Member Experience Banking Specialist

California Credit Union; Pasadena (CA); On-site; USD 31,519 - 39,578; Full time

Job summary

California Credit Union is seeking a Full Time Financial Service Representative in Pasadena, CA. The role focuses on opening new accounts, assisting with loans, and cross-selling credit union products to meet member needs.

The FSR works from a branch, delivering prompt, professional service and achieving monthly sales goals while maintaining quality service standards. High school diploma required; two to three years’ financial institution experience preferred.

Qualifications

• Strong communication and interpersonal skills.
• Experience delivering excellent member service.
• Proven ability to meet sales goals.
• Comfort with cross-selling financial products.
• Proficient in using personal computers and standard software.

Responsibilities

• Open new accounts and explain account types and services.
• Assist members with online and mobile banking setup.
• Process loans and coordinate with lending staff for approvals.
• Promote credit union products and services to meet member needs.
• Provide timely responses to member inquiries by phone, in person, or email.
• Maintain compliance with policies and procedures.

Skills

Strong communication

Member service excellence

Sales and referral skills

Time management

Education

High school diploma or equivalent

Tools

PC literacy

Job description

California Credit Union is seeking a Full Time Financial Service Representative in Pasadena, CA. The role focuses on opening new accounts, assisting with loans, and cross-selling credit union products to meet member needs.

The FSR works from a branch, delivering prompt, professional service and achieving monthly sales goals while maintaining quality service standards. High school diploma required; two to three years’ financial institution experience preferred.