Member Services & Operations Specialist II

California Coast Credit Union; San Diego (CA); On-site; USD 31,000 - 39,000; Full time

Job summary

California Coast Credit Union is seeking a Support Services Specialist II in San Diego to provide operational phone and email support across branches, MSC, and Spectrum departments. You will process routine transactions, assist with online and mobile banking, and maintain accuracy in account changes and customer communications.

The role requires a high school diploma or GED and at least three years in a financial institution, with strong MS Office skills, teamwork, and a customer-centric

Qualifications

• High school diploma or GED required with at least 3 years of experience at a financial institution.
• Strong customer service and written/verbal communication skills.
• Ability to operate standard business machines and MS Office.
• Attention to detail and accuracy in financial transactions.
• Ability to multi-task and work under time constraints.

Responsibilities

• Provide phone and email support to branches, MSC, Spectrum departments, and members.
• Process transactions such as IRAs, dormant, trusts, and account changes with accuracy.
• Balance nightly department work and handle mail, check scanning, and eDM delivery.

Skills

Customer service

Verbal and written communication

Teamwork

Multi-tasking

Active listening

Education

High school diploma or GED

Tools

Microsoft Office

Job description

California Coast Credit Union is seeking a Support Services Specialist II in San Diego to provide operational phone and email support across branches, MSC, and Spectrum departments. You will process routine transactions, assist with online and mobile banking, and maintain accuracy in account changes and customer communications.

The role requires a high school diploma or GED and at least three years in a financial institution, with strong MS Office skills, teamwork, and a customer-centric