Member Experience Specialist

Financial Partners Credit Union; Downey (CA); On-site; USD 29,000 - 33,000; Full time

Job summary

Financial Partners Credit Union in Downey, CA, is seeking a Member Service Officer to deliver exceptional customer service and branch support. You will respond to member inquiries, assist with account management, and ensure a seamless, compliant experience.

The role emphasizes accurate records, collaboration across departments, and ongoing participation in service improvements to strengthen member loyalty and trust, while adhering to regulatory requirements.

Qualifications

• High school diploma or equivalent.
• Proven experience in customer service or member relations, preferably in a financial or service-oriented environment.
• Strong communication skills, both verbal and written.
• Basic computer proficiency, including experience with CRM software.
• Ability to handle sensitive information with confidentiality and professionalism.

Responsibilities

• Respond promptly and professionally to member inquiries via phone, email, and in-person interactions.
• Assist members with account management, including processing applications, updates, and transactions.
• Identify and resolve member concerns or complaints by coordinating with relevant departments.
• Maintain accurate and detailed records of member interactions and transactions in the database.
• Provide members with information about products, services, policies, and procedures to support informed decision-making.
• Support outreach efforts to educate members about new offerings and benefits.
• Collaborate with team members to improve service delivery and member satisfaction.
• Adhere to compliance and regulatory requirements in all member interactions.

Skills

CRM software

Customer service

Communication

Microsoft Office

Education

High school diploma or equivalent

Associate's or Bachelor's degree (preferred)

Tools

CRM tools

CRM platform

Job description

Financial Partners Credit Union in Downey, CA, is seeking a Member Service Officer to deliver exceptional customer service and branch support. You will respond to member inquiries, assist with account management, and ensure a seamless, compliant experience.

The role emphasizes accurate records, collaboration across departments, and ongoing participation in service improvements to strengthen member loyalty and trust, while adhering to regulatory requirements.