Member Service Representative

Self-Help; San Diego (CA); On-site; USD 27,000 - 39,000; Full time

Job summary

Self-Help in San Diego, CA is seeking a friendly Member Service Representative to join our local team. You’ll engage with members, assess needs, and process deposits, loans, and transfers while maintaining accurate cash handling and dual-control procedures.

Fluency in English and Spanish is required. The ideal candidate has at least a year in a financial or customer service role, strong teamwork, and a commitment to providing excellent service in a diverse community.

Qualifications

• Bilingual in English/Spanish is required.
• Customer service or cash handling experience preferred.

Responsibilities

• Initiate and lead conversations to identify and assess member needs.
• Maintain and enhance member account relationships by providing excellent member service.
• Process share deposit payments, loan payments, manual payrolls, and account transfers.
• Maintain drawer cash levels within prescribed amounts.
• Post and log night, ATM, and mail deposits (dual-control team).
• Perform other duties and projects as assigned.

Skills

Bilingual English/Spanish

Education

High School diploma or equivalent

Job description

Job Description:

WHO We Are:

Self-Help started in 1980 with a focus on economic inequality especially in communities that have faced systemic barriers in building wealth. At the core of what Self-Help does is a drive to create and protect ownership and economic opportunity. In other words, we’re committed to economic justice! Economic Justice means that all communities have the basic infrastructure they need to thrive, from high-quality schools to grocery stores selling fresh food resources that support opportunity at a neighborhood level regardless of demographics, income, or wealth. Since our founding, we’ve constantly sought to find new ways to pursue greater economic justice: from providing fair and affordable loans to working with partners to demand that lawmakers change unjust policies.

We are seeking a Member Service Representative to join our San Diego, CA Team!

WHAT You’ll Do:

• Initiate and lead conversations to identify and assess member needs.
• Maintain and enhance member account relationships by providing excellent member service.
• Process share deposit payments, loan payments, manual payrolls, and account transfers.
• Maintain drawer cash levels within prescribed amounts.
• Post and Log night, ATM, and mail deposits. (Part of dual-control team.).
• Perform other duties and projects as assigned.

WHAT You’ll Need:

• High School graduate or equivalent
• Bilingual in English/Spanish required.
• Minimum one year experience in financial institution or other customer service industry preferred.
• Prior cash handling and customer service responsibilities preferred.
• Preference for working in organizations that place priority on teamwork and collaboration.

Hourly Range: $** 24+**

Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.

Self-Help is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Company Disclaimer:

Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.