Member Experience Specialist

Financial Partners Credit Union; California (MO); Hybrid; USD 20,000 - 27,000; Full time

Job summary

Financial Partners Credit Union in Orange, CA is seeking a friendly Member Service Officer to greet members and guide them through Online and Mobile banking options, and to assist with cash handling and basic account services.

You will open and close deposits, identify loan opportunities, educate members on ATM, e-banking and other services, and work as part of a collaborative team to deliver excellent service.

Responsibilities

• Greet member by name and assist with using the PTM and other self-service tools.
• Open and close checking, savings, money market, CD, IRA accounts per policy.
• Identify and refer loan opportunities to PBO, Branch Manager or MLC.
• Proactively identify opportunities to serve members using the Mini-FiNap process.
• Educate members on services: mobile, e-banking, e-quest, bill pay, direct deposit, ATM, shared branches.
• Use sound judgment when opening new accounts and processing deposits to minimize risk.
• Research and resolve escalated member issues.
• Work as a team player, prioritize tasks and manage high-volume traffic.
• May assist other branches as needed.

Job description

Financial Partners Credit Union in Orange, CA is seeking a friendly Member Service Officer to greet members and guide them through Online and Mobile banking options, and to assist with cash handling and basic account services.

You will open and close deposits, identify loan opportunities, educate members on ATM, e-banking and other services, and work as part of a collaborative team to deliver excellent service.