Member Service & Sales Specialist

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

Benefits offered by this job

Wellness Program

Employee Activity Program

Positive workplace culture

Job summary

California Coast Credit Union is seeking a Member Service Rep I-III in San Diego, CA. This role focuses on processing transactions, handling member inquiries, and referring financial products and services within a call center environment.

The position requires strong customer service skills, knowledge of products and procedures, and the ability to achieve sales and service goals while maintaining compliance.

Qualifications

• The Eight Superpowers: leadership through modeling of behaviors and bringing forward new ideas.
• Empathy and emotional intelligence to connect with others.
• Active listening to understand, not just respond.
• Grit to persist in applying knowledge and achieving goals.
• Self-driven motivation to meet objectives, timelines and quality.
• Creative problem-solving to address obstacles and meet goals.
• Commitment to diversity and inclusion in the workplace.
• Appreciation for unique qualities and collaboration across perspectives.

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.
• Adhere to security and robbery procedures.
• Complies with all other policies and procedures.

Skills

Leadership

Empathy

Active listening

Grit

Self-motivation

Problem solving

Diversity & inclusion

Inclusion

Education

High school diploma

Job description

California Coast Credit Union is seeking a Member Service Rep I-III in San Diego, CA. This role focuses on processing transactions, handling member inquiries, and referring financial products and services within a call center environment.

The position requires strong customer service skills, knowledge of products and procedures, and the ability to achieve sales and service goals while maintaining compliance.