Member Service & Experience Specialist

Financial Partners Credit Union; San Diego (CA); On-site; USD 60,174,000 - 68,770,000; Full time

Job summary

Financial Partners Credit Union seeks a Member Service Officer to deliver exceptional customer service, assist with account management, and maintain strong member engagement at the San Diego VA branch.

The role requires excellent communication, CRM proficiency, and a commitment to compliance. It offers hands-on client interaction and collaboration across departments to continuously improve service quality.

Qualifications

• High school diploma or equivalent.
• Experience in customer service or member relations, preferably in financial or service environment.
• Strong verbal and written communication skills.
• Basic computer proficiency, including CRM experience.
• Ability to handle sensitive information with confidentiality and professionalism.

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

CRM software

Communication

Data privacy

Microsoft Office

Education

High school diploma

Associate's degree

Bachelor's degree

Tools

CRM tools

Microsoft Office

Job description

Financial Partners Credit Union seeks a Member Service Officer to deliver exceptional customer service, assist with account management, and maintain strong member engagement at the San Diego VA branch.

The role requires excellent communication, CRM proficiency, and a commitment to compliance. It offers hands-on client interaction and collaboration across departments to continuously improve service quality.