Member Service Officer

Financial Partners Credit Union; Orange (CA); On-site; USD 25,000 - 30,000; Full time

Job summary

Financial Partners Credit Union in Orange, CA seeks a motivated Member Service Officer to greet members and guide them through PTM, mobile accounts, online banking and deposit account openings.

The role emphasizes serving members in a high-volume environment, opening/closing accounts, identifying loan opportunities, educating on digital services, and supporting branch needs as required.

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 policies.
• 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 mobile, e-banking, e-quest, bill pay, direct deposit, ATM and shared branches.
• Use good judgement when establishing new accounts and deposits to minimize risk.
• Research and resolve escalated member issues.
• Work as a team player, prioritize tasks and handle high volume traffic.
• May support other branches when necessary.

Skills

Customer service

Job description

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.