Member Experience Specialist II

Wescom Central Credit Union; Laguna Niguel (CA); On-site; USD 35,000 - 49,000; Full time

Job summary

Wescom Central Credit Union in California is seeking a Member Service Representative to assist members with memberships, accounts, and loan services. You will provide consultative guidance on credit union products, process transactions, and ensure documentation is accurate and compliant.

You will actively refer members to Wescom products and services, support omni-channel banking, and help deepen member relationships through cross-selling of home equity and mortgage opportunities.

Qualifications

• High School diploma required.
• Prior experience in financial services or customer service preferred.

Responsibilities

• Provide consultative services to members about credit union products and services.
• Assist members with memberships, loan accounts, share accounts, and related transactions.
• Promote Wescom products and services and refer members to specialists as appropriate.
• Process applications for consumer loan products and assist with home equity loan referrals.

Skills

Customer service

Financial services

Education

High School diploma

Job description

Wescom Central Credit Union in California is seeking a Member Service Representative to assist members with memberships, accounts, and loan services. You will provide consultative guidance on credit union products, process transactions, and ensure documentation is accurate and compliant.

You will actively refer members to Wescom products and services, support omni-channel banking, and help deepen member relationships through cross-selling of home equity and mortgage opportunities.