Member Experience Specialist II

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

Job summary

Wescom Financial in Signal Hill, CA seeks a customer-focused Member Service Representative to advise members on credit union products, open accounts, and process loans. You will engage new and existing members to deepen relationships and promote Wescom services across channels.

Responsibilities include handling deposits, withdrawals, transfers, maintaining accurate records, and referring members to mortgage and insurance partners.

Qualifications

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

Responsibilities

• Assist members with accounts and loan applications.
• Process deposits, withdrawals and transfers for members.
• Promote Wescom products and services through referrals to in-branch specialists.
• Maintain accurate records and ensure compliance with policies.

Skills

Customer service

Member service

Data entry

Cross-sell referrals

Education

High School diploma

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Wescom Financial in Signal Hill, CA seeks a customer-focused Member Service Representative to advise members on credit union products, open accounts, and process loans. You will engage new and existing members to deepen relationships and promote Wescom services across channels.

Responsibilities include handling deposits, withdrawals, transfers, maintaining accurate records, and referring members to mortgage and insurance partners.