Member Experience Specialist II

Wescom Financial; California; On-site; USD 35,000 - 49,000; Full time

Job summary

Wescom Financial is seeking a Member Service Representative to provide consultative service to members, assisting with memberships, loans and deposit products. The role involves processing transactions, guiding customers through products, and referring opportunities to specialists.

You will support omni-channel banking and strive to deepen member relationships in a dynamic branch environment. Our team values accuracy, compliance, and high-quality customer interactions.

Qualifications

• High School graduate.
• Experience in financial services and customer service preferred.

Responsibilities

• Provide consultative services to members regarding credit union products and services.
• Assist members with memberships, loans, and deposit products.
• Process transactions and be the first point of contact for member inquiries.
• Promote Wescom products and services and refer members to appropriate specialists.
• Support omni-channel member experiences across mobile, online, and in-branch platforms.

Skills

Customer service

Communication

Member engagement

Education

High School diploma

Tools

Microsoft Office

Job description

Wescom Financial is seeking a Member Service Representative to provide consultative service to members, assisting with memberships, loans and deposit products. The role involves processing transactions, guiding customers through products, and referring opportunities to specialists.

You will support omni-channel banking and strive to deepen member relationships in a dynamic branch environment. Our team values accuracy, compliance, and high-quality customer interactions.