Member Service Representative II

Eagle Community Credit Union; Garden Grove (CA); On-site; USD 33,000 - 34,000; Full time

Benefits offered by this job

Medical Insurance

Vision Insurance

Life Insurance

Flexible Spending Account (FSA)

Supplemental Insurance Options

401(k) with Company Matching

Employee Discounts

Job summary

Eagle Community Credit Union seeks a Bilingual Member Service Representative II (Spanish Required) for its Santa Ana branch. You will deliver outstanding service in person and by phone, handling accounts, deposits, and inquiries while guiding members toward suitable financial options.

The role requires fluent English/Spanish, strong communication, teamwork, and accuracy, with a full-time schedule including Saturdays. Join a community-focused credit union that values growth and service excellence.

Qualifications

• Fluent bilingual communication in English and Spanish (speaking, reading, and writing).
• High school diploma or GED.
• Minimum of six months to one year of customer service or related experience.
• Basic computer proficiency.

Responsibilities

• Deliver exceptional service to members in person and by phone.
• Build strong relationships through friendly, professional interactions.
• Answer questions regarding accounts, services, loans, digital banking, and policies.
• Resolve member concerns with professionalism and care.
• Educate members on products and services that support financial goals.

Skills

Bilingual English/Spanish

Customer service

Communication skills

Multitasking

Education

High school diploma or GED

Job description

Career Opportunities with Eagle Community Credit Union

A great place to work.

Careers At Eagle Community Credit Union

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Looking for a rewarding career? It might be your lucky day. With its five branches and approximately 100 employees, Eagle CU is actively seeking enthusiastic people to join our team and contribute to the outstanding service our members have come to expect.

Join our team!

Current job opportunities are posted here as they become available.

• $24.00 - $25.00 per hour
• Full-Time, Non-Exempt
• Saturday Availability Required

Help People. Build Relationships. Make an Impact.

At Eagle Community Credit Union, we believe banking should be personal. Every day, our team helps members achieve their financial goals while delivering the kind of service that creates lifelong relationships.

We're looking for a Bilingual Member Service Representative II (Spanish Required) to join our Santa Ana branch. If you enjoy helping people, building trust, solving problems, and working in a team-oriented environment, this could be the perfect opportunity for you.

As a Member Service Representative II, you'll be a trusted resource for our members, assisting with their financial needs while identifying opportunities to connect them with products and services that improve their financial well-being.

Our Core Values

We are committed to:

• Integrity
• Accountability
• Respect

About Eagle Community Credit Union

For more than 90 years, Eagle Community Credit Union has been serving Southern California communities by helping individuals and families achieve financial success. We are committed to exceptional service, community involvement, and creating rewarding career opportunities for our employees.

When you join Eagle, you become part of a team that values personal growth, professional development, and making a positive difference in the lives of our members.

What You'll Do

Member Service

• Deliver exceptional service to members in person and by phone.
• Build strong relationships through friendly, professional interactions.
• Answer questions regarding accounts, services, loans, digital banking, and credit union policies.
• Resolve member concerns with professionalism and care.
• Educate members on products and services that support their financial goals.

Account & Transaction Processing

• Open and maintain new membership accounts, certificates, and IRA accounts.
• Process deposits, withdrawals, transfers, loan payments, account updates, cashier's checks, money orders, and other member transactions.
• Maintain accuracy while handling cash and transactions.
• Balance daily transactions and cash drawer within required timeframes.
• Accept and enter consumer loan applications.
• Follow up with members regarding loan approvals and decisions.
• Assist with loan funding and documentation processing.

Relationship Building & Sales

• Identify opportunities to recommend products and services that meet member needs.
• Support growth in member relationships through referrals and product utilization.
• Meet or exceed individual service and performance goals.

Compliance & Security

• Follow all credit union policies, procedures, and regulatory requirements.
• Protect the credit union and its members from fraud and financial loss.
• Maintain member confidentiality and security standards.

Qualifications

Required

• Fluent bilingual communication skills in English and Spanish (speaking, reading, and writing).
• High school diploma or GED.
• Minimum of six months to one year of customer service, retail banking, credit union, cash-handling, or related experience.
• Strong communication and interpersonal skills.
• Ability to multitask while maintaining accuracy.
• Basic computer proficiency.

Preferred

• Credit union or banking experience.
• Experience opening new accounts.
• Knowledge of Symitar.
• Sales and relationship-building experience.

Technical Skills

• Microsoft Word
• Microsoft Excel
• Microsoft Outlook
• Internet Applications

What Makes You Successful

We're seeking someone who:

• Enjoys helping people and building relationships.
• Provides exceptional member service.
• Is dependable, accountable, and detail-oriented.
• Communicates professionally and effectively.
• Learns quickly and adapts to change.
• Works well independently and as part of a team.
• Takes initiative and strives for continuous improvement.

Schedule

• Full-time position.
• Monday through Saturday scheduling.
• Saturday availability is required.
• One regularly scheduled day off during the week when working Saturdays.
• Primarily indoor office environment.
• Occasional local travel may be required.

Physical Requirements

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.

• Frequently sit, stand, walk, reach, and use hands.
• Regularly communicate with members and team members.
• Occasionally lift and/or move up to 10 pounds.
• Occasionally bend, stoop, kneel, crouch, or crawl.
• Ability to perform work requiring close vision.

We invest in our people and support their personal and professional success.

• Medical Insurance
• Vision Insurance
• Life Insurance
• Flexible Spending Account (FSA)
• Supplemental Insurance Options
• 401(k) with Company Matching
• Employee Discounts

Time Away

• Paid Time Off (PTO)
• Paid Training
• Tuition Reimbursement
• Professional Development Opportunities

Ready to Join Our Team?

If you're passionate about helping people, building relationships, and creating exceptional member experiences, we'd love to hear from you.

Pre-Employment Requirements

Employment is contingent upon successful completion of a background check, employment verification, and any other pre-employment requirements permitted by applicable law.

Equal Opportunity Employer

Eagle Community Credit Union is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive workplace where all employees and applicants are treated with dignity and respect. Qualified applicants will receive consideration for employment without regard to any characteristic protected by applicable federal, state, or local law.

Eagle Community Credit Union is also committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and employment process. Applicants who require an accommodation may contact [e-mail] for assistance.