Member Service Specialist: Banking & Digital Services

Financial Partners Credit Union; Orange (CA); On-site; USD 20,000 - 24,000; Full time

Job summary

Financial Partners Credit Union is seeking a reliable Member Service Officer for our Orange, CA branch. You will greet members, assist with mobile accounts, online e-Banking, and other services while helping open and manage deposit accounts.

Responsibilities include handling member inquiries, opening/closing accounts, referring loan opportunities, and educating members on digital services. You will work in a team and may support other branches as needed.

Responsibilities

• Greet members by name and assist members in utilizing the PTM.
• Open and close checking, savings, money market, CD’s, IRA’s following credit union policies and procedures.
• Identify and refer loan opportunities to PBO, Branch Manager or MLC.
• Proactively identify opportunities to serve members further using the Mini-FiNap process.
• Educate members on convenience services, such as mobile, e-banking, e-quest, bill pay, direct deposit, ATM and shared branches.
• Use good judgment when establishing new accounts and accepting items for deposit to minimize risk of loss to the credit union.
• Must be able to research and resolve escalated Member issues.
• Be able to work as a team player, prioritize tasks and handle high volume traffic.
• May be required to support other branches when necessary.

Job description

Financial Partners Credit Union is seeking a reliable Member Service Officer for our Orange, CA branch. You will greet members, assist with mobile accounts, online e-Banking, and other services while helping open and manage deposit accounts.

Responsibilities include handling member inquiries, opening/closing accounts, referring loan opportunities, and educating members on digital services. You will work in a team and may support other branches as needed.