Member Services Consultant II

Wescom Financial; West Covina (CA); Sur place; USD 35 000 - 49 000; Plein temps

Résumé du poste

Wescom Financial is seeking a service-oriented professional to provide consultative support to members, assisting with memberships, loans, and accounts. You will handle transactions, advise on Wescom products, and actively refer members to appropriate services to deepen relationships.

Experience in banking customer service is preferred. The role emphasizes strong interpersonal skills, accuracy, and adherence to Wescom policies across channel interactions in a California branch.

Qualifications

• High School graduate.
• Prior experience in financial services and customer service preferred.
• Familiarity with banking products and services is expected.

Responsabilités

• Provide consultative member services on Wescom products and services.
• Process member transactions with accuracy and attention to detail.
• Assist members with memberships, loans, and accounts as needed.
• Promote member engagement and refer members to Wescom products and services.
• Support omnichannel banking through online, mobile and in-branch interactions.

Connaissances

Customer service

Microsoft Word

Microsoft Excel

Microsoft Outlook

Formation

High School graduate

Outils

Word

Excel

Outlook

Description du poste

Wescom Financial is seeking a service-oriented professional to provide consultative support to members, assisting with memberships, loans, and accounts. You will handle transactions, advise on Wescom products, and actively refer members to appropriate services to deepen relationships.

Experience in banking customer service is preferred. The role emphasizes strong interpersonal skills, accuracy, and adherence to Wescom policies across channel interactions in a California branch.