Member Experience & Lending Specialist

Wheelhouse Credit Union; Chula Vista (CA); On-site; USD 42,000 - 54,000; Full time

Job summary

Wheelhouse Credit Union in California is seeking an Universal Service Representative I responsible for growing member relationships, opening new accounts, and handling routine teller and vault tasks. You will process deposits, loans, and payments while ensuring accuracy and security.

You will advocate for members, cross-sell credit union products, comply with BSA/CIP regulations, and support branch colleagues at onsite events. Strong sales, service, and communication skills are essential.

Qualifications

• High school diploma or equivalent with 1+ years in financial services.
• Strong sales and service skills.
• Proficient with MS Office and core banking processing system.

Responsibilities

• Provide service and sales support to all assigned areas of the branch.
• Open new memberships and handle deposits, withdrawals, transfers, and loan payments.

Skills

Sales skills

Customer service

Interpersonal skills

Oral communication

Written communication

Education

High school diploma

Tools

Microsoft Office

Banking core processing system

Job description

Wheelhouse Credit Union in California is seeking an Universal Service Representative I responsible for growing member relationships, opening new accounts, and handling routine teller and vault tasks. You will process deposits, loans, and payments while ensuring accuracy and security.

You will advocate for members, cross-sell credit union products, comply with BSA/CIP regulations, and support branch colleagues at onsite events. Strong sales, service, and communication skills are essential.