Member Service Officer I - Bilingual (Part-time)

Credit Union of Southern California; Anaheim (CA); Sur place; USD 26 000 - 38 000; Temps partiel

Résumé du poste

Credit Union of Southern California is hiring a part-time Member Service Officer I, Bilingual Spanish. The role is a financial advisor position that focuses on delivering exceptional member experiences by matching CU SoCal products to Member needs.

Fluency in Spanish and English is required to serve Spanish-speaking Members. Typical hours align with branch operations, and the schedule may include Saturdays based on business needs.

Qualifications

• High School Diploma or equivalent.
• 6+ months cash handling experience in Retail/Service.
• 1+ years’ experience in Member/Customer service
• Bilingual with fluency in English and Spanish to serve our Spanish speaking Members while conducting their banking business.

Responsabilités

• Counsels Members in person or by telephone regarding credit union policies; verifies Member information; completes Member requests within appropriate time limits; processes Debit Card requests.
• Processes consumer loan applications; provide general information on loan products and services and communicate consumer loan decisions.
• Develops relationships with Members by matching individual needs with the appropriate savings, convenience, and lending products/ services; expected to meet minimum sales goals as defined by the credit union and department.
• Handle Member inquiries; perform research and correct errors as needed on Members’ accounts.
• Performs basic account administration transactions; has basic IRA knowledge, including opening, routine contributions, and closing IRA accounts.
• Performs any or all of the duties of a teller.
• Adhere to the service standards outlined by the credit union.
• Assist Members in completing dispute forms, including but not limited to Debit card, ACH, and Visa; identifies and reports any suspicious behavior or suspected fraud activity.
• Adhere to credit union policies, operational controls, and regulatory procedures to ensure the safety and security of Member and credit union assets.

Connaissances

Cash handling

Bilingual English/Spanish

Customer service

MS Office

Formation

High School Diploma

Associates degree

Outils

Symitar

Description du poste

Description

We are hiring a part-time Member Service Officer I, Bilingual Spanish, who will be a financial advisor and who will provide exceptional member experiences by identifying and matching credit union products and services to Member needs. This team members MUST be able to communicate all CU SoCal financial products and services with Spanish-speaking Members.

Branch Operation Hours

Monday – Friday 8:30AM to 5:30PM & Saturday 8:45AM – 1:45PM*

*Based upon business needs, this position will require flexibility to work a varied work schedule, including working every Saturday.*

Why Work at CU SoCal?

CU SoCal is one of the fastest growing credit unions and is more than just a place to work. It’s a place where people come before profit, a place where you can build a career that’s more than a job, and where the work you do has meaning and purpose. We offer competitive pay, great health benefits and a culture like no other!

CU SoCal is a Gallup Exceptional Workplace Award Recipient

In 2026, Credit Union of Southern California (CU SoCal) was once again honored with the Gallup Exceptional Workplace Award, marking our third consecutive win and ranking us among the top workplaces worldwide for outstanding employee engagement.

The CU SoCal culture fosters Building Better Lives for our Members, personal development, open communication, and genuine care for each other. We prioritize C.A.R.E. 4: professional competence, positive attitude, relationship building, and eager service to others.

Requirements

Minimum Qualifications

• High School Diploma or equivalent.
• 6+ months cash handling experience in Retail/Service industry.
• 1+ years’ experience in Member/Customer service
• Bilingual with fluency in English and Spanish to serve our Spanish speaking Members while conducting their banking business.

Preferred Qualifications

• Associates degree or equivalent experience.
• 3+ years’ experience in Member/Customer service.
• Experience in a financial/credit union environment.
• Familiarity with Symitar or other similar systems

Skills and Abilities

• Proficient in all applicable MS Office programs (i.e., Word, Excel, Outlook, Teams, etc.)
• Good verbal and written communication skills in person and over the phone including very good active listening skills.
• Good interpersonal skills and a commitment to providing high-quality service to our Members and working as a team player.
• Ability to use knowledge of products, services, and branch operations.

Essential Duties and Responsibilities

• Processes new Memberships and additional share accounts; processes certificates. Counsels Members in person or by telephone regarding credit union policies; verifies Member information; completes Member requests within appropriate time limits; processes Debit Card requests.
• Processes consumer loan applications; provide general information on loan products and services and communicate consumer loan decisions.
• Develops relationships with Members by matching individual needs with the appropriate savings, convenience, and lending products/ services; expected to meet minimum sales goals as defined by the credit union and department.
• Handle Member inquiries. Performs research and corrects errors as needed on Members’ accounts.
• Performs basic account administration transactions. Has basic IRA knowledge, including opening, routine contributions, and closing IRA accounts.
• Performs any or all of the duties of a teller.
• Adhere to the service standards outlined by the credit union.
• Assist Members in completing dispute forms, including but not limited to Debit card, ACH, and Visa. Identifies and reports any suspicious behavior or suspected fraud activity.
• Adhere to credit union policies, operational controls, and regulatory procedures to ensure the safety and security of Member and credit union assets. Maintain a comprehensive knowledge of all credit union products and services.
• Complete understanding and active application the C.A.R.E. 4 Guide expectations and the Brand Communications Standards Accountability Philosophy.
• Additional duties and responsibilities, as assigned.

We support Pay Transparency and are a pay-for-performance organization that benchmarks base pay to the 50th percentile of market data.

Pay Scale: Min $19.21 / Mid $23.81 / Max $27.63* an hour

*Actual compensation will be based on geographical location, work experience, education and/or skill level.

CU SoCal is an equal opportunity employer. All decisions are based only on the individual’s qualifications/ability to perform the work. The above statements are intended to describe the essential functions, nature and level or work to be performed as of the document preparation date; they are not intended to be an exhaustive list of all duties and responsibilities. CU SoCal reserves the right to modify this job description at any time, without notice.

We foster an environment and culture where ideas and decisions from all people help us grow, innovate, and fulfill our mission of Building Better Lives.