Member Service Specialist for Credit Union

Financial Partners Credit Union; Downey (CA); Vor Ort; USD 29.000 - 33.000; Vollzeit

Zusammenfassung

Financial Partners Credit Union in Downey, CA, is seeking a Member Service Officer to deliver exceptional customer service and branch support. You will handle member inquiries, assist with account management, and coordinate with various departments to resolve issues while ensuring a seamless member experience.

The role requires a high school diploma and proven customer service experience, with strong communication skills and basic CRM proficiency.

Qualifikationen

• Minimum high school diploma or equivalent.
• Proven experience in customer service or member relations.
• Strong verbal and written communication skills.
• Basic computer proficiency including CRM software.
• Ability to handle sensitive information with confidentiality and professionalism.

Aufgaben

• Respond promptly and professionally to member inquiries via phone, email, and in-person interactions.
• Assist members with account management, including processing applications, updates, and transactions.
• Identify and resolve member concerns by coordinating with relevant departments.
• Maintain accurate records of member interactions and transactions.
• Provide information about products, services, policies, and procedures to support informed decisions.
• Support outreach to educate members about new offerings and benefits.
• Collaborate with team members to improve service delivery and satisfaction.
• Adhere to compliance and regulatory requirements in all interactions.

Kenntnisse

CRM software

Customer service

Communication

Bilingual (English/Spanish)

Ausbildung

High school diploma or equivalent

Tools

CRM system

Jobbeschreibung

Financial Partners Credit Union in Downey, CA, is seeking a Member Service Officer to deliver exceptional customer service and branch support. You will handle member inquiries, assist with account management, and coordinate with various departments to resolve issues while ensuring a seamless member experience.

The role requires a high school diploma and proven customer service experience, with strong communication skills and basic CRM proficiency.