Member Experience Specialist II

Unknown; Orange (CA); On-site; CAD 48,000 - 67,000; Full time

Job summary

Wescom Credit Union is seeking a friendly Member Service Representative to assist members with accounts, loans and everyday banking needs. You will promote Wescom products and provide accurate information while delivering exceptional service at the branch.

Responsibilities include managing transactions, processing applications, and referring members to specialists to deepen relationships, while maintaining compliance and high-quality documentation.

Qualifications

• High school graduate or equivalent.
• Experience in customer service preferred.
• Notary Public and NMLS registration required.

Responsibilities

• Assist members with basic transactions and new accounts.
• Provide information on Wescom products and services.
• Process loan applications and referrals.
• Maintain accurate records and data entry in line with audit standards.
• Refer members to branch specialists and ensure Omni-channel engagement.

Skills

Microsoft Office

Financial services

Education

High School diploma

Tools

Credit Union software

Job description

Wescom Credit Union is seeking a friendly Member Service Representative to assist members with accounts, loans and everyday banking needs. You will promote Wescom products and provide accurate information while delivering exceptional service at the branch.

Responsibilities include managing transactions, processing applications, and referring members to specialists to deepen relationships, while maintaining compliance and high-quality documentation.