Member Services Pro II - Elevate Member Experience

Wescom; Orange, Northern (CA, KY); Hybrid; USD 35,000 - 49,000; Full time

Job summary

Wescom in Orange, CA seeks a Member Services Representative II to deliver consultative service to members, assist with memberships, loans, and share accounts, and process transactions with accuracy. You will be the first point of contact, promote Wescom products, and refer members to specialists to deepen relationships.

This role requires a high school diploma, customer service experience, and proficiency with Microsoft applications.

Qualifications

• High school diploma or equivalent required.
• Previous financial industry and customer service experience preferred.
• Ability to handle multiple tasks and maintain accuracy.

Responsibilities

• Provide consultative services to members regarding credit union products.
• Assist with memberships, loan accounts, and service transactions.
• Promote Wescom products and refer members to specialists as needed.
• Process deposits, withdrawals, and transfers with accuracy.

Skills

Customer service

Communication

Needs assessment

Education

High School diploma

Tools

Microsoft Office

Job description

Wescom in Orange, CA seeks a Member Services Representative II to deliver consultative service to members, assist with memberships, loans, and share accounts, and process transactions with accuracy. You will be the first point of contact, promote Wescom products, and refer members to specialists to deepen relationships.

This role requires a high school diploma, customer service experience, and proficiency with Microsoft applications.