Member Services Advisor II - Financial Guidance

Cusocal; Pomona (CA); On-site; USD 29,000 - 43,000; Full time

Job summary

CU SoCal in Pomona, CA is seeking a Member Service Officer II to act as a trusted financial advisor, identifying needs and matching credit union products and services to members.

The role supports branch operations with typical hours Mon–Fri 8:30–5:30 and Saturdays 8:45–1:45, with potential weekend variance. Candidates should have at least two years in a financial institution, good communication, and comfort with Symitar systems.

Qualifications

• HS diploma or equivalent required.
• Associates degree or equivalent preferred.
• 2+ years in a financial institution or member/customer service role.
• Familiarity with Symitar or similar systems.

Responsibilities

• Counsel Members in person or by phone regarding policies and services.
• Process memberships, accounts, and related banking transactions.
• Develop relationships by matching needs with savings, convenience and lending products.
• Provide exceptional Member service and uphold CARE standards.

Skills

MS Office

Verbal & written communication

Interpersonal skills

Product knowledge

Problem-solving

Education

High School Diploma or equivalent

Associates degree or equivalent

Tools

Symitar

Job description

CU SoCal in Pomona, CA is seeking a Member Service Officer II to act as a trusted financial advisor, identifying needs and matching credit union products and services to members.

The role supports branch operations with typical hours Mon–Fri 8:30–5:30 and Saturdays 8:45–1:45, with potential weekend variance. Candidates should have at least two years in a financial institution, good communication, and comfort with Symitar systems.