Member Services Specialist – Accounts & Loans

First Financial Credit Union

West Covina (CA)

On-site

USD 42,000 - 60,000

Full time

16 hours ago
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Benefits offered by this job

Medical benefits
401(k)
Vacation time
Life insurance
Disability insurance
Employee assistance

Job summary

First Financial Credit Union is seeking a Full Time Member Service Representative at our Montclair branch to help members with accounts and loans, cross-sell services, and support branch operations. The role emphasizes service, accuracy, and teamwork in a busy, educational-community oriented environment.

You will work with members on new accounts, consumer auto and real estate loans, and assist with back-office processes while upholding regulatory compliance and delivering excellent service.

Qualifications

  • High School graduate or equivalent. College degree preferred.
  • Two years of prior banking experience or at least six months in New Accounts and Consumer Loans; real estate experience optional.
  • Minimum six months of customer service and cash handling experience.
  • Ability to work weekends and communicate effectively.

Responsibilities

  • Provide information on all Credit Union accounts, services and products; cross-sell as appropriate and meet sales targets.
  • Interview members to obtain documentation for loans and open accounts; process disbursements and loan packages.
  • Assist with audits, resolve member issues, and handle DMV paperwork if needed.
  • Perform clerical duties and support branch operations; back-up teller as required.
  • Open/close accounts, verify balances, and participate in online training modules.

Skills

Banking experience
Customer service
Cash handling
Verbal communication
Teamwork
Microsoft Office

Education

High School diploma

Tools

Microsoft Office
Outlook

Job description

First Financial Credit Union is seeking a Full Time Member Service Representative at our Montclair branch to help members with accounts and loans, cross-sell services, and support branch operations. The role emphasizes service, accuracy, and teamwork in a busy, educational-community oriented environment.

You will work with members on new accounts, consumer auto and real estate loans, and assist with back-office processes while upholding regulatory compliance and delivering excellent service.

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