Member Experience Advisor II – Hybrid

Wescom Credit Union; Sherman Oaks (FL); On-site; USD 35,000 - 49,000; Full time

Job summary

Wescom Credit Union in Sherman Oaks is seeking a Member Service Representative to assist members with deposits, loans, and account services. You will work as the first point of contact, delivering accurate information and promoting Wescom products.

The role emphasizes service quality, advisory conversations, and referral opportunities across branches and partners. Strong cash handling, computer skills, and a commitment to member satisfaction are essential.

Qualifications

• High School graduate.
• Previous financial industry and customer service experience preferred.
• Proficient in Microsoft applications (Word, Excel, Outlook). Must be proficient in technology applications including the Credit Union’s operating system and specialized software required for performance of position.

Responsibilities

• Provides consultative services to members regarding credit union products and services by assessing member needs.
• Assists members in establishing memberships, loan accounts and services, share accounts and savings services, completing necessary documents and performing data entry of records in compliance with audit requirements.
• Processes transactions for members and frequently serves as the initial point of contact between the Credit Union and members.
• Actively identifying Wescom product and service referral opportunities and working closely with all branch business partners and specialists.
• Maintains knowledge of products and services and performs day to day transactions for members including deposits, withdrawals and transfers.

Skills

Customer service

Communication skills

Education

High School diploma

Tools

Microsoft Office

Job description

Wescom Credit Union in Sherman Oaks is seeking a Member Service Representative to assist members with deposits, loans, and account services. You will work as the first point of contact, delivering accurate information and promoting Wescom products.

The role emphasizes service quality, advisory conversations, and referral opportunities across branches and partners. Strong cash handling, computer skills, and a commitment to member satisfaction are essential.