Hybrid Member Experience Specialist II

Wescom Financial; Costa Mesa (CA); Hybrid; USD 34,867 - 48,780; Full time

Job summary

Wescom Financial is seeking a Member Service Representative in Costa Mesa, California. In this role, you will provide consultative services to members regarding credit union products and services, assist them in establishing memberships and loan accounts, and promote member engagement. The ideal candidate will have customer service experience, a high school diploma, and proficiency in Microsoft applications. Benefits include a competitive salary range of $25.31 - $35.41 per hour and opportunities for career growth.

Qualifications

• High School graduate.
• Previous financial industry and customer service experience preferred.
• Proficient in Microsoft applications such as Word, Excel, and Outlook.

Responsibilities

• Provide consultative services regarding credit union products.
• Assist members in establishing accounts and processing transactions.
• Identify product and service referral opportunities.

Skills

Customer service skills

Knowledge of financial products

Proficient in Microsoft applications

Education

High School diploma

Tools

Credit Union operating system

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Wescom Financial is seeking a Member Service Representative in Costa Mesa, California. In this role, you will provide consultative services to members regarding credit union products and services, assist them in establishing memberships and loan accounts, and promote member engagement. The ideal candidate will have customer service experience, a high school diploma, and proficiency in Microsoft applications. Benefits include a competitive salary range of $25.31 - $35.41 per hour and opportunities for career growth.