Hybrid Member Services Specialist II

Wescom Central Credit Union; West Covina (CA); On-site; USD 34,867 - 48,780; Full time

Job summary

Wescom Central Credit Union in West Covina, CA, seeks a frontline member service representative to provide consultative guidance on credit union products and services. You will assist with memberships, accounts, loans, and deposits, and process transactions while delivering a signature member experience.

You will actively refer members to Wescom products, promote home equity options, and support omni-channel banking through in-branch and digital channels.

Qualifications

• High School graduate required or equivalent.
• Previous financial industry and customer service experience preferred.
• Must be able to follow policy, maintain accuracy, and perform data entry for member accounts.

Responsibilities

• Provide consultative services to members regarding credit union products and services.
• Assist members with memberships, loan accounts, share accounts, and deposits.
• Process transactions and serve as first point of contact with members.
• Refer members to Wescom products and services to deepen relationships.
• Handle applications for home equity products and referrals for first mortgage real estate services.

Education

High School graduate

Tools

NMLS registration

Notary Public

Microsoft Office

Job description

Wescom Central Credit Union in West Covina, CA, seeks a frontline member service representative to provide consultative guidance on credit union products and services. You will assist with memberships, accounts, loans, and deposits, and process transactions while delivering a signature member experience.

You will actively refer members to Wescom products, promote home equity options, and support omni-channel banking through in-branch and digital channels.