Member Experience Specialist - Call Center

North Island Credit Union; San Diego (CA); On-site; USD 30,000 - 38,000; Full time

Job summary

California Credit Union in San Diego seeks a Member Services Representative – Member Engagement to handle incoming calls with professional service, assist members with accounts, and respond to product, operations, and policy inquiries. You will resolve concerns promptly while upholding integrity and service standards.

Responsibilities include information provision, cross-selling products, and adherence to procedures for transfers, card processing, and compliance.

Qualifications

• Excellent abilities in communication, time-management, analysis, customer service, judgment, cross-sell, teamwork, planning, and problem-solving.

Responsibilities

• Provide prompt and accurate information to members regarding accounts, Credit Union products, services, and promotions.
• Offers and cross-sells Credit Union products and services to meet member needs.
• Effectively responds to member’s questions and/or concerns.
• Adhere to and follow all procedures including wire transfers, check orders, ATM & Debit Card processing, lost/stolen cashier’s checks, share, and loan accounts.
• Maintain a working knowledge and understanding of all audit and compliance regulations.

Skills

Excellent communication

Time-management

Analysis

Customer service

Judgment

Cross-sell

Teamwork

Planning

Problem-solving

Education

College coursework desired

Job description

California Credit Union in San Diego seeks a Member Services Representative – Member Engagement to handle incoming calls with professional service, assist members with accounts, and respond to product, operations, and policy inquiries. You will resolve concerns promptly while upholding integrity and service standards.

Responsibilities include information provision, cross-selling products, and adherence to procedures for transfers, card processing, and compliance.