Member Experience Specialist I

Wescom Financial; Sherman Oaks (FL); On-site; USD 32,000 - 45,000; Full time

Job summary

Wescom Financial in the United States is seeking a Teller/Member Services professional to assist members with transactions and provide accurate account information. The role emphasizes strong service, accuracy, and the ability to promote credit union products along with insurance and investment services.

Responsibilities include handling deposits and withdrawals, driving member engagement, and referring members to Mortgage and Home Equity products when appropriate.

Qualifications

• Prior experience in a financial institution and strong customer service is preferred.
• Ability to handle member inquiries with professionalism and accuracy.
• Proficiency with Microsoft Office applications is expected.

Responsibilities

• Follows cash control guidelines to safeguard assets.
• Processes deposits, transfers, withdrawals and other transactions accurately.
• Maintains daily cash balance and conducts cash drawer balancing.
• Delivers high-quality member service and seeks to deepen relationships.
• Identifies product and service referral opportunities with branch partners.
• Assists with loan applications and pre-approval offers.
• Promotes omni-channel banking and technology to members.
• Maintains Notary Public designation and related duties.

Skills

Customer service experience

Financial industry experience

Microsoft Office (Word/Excel/Outlook)

Education

High School graduate

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Wescom Financial in the United States is seeking a Teller/Member Services professional to assist members with transactions and provide accurate account information. The role emphasizes strong service, accuracy, and the ability to promote credit union products along with insurance and investment services.

Responsibilities include handling deposits and withdrawals, driving member engagement, and referring members to Mortgage and Home Equity products when appropriate.