Member Experience & Lending Specialist II

Wescom Financial; Costa Mesa (CA); On-site; USD 35,000 - 49,000; Full time

Job summary

Wescom Financial is seeking a Customer Service driven team member to assist members with daily banking needs and product referrals. You will handle transactions, respond to inquiries, and support cross-sell opportunities with accuracy and courtesy.

The role emphasizes building member relationships, maintaining data integrity, and complying with policies while promoting Wescom solutions through proactive engagement.

Qualifications

• High School graduate; excellent customer service and communication skills.
• Ability to promote products and services and refer members to specialists.
• Proficiency with Microsoft Office and basic data entry.

Responsibilities

• Assist members with deposits, withdrawals and transfers.
• Promote Wescom products and services and refer to specialists.
• Process loan and credit card applications and provide basic guidance.
• Maintain confidentiality and accuracy in all transactions.

Skills

Customer service

Communication

Sales

Education

High School diploma

Tools

Microsoft Office

Job description

Wescom Financial is seeking a Customer Service driven team member to assist members with daily banking needs and product referrals. You will handle transactions, respond to inquiries, and support cross-sell opportunities with accuracy and courtesy.

The role emphasizes building member relationships, maintaining data integrity, and complying with policies while promoting Wescom solutions through proactive engagement.