Member Experience Specialist II

Wescom Financial; Orange (CA); On-site; USD 35,000 - 49,000; Full time

Job summary

Wescom Financial in California seeks an enthusiastic Member Service Representative to deliver consultative member service, process transactions, and promote Wescom products. You will assist with memberships, loans, and deposit services while guiding members to digital channels for a seamless experience.

The role emphasizes referrals, accuracy, and collaboration with branch teams to meet service standards and growth goals within Wescom's service area.

Qualifications

• High School graduate required.
• Experience in financial services or customer service preferred.
• Ability to reference Wescom products and services accurately.

Responsibilities

• Provide consultative member service and referrals to Wescom products.
• Handle teller transactions and assist with account openings.
• Promote omni-channel banking and assist with online/mobile services.

Skills

Customer service

Communication skills

Sales/referrals

Problem solving

Attention to detail

Team collaboration

Education

High School diploma

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

CRM software

Job description

Wescom Financial in California seeks an enthusiastic Member Service Representative to deliver consultative member service, process transactions, and promote Wescom products. You will assist with memberships, loans, and deposit services while guiding members to digital channels for a seamless experience.

The role emphasizes referrals, accuracy, and collaboration with branch teams to meet service standards and growth goals within Wescom's service area.