Member Experience Advocate II

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

Job summary

Wescom Central Credit Union in Corona, CA is seeking a friendly, detail-oriented Member Service Representative to assist members with accounts, loans and services, and to provide accurate information on Wescom products. You will help new members establish memberships and set up essential services.

In this role you will process transactions, answer inquiries, refer members to insurance and financial services partners, promote home equity and mortgage referrals, and ensure compliance with

Qualifications

• High School graduate.
• Previous financial industry and customer service experience preferred.
• An employee will be required to follow any other job-related instructions and duties as requested by branch management.

Responsibilities

• Assist members with accounts, loans and services.
• Provide consultative member engagement and referrals.
• Process teller transactions and perform data entry.
• Maintain knowledge of Wescom products and services.

Skills

Customer service

Interpersonal skills

Communication skills

Education

High School diploma

Tools

Microsoft Word

Microsoft Excel

Outlook

Job description

Wescom Central Credit Union in Corona, CA is seeking a friendly, detail-oriented Member Service Representative to assist members with accounts, loans and services, and to provide accurate information on Wescom products. You will help new members establish memberships and set up essential services.

In this role you will process transactions, answer inquiries, refer members to insurance and financial services partners, promote home equity and mortgage referrals, and ensure compliance with