Member Experience Specialist

Financial Partners Credit Union; Laguna Woods (CA); On-site; USD 28,000 - 33,000; Full time

Job summary

Financial Partners Credit Union is seeking a Member Service Officer in California to deliver outstanding customer service at branches and support member inquiries and transactions. You will help with account updates, service requests, and liaise with other departments to resolve issues, contributing to member satisfaction and loyalty.

The role emphasizes excellent communication, familiarity with CRM and financial processes, and a focus on accuracy in records and service delivery.

Qualifications

• Minimum: High school diploma or equivalent.
• Proven experience in a customer service or member support role.
• Strong communication skills, both verbal and written.
• Basic computer proficiency, including experience with CRM software or similar systems.
• Ability to handle multiple tasks efficiently and maintain attention to detail.

Responsibilities

• Respond promptly and professionally to member inquiries via phone, email, and in-person interactions.
• Assist members with account management, including updates, transactions, and service requests.
• Identify and resolve member issues or escalates complex cases to appropriate departments.
• Maintain accurate and detailed records of member interactions and transactions.
• Provide members with information about products, services, policies, and procedures.
• Collaborate with team members and other departments to improve service delivery and member satisfaction.
• Participate in training sessions to stay current on organizational updates and service protocols.

Skills

Customer service

Communication

CRM software

Multitasking

Bilingual

Education

Associate’s or Bachelor’s degree in Business/Communications

Tools

CRM software

Industry-specific software

Job description

Financial Partners Credit Union is seeking a Member Service Officer in California to deliver outstanding customer service at branches and support member inquiries and transactions. You will help with account updates, service requests, and liaise with other departments to resolve issues, contributing to member satisfaction and loyalty.

The role emphasizes excellent communication, familiarity with CRM and financial processes, and a focus on accuracy in records and service delivery.