Member Service Pro I-III | Call Center Banking

California Coast Credit Union; San Diego (CA); On-site; USD 26,000 - 34,000; Full time

Job summary

California Coast Credit Union is seeking a friendly Member Service Representative at the San Diego location to deliver exceptional call center service, process transactions, and respond to member inquiries while promoting financial products and services. The role advances from I to II to III with increasing product knowledge, sales expectations, and cross-selling opportunities.

A high school diploma and customer service experience are valued; training leads to strong teamwork in a fast-paced

Qualifications

• Eight Superpowers list emphasizes leadership and interpersonal skills.
• Strong customer service and communication abilities.
• Commitment to inclusion and teamwork.

Responsibilities

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

Skills

Leadership

Empathy

Active listening

Grit

Intrinsic motivation

Creative problem solving

Diversity & inclusion

Collaboration

Education

High school diploma

Job description

California Coast Credit Union is seeking a friendly Member Service Representative at the San Diego location to deliver exceptional call center service, process transactions, and respond to member inquiries while promoting financial products and services. The role advances from I to II to III with increasing product knowledge, sales expectations, and cross-selling opportunities.

A high school diploma and customer service experience are valued; training leads to strong teamwork in a fast-paced