Member Financial Services Specialist

California Coast Credit Union; Murrieta (CA); On-site; USD 29,000 - 43,000; Part time

Job summary

California Coast Credit Union in Murrieta, CA is seeking a Part Time Regular Staff member to deliver exceptional member service while cross-selling financial products. The role emphasizes accuracy, policy compliance, and friendly, proactive engagement with members.

You will open new accounts, process loans, and support branch operations. The position requires strong communication, attention to detail, and the ability to follow procedures and work well with teammates in a fast-paced environment.

Qualifications

• High school diploma or equivalent required; progression through PFR levels.
• Excellent communication skills and attention to detail are essential.
• Experience with Microsoft Windows applications preferred.
• Ability to follow directions, interact well with coworkers and customers.

Responsibilities

• Meet or exceed monthly sales and service goals.
• Open new accounts and process loans accurately and completely.
• Adhere to cash, key and dual control policies and procedures.
• Provide exceptional member service and cross-sell CCCU products.

Skills

Excellent communication skills

Attention to detail

Teamwork

Microsoft Windows applications

Time management

Education

High school diploma or equivalent

PFR I: 1 year in financial institution

PFR II: 2 years in financial institution

PFR III: 3 years in financial institution

Job description

California Coast Credit Union in Murrieta, CA is seeking a Part Time Regular Staff member to deliver exceptional member service while cross-selling financial products. The role emphasizes accuracy, policy compliance, and friendly, proactive engagement with members.

You will open new accounts, process loans, and support branch operations. The position requires strong communication, attention to detail, and the ability to follow procedures and work well with teammates in a fast-paced environment.