Member Experience Specialist - Banking & Services

Sun Community; Cathedral City (CA); Vor Ort; USD 58.171.000 - 87.395.000; Vollzeit

Zusammenfassung

Sun Community Federal Credit Union in Cathedral City, CA, seeks a Universal Service Representative to assist members, handle deposits and withdrawals, and promote credit union products with a service-first approach. You will work closely with branch staff, open new accounts, and maintain accurate records while delivering an exceptional member experience across all daily transactions.

This full-time clerical role requires good math, strong communication, and a willingness to learn in a fast-paced

Qualifikationen

• High school graduate or equivalent; some college preferred.
• Knowledge of IRA rules, Truth in Savings, and branch operations.
• Familiarity with credit union information systems and accounting functions.

Aufgaben

• Process routine transactions: deposits, withdrawals, transfers, and loan payments.
• Open new accounts and issue shares for existing members; interview for product fit.
• Cross-sell products and services; track referrals and meet sales standards.
• Balance cash drawer and assist with end-of-day procedures and compliance.
• Provide excellent member experiences and support branch goals.

Kenntnisse

People skills

Communication

Attention to detail

Organized

Team player

Microsoft Office

Ausbildung

High school diploma

Tools

Microsoft Office

Jobbeschreibung

Sun Community Federal Credit Union in Cathedral City, CA, seeks a Universal Service Representative to assist members, handle deposits and withdrawals, and promote credit union products with a service-first approach. You will work closely with branch staff, open new accounts, and maintain accurate records while delivering an exceptional member experience across all daily transactions.

This full-time clerical role requires good math, strong communication, and a willingness to learn in a fast-paced