Member Experience Advisor II

Wescom Central Credit Union; Fullerton (CA); On-site; USD 35,000 - 49,000; Full time

Job summary

Wescom Central Credit Union in Fullerton, CA is seeking a Member Service Associate to assist members with memberships, loans, deposits and account services. You will serve as the first contact, provide product information and refer members to Wescom offerings when appropriate, including home equity and mortgage referrals.

Strong customer service experience in financial services, NMLS and Notary Public licensing requirements apply.

Qualifications

• High School graduate.
• Previous financial industry and customer service experience preferred.
• Notary Public license and NMLS registration requirements.

Responsibilities

• Provide consultative services to members regarding credit union products and services.
• Assist members with memberships, loans, deposits and general account needs.
• Process transactions accurately and act as a first point of contact for members.

Skills

Customer service

Financial services

Communication skills

Education

High School diploma

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Wescom Central Credit Union in Fullerton, CA is seeking a Member Service Associate to assist members with memberships, loans, deposits and account services. You will serve as the first contact, provide product information and refer members to Wescom offerings when appropriate, including home equity and mortgage referrals.

Strong customer service experience in financial services, NMLS and Notary Public licensing requirements apply.