Member Experience Specialist - Part Time

Financial Partners Credit Union; South San Francisco (CA); On-site; USD 28,000 - 34,000; Part time

Job summary

Financial Partners Credit Union in South San Francisco, CA, is hiring a Part-time Member Service Officer to deliver friendly, professional service at our branch. You will respond to member inquiries, assist with account management, and help guide members through products and policies to support informed decisions.

The ideal candidate has strong communication skills, minimum high school diploma, CRM familiarity, and a collaborative mindset to work across departments while upholding

Qualifications

• High school diploma or equivalent.
• Experience in customer service or member relations in financial/service sector.
• Strong verbal and written communication skills.
• Basic CRM software experience.
• Ability to handle sensitive information confidentially.

Responsibilities

• Respond promptly and professionally to member inquiries via phone, email, and in-person interactions.
• Assist members with account management, including processing applications, updates, and transactions.
• Identify and resolve member concerns or complaints by coordinating with relevant departments.
• Maintain accurate and detailed records of member interactions and transactions in the database.
• Provide members with information about products, services, policies, and procedures to support informed decision-making.
• Support outreach efforts to educate members about new offerings and benefits.
• Collaborate with team members to improve service delivery and member satisfaction.
• Adhere to compliance and regulatory requirements in all member interactions.

Skills

Customer service experience

Strong communication skills

Confidentiality

CRM software familiarity

Education

High school diploma or equivalent

Associate's or Bachelor’s degree (preferred)

Tools

CRM software

Microsoft Office Suite

Job description

Financial Partners Credit Union in South San Francisco, CA, is hiring a Part-time Member Service Officer to deliver friendly, professional service at our branch. You will respond to member inquiries, assist with account management, and help guide members through products and policies to support informed decisions.

The ideal candidate has strong communication skills, minimum high school diploma, CRM familiarity, and a collaborative mindset to work across departments while upholding