Member Service Pro – Banking & Cross-Sell

Cal Coast Credit Union; San Diego (CA); On-site; USD 18,000 - 20,000; Full time

Job summary

California Coast Credit Union is seeking a Member Service Representative to deliver exceptional service in a call center setting, handling transactions, member inquiries, and product referrals. The role emphasizes accurate processing, compliance with policies, and maintaining high service standards in a dynamic environment.

MSR levels I-III offer escalating responsibilities, with salary ranges reflecting experience: MSR I $18,000–$20,019 yearly, MSR II $19,000–$22,019 yearly, MSR III

Qualifications

• 1 year of previous customer service experience.
• Excellent communication skills; sound judgment and attention to detail.
• Call Center experience preferred.

Responsibilities

• Process member transactions and requests accurately and timely.
• Present a friendly, outgoing and positive demeanor.
• Ensure sales and service goals are met.
• Refer members to appropriate staff for sales opportunities.
• Adhere to key and dual control policies and procedures.

Skills

Customer service experience

Communication skills

Call center experience

Education

High school diploma or equivalent

Job description

California Coast Credit Union is seeking a Member Service Representative to deliver exceptional service in a call center setting, handling transactions, member inquiries, and product referrals. The role emphasizes accurate processing, compliance with policies, and maintaining high service standards in a dynamic environment.

MSR levels I-III offer escalating responsibilities, with salary ranges reflecting experience: MSR I $18,000–$20,019 yearly, MSR II $19,000–$22,019 yearly, MSR III