Member Service Specialist – Cash & Banking Support

SDCCU; Escondido (CA); On-site; USD 26,000 - 29,000; Full time

Job summary

SDCCU in Escondido, CA is seeking a Member Service Representative I to build relationships with members and deliver efficient, accurate service. You will promote Credit Union products and support the team in fulfilling the organization's mission and values.

The role requires a high school diploma, at least 6 months of customer service, and the ability to process routine transactions, handle cash, and maintain compliance with AML, BSA, OFAC, CTR and information security procedures.

Qualifications

• High school diploma or equivalent.
• 6 months of customer service experience.
• Cash handling experience preferred.
• Strong listening, communication, time management, and organizational skills.
• Ability to work independently and effectively in a team environment.
• Professional appearance and demeanor.

Responsibilities

• Deliver exceptional member experience by maintaining a positive, professional attitude while assisting members.
• Accurately process routine member transactions (deposits, withdrawals, loan payments, wires).
• Maintain a balanced cash drawer and follow branch policies and risk management requirements.
• Use strong communication to understand financial needs and offer valuable options.
• Identify products/services and refer members to the appropriate representative.
• Collaborate with the branch team to achieve personal and branch goals.
• Adhere to AML, BSA, OFAC, CTR, and MISP requirements.
• May work weekends and/or extended hours and attend events.
• Perform other duties as assigned.

Skills

Listening

Communication

Time management

Organizational skills

Independent worker

Team player

Professional appearance

Education

High school diploma or equivalent

Job description

SDCCU in Escondido, CA is seeking a Member Service Representative I to build relationships with members and deliver efficient, accurate service. You will promote Credit Union products and support the team in fulfilling the organization's mission and values.

The role requires a high school diploma, at least 6 months of customer service, and the ability to process routine transactions, handle cash, and maintain compliance with AML, BSA, OFAC, CTR and information security procedures.