Member Services Pro: Elevate the Member Experience

Wescom Financial Services, LLC; Tustin (CA); On-site; USD 34,440 - 48,216; Full time

Job summary

Wescom Financial Services, LLC in Tustin, CA, is seeking a Member Services Representative II. You will provide consultative guidance on credit union products, open accounts, process loans and deposits, and refer members to mortgage and insurance partners when appropriate.

Experience in financial services or retail is preferred. You will handle transactions, maintain accuracy, and support branch operations while delivering a signature member experience.

Qualifications

• Previous financial industry and customer service experience preferred.
• High School diploma required.
• Strong interpersonal and communication skills with a customer-first mindset.

Responsibilities

• Provide consultative services to members regarding credit union products and services.
• Process transactions including deposits, withdrawals, and transfers with high accuracy.
• Identify referral opportunities and direct members to appropriate partners for loans, mortgage or insurance services.
• Maintain knowledge of products and services to promote omni-channel member engagement.

Skills

Customer service

Communication

Sales referrals

Education

High School diploma

Tools

MS Office

Job description

Wescom Financial Services, LLC in Tustin, CA, is seeking a Member Services Representative II. You will provide consultative guidance on credit union products, open accounts, process loans and deposits, and refer members to mortgage and insurance partners when appropriate.

Experience in financial services or retail is preferred. You will handle transactions, maintain accuracy, and support branch operations while delivering a signature member experience.