Member Services Associate – Banking & Solutions

Coasthills Federal Credit Union

Lompoc (CA)

On-site

USD 26,000 - 28,000

Full time

6 days ago
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Job summary

CoastHills Federal Credit Union in Lompoc, CA is seeking a Member Services Officer 1 to perform a range of basic banking transactions and assist members with their banking needs. The role emphasizes cross-selling products and maintaining a positive credit union image.

Under supervision, this position handles deposits, withdrawals, transfers, loan payments, and other services, while ensuring accurate cash handling and adherence to policies.

Qualifications

  • Relevant customer service and/or cash handling experience in a retail or banking environment.
  • Knowledge of branch operational activities and basic understanding of lending practices and policies.
  • Completion of New Employee Training Program.

Responsibilities

  • Performs banking transactions such as deposits, withdrawals, transfers and loan payments as directed by procedures.
  • Prepares and processes transaction requests by telephone and mail.
  • Cross-sells Credit Union services, products, programs and investment opportunities.
  • Assists members in completing forms and documents.
  • Balances cash and coin accurately and maintains appropriate cash levels.
  • Resolves errors and member concerns in a timely manner.
  • Remains current on Credit Union policies, procedures and services.

Skills

Customer service
Cash handling
Cross-selling
Product knowledge

Job description

CoastHills Federal Credit Union in Lompoc, CA is seeking a Member Services Officer 1 to perform a range of basic banking transactions and assist members with their banking needs. The role emphasizes cross-selling products and maintaining a positive credit union image.

Under supervision, this position handles deposits, withdrawals, transfers, loan payments, and other services, while ensuring accurate cash handling and adherence to policies.

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