Member Services & Banking Advisor

Altaone-Federal-Credit-Union; Lake Isabella (CA); On-site; USD 25,000 - 36,000; Full time

Job summary

Altaone-Federal-Credit-Union in Lake Isabella, CA is hiring a Full Time Member Service Representative to assist members with a wide variety of banking services and help them meet personal financial goals.

Open new accounts, explain IRA certificates, process loans and wire transfers, educate members on products, and provide backup tellering as needed. You will work in a customer‑focused environment, comply with banking regulations, and deliver high-quality service with accuracy and discretion.

Qualifications

• Six months to two years of similar or related experience.
• A high school degree or GED is required.

Responsibilities

• Open various new accounts, process necessary information and educate members as to services/products available.
• Explain and expedite the opening, closing, transfer, and rollover of IRA certificates.
• Assist with a wide variety of customer services including open/close Shared Certificates, maintain Safe Deposit Boxes, assist members with checkbooks, process credit card/loan applications for members, manage outgoing wires, solve fraud issues, notary, close accounts, etc.
• Assist members with opening CDs and educate members as to penalties, earnings, etc.
• Provide backup to tellers upon request.
• Set up auto transfers and sign up customers for ACH transfers and wires.
• Use every member contact as an opportunity to advise members about additional services or programs that might benefit them.
• Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Skills

Customer service

Cash handling

Sales & cross-selling

Communication

Education

High school diploma or GED

Job description

Altaone-Federal-Credit-Union in Lake Isabella, CA is hiring a Full Time Member Service Representative to assist members with a wide variety of banking services and help them meet personal financial goals.

Open new accounts, explain IRA certificates, process loans and wire transfers, educate members on products, and provide backup tellering as needed. You will work in a customer‑focused environment, comply with banking regulations, and deliver high-quality service with accuracy and discretion.