Member Experience Specialist II

Wescom Financial Services, LLC; West Covina (CA); On-site; USD 52,000 - 74,000; Full time

Job summary

Wescom Financial Services, LLC in West Covina, CA seeks a proactive Member Services Representative II to deliver consultative guidance on credit union products, open memberships, loans, and accounts, and to process deposits and transactions efficiently. You will support cross-channel banking and promote additional Wescom solutions to members.

The role emphasizes accuracy, customer focus, and collaboration with branch teams to enhance member engagement and satisfaction.

Qualifications

• High School graduate; previous financial industry and customer service experience preferred.
• Proficient in Microsoft Office applications (Word, Excel, Outlook).
• Strong problem-solving and interpersonal skills with attention to detail.

Responsibilities

• Provide consultative services to members regarding credit union products and services.
• Assist members with memberships, loan accounts, share accounts and deposits; data entry and documentation.
• Process transactions accurately and according to policy; respond to member inquiries in a timely manner.
• Refer members to Wescom products and services and collaborate with branch partners.

Skills

Customer service

Financial industry

Microsoft applications

Education

High School diploma

Tools

Microsoft Office

Job description

Wescom Financial Services, LLC in West Covina, CA seeks a proactive Member Services Representative II to deliver consultative guidance on credit union products, open memberships, loans, and accounts, and to process deposits and transactions efficiently. You will support cross-channel banking and promote additional Wescom solutions to members.

The role emphasizes accuracy, customer focus, and collaboration with branch teams to enhance member engagement and satisfaction.