Member Service Officer

Financial Partners Credit Union; California (MO); Hybrid; USD 20,000 - 27,000; Full time

Job summary

Financial Partners Credit Union in Orange, CA is seeking a friendly Member Service Officer to greet members and guide them through Online and Mobile banking options, and to assist with cash handling and basic account services.

You will open and close deposits, identify loan opportunities, educate members on ATM, e-banking and other services, and work as part of a collaborative team to deliver excellent service.

Responsibilities

• Greet member by name and assist with using the PTM and other self-service tools.
• Open and close checking, savings, money market, CD, IRA accounts per policy.
• Identify and refer loan opportunities to PBO, Branch Manager or MLC.
• Proactively identify opportunities to serve members using the Mini-FiNap process.
• Educate members on services: mobile, e-banking, e-quest, bill pay, direct deposit, ATM, shared branches.
• Use sound judgment when opening new accounts and processing deposits to minimize risk.
• Research and resolve escalated member issues.
• Work as a team player, prioritize tasks and manage high-volume traffic.
• May assist other branches as needed.

Job description

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Member Service Officer

Orange, CA, US

11 days ago Requisition ID: 1054

Salary Range: $19.75 To $26.62 Annually

Financial Partners Credit Union, recognized as a Top Workplace by USA Today, the Orange County Register, and the Los Angeles Times, and named one of the Best Credit Unions to Work For by American Banker and one of the Best Credit Unions in California by Forbes, is seeking a motivated and dependable individual to join our team as a Member Service Officer at our Orange Branch.

The Member Service Officer will greet members and assist them on using the Virtual Teller Machines, setting up mobile accounts, online e-Banking, and other services. Advise members in the selection and opening of all Credit Union deposit accounts. RESPONSIBILITIES:

• Greet member by name and smile. Assist members in utilizing the PTM.
• Open and close checking, savings, money market, CD’s, IRA’s following credit union policies and procedures.
• Identify and refer loan opportunities to PBO, Branch Manager or MLC.
• Proactively identify opportunities to serve members further using the Mini-FiNap process.
• Educate members on convenience services, such as mobile, e-banking, e-quest, bill pay, direct deposit, ATM and shared branches.
• Use good judgment when establishing new accounts and accepting items for deposit to minimize risk of loss to the credit union.
• Must be able to research and resolve escalated Member issues.
• Be able to work as a team player, prioritize tasks and handle high volume traffic.
• May be required to support other branches when necessary.

The pay range for this position is listed above. Our pay ranges are designed to allow for candidates with various levels of experience and skill to be considered, and to allow room for growth to be achieved in a role over time. Generally, new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their individual combination of experience, knowledge, skills, and education as well as internal equity.

Financial Partners Credit Union is an equal opportunity employer and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.