
• Refer members to appropriate specialists for complex financial needs.

Lending Services

• Provide information regarding consumer and real estate loan products.
• Interview, process, load, and fund loans in accordance with established lending policies and procedures.
• Assist members throughout the loan application process while ensuring compliance with applicable regulations.
• Maintain knowledge of current lending products, programs, and requirements.

Teller Operations

• Process deposits, withdrawals, transfers, loan payments, and other transactions for personal and business members.
• Balance cash drawer and maintain transaction accuracy.
• Assist with branch traffic flow during peak service periods.
• Ensure proper handling of negotiable instruments and cash items.

Problem Resolution

• Research and resolve member concerns or issues promptly and professionally.
• Follow up with members to ensure satisfactory resolution.

Compliance & Security

• Maintain compliance with all applicable federal and state laws, regulations, policies, and procedures.
• Adhere to security procedures and regulatory requirements including:
  • Bank Secrecy Act (BSA)
  • Anti-Money Laundering (AML) regulations
  • Office of Foreign Assets Control (OFAC)
  • USA PATRIOT Act
  • Customer Identification Program (CIP)
  • Regulation CC
• Protect the confidentiality of member and organizational information.

Additional Responsibilities

• Participate in training and development activities.
• Assist with special projects and assignments as directed.
• Perform other duties as assigned to support business operations.

Minimum Qualifications

Education & Experience

• High school diploma or equivalent required.
• Minimum one (1) year of teller, cash handling, banking, or credit union experience required.
• Experience with new accounts, lending, and member service operations preferred.

Knowledge & Skills

• Strong understanding of credit union deposit and lending products.
• Working knowledge of retail branch operations and financial services.
• Excellent verbal, written, and interpersonal communication skills.
• Strong sales and relationship-building abilities.
• Ability to effectively explain products, services, policies, and procedures to members.
• Ability to interpret and apply federal regulations, policies, and procedural requirements.
• Strong attention to detail and organizational skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficient with Microsoft Office applications and financial institution software systems.

Physical & Travel Requirements

• Ability to stand for extended periods while assisting members.
• Ability to travel regularly between branch locations.
• Must possess reliable transportation and maintain a valid driver's license.
• Must be available to work at any branch location as business needs require.
• Member Focus
• Teamwork and Collaboration
• Adaptability and Flexibility
• Accountability
• Problem Solving
• Communication
• Relationship Building
• Operational Excellence
• Attention to Detail

Why Join MyPoint Credit Union?

At MyPoint Credit Union, we are committed to improving the financial well-being of our members and communities. We foster a collaborative, service-focused culture where employees are empowered to grow professionally while making a meaningful impact every day.

Equal Employment Opportunity Statement

MyPoint Credit Union is an Equal Opportunity Employer and makes employment decisions without regard to race, color, religion, creed, sex, gender, gender identity, gender expression, sexual orientation, national origin, ancestry, age, disability, medical condition, genetic information, marital status, military or veteran status, citizenship status, or any other characteristic protected by applicable federal, state, or local laws. We are committed to creating an inclusive workplace that values diversity and promotes equal opportunity for all employees and applicants. Reasonable accommodations are available for qualified individuals with disabilities throughout the application and employment process.