Member Experience & Lending Specialist

Wheelhouse Credit Union; San Diego (CA); On-site; USD 42,000 - 56,000; Full time

Job summary

Wheelhouse Credit Union in San Diego seeks an Universal Service Representative I to grow member relationships, open new memberships, and process teller and loan transactions. You will act as a member advocate while staying compliant with BSA, CIP, and other regulations.

The role emphasizes sales and service, requires a high school diploma with 1+ year financial experience, and proficiency with Microsoft Office and core processing systems.

Qualifications

• High school diploma or equivalent plus 1+ years in a financial institution.
• Strong sales and service skills.
• Good oral, written, and interpersonal communication.
• Proficient with Microsoft Office and online core processing systems.

Responsibilities

• Provide service and sales support across branch areas.
• Maintain and balance cash drawer; handle deposits and loan payments.
• Open new membership accounts and answer product questions.
• Promote Credit Union products and services.
• Interview and process consumer loan applications as authorized.
• Ensure compliance with BSA, CIP, REG E and related policies.

Skills

Sales & customer service

Interpersonal communication

Time management

Education

High school diploma

Tools

Microsoft Office

Core processing system

Job description

Wheelhouse Credit Union in San Diego seeks an Universal Service Representative I to grow member relationships, open new memberships, and process teller and loan transactions. You will act as a member advocate while staying compliant with BSA, CIP, and other regulations.

The role emphasizes sales and service, requires a high school diploma with 1+ year financial experience, and proficiency with Microsoft Office and core processing systems.