Member Services Representative I - Marina Branch (Marina, CA)

Wescom Central Credit Union; Marina (CA); On-site; USD 10,000 - 60,000; Full time

Job summary

A leading credit union is seeking a Member Service Representative to assist members with transactions and account information. The role involves promoting member engagement, processing loans, and ensuring compliance with financial regulations. Candidates should have a high school diploma and customer service experience, with opportunities for advancement.

Qualifications

• High School diploma required.
• Previous financial industry and customer service experience preferred.

Responsibilities

• Assist members with transactions and account information.
• Promote member engagement and provide product information.
• Process loan applications and assist with deposit products.

Skills

Customer Service

Communication

Attention to Detail

Education

High School diploma

Tools

Microsoft Office

Job description

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Current Wescom Employees: Please visit the Career Center in Workday to search and apply for a current job opening.

We value and rely on the unique talents and contributions of our employees to excel in member engagement by Delivering Signature Experience.

Salary Grade:

152N

Salary Pay Range for This Position:

$23.05 - $32.32

Position Summary:

This role primarily assists members with accurate transactions and account information, establishing memberships, share accounts, and other deposit products. It involves assessing member needs, completing documentation, data entry, and serving as the initial contact point. Responsibilities include promoting member engagement, providing information on products and services, and referring members for mortgage and home equity products.

Essential Position Functions:

1. Follow cash control guidelines to safeguard assets.
2. Process member transactions accurately, including deposits, transfers, and withdrawals, adhering to policies and regulations.
3. Maintain daily cash limits, balance cash, and research discrepancies.
4. Provide high-quality service, focusing on member satisfaction and adhering to Wescom standards.
5. Handle member inquiries and promote products and services through referrals.
6. Participate in teller and platform activities, including loan processing and account management.
7. Identify and report potential fraud.
8. Produce accurate work with minimal errors.
9. Build relationships and identify member needs, collaborating with business partners for referrals.
10. Support coin and cash machine servicing when needed.
11. Process loan applications and assist with deposit products, maintaining proficiency in fiduciary processes and notary services.
12. Meet personal development and training objectives, including completing Wescom University courses and obtaining Notary Public designation.
13. Potentially advance to Member Services Representative II upon completing required training and licensing.
14. Maintain proficiency in technology applications and promote their use to members.
15. Ensure compliance with audit, security, and confidentiality standards.
16. Control and balance cash drawer, verify signatures, and adhere to balancing standards.
17. Communicate effectively, maintain professional appearance, and ensure a positive physical environment.
18. Maintain good attendance and punctuality.

Education, Experience, Skills, and Abilities:

• High School diploma required.
• Previous financial industry and customer service experience preferred.

Registration:

Obtain licensing as Notary Public.

Computer Skills:

Proficient in Microsoft Office and specialized software.

Mathematical Skills:

Ability to perform basic arithmetic, rates, ratios, and percentages.

Physical Demands:

Frequent standing, walking, sitting, handling, reaching, climbing, stooping, and other physical activities. Occasionally lift up to 10 pounds. Vision requirements include various visual acuities.

Work Environment:

Moderately quiet, non-smoking environment. Reasonable accommodations available for disabilities.

Applicants for hybrid/remote roles must reside within specified Wescom service areas, including counties in California such as Los Angeles, Orange, San Bernardino, Riverside, and others.