Member Services Specialist - Banking & Growth

Coasthills Federal Credit Union; Atascadero (CA); On-site; USD 30,000 - 31,000; Full time

Job summary

CoastHills Federal Credit Union is seeking a Member Services Officer 2 in Atascadero, CA. You will handle deposits, withdrawals, transfers, and loan payments while greeting members and promoting credit union services.

You will open new memberships, process transactions, and assist in training staff. A minimum of one year in customer service or cash handling is required, with a focus on accurate, friendly service.

Qualifications

• Minimum one year of customer service and/or cash handling experience in a retail or banking environment.
• Knowledge of branch operational activities and basic understanding of lending practices and policies.
• Successful completion of Member Services Officer Level 2 certification.

Responsibilities

• Opens new memberships and share accounts; closes all accounts.
• Performs basic banking transactions: deposits, withdrawals, transfers, loan payments.
• Prepares and processes transactions by telephone and mail; processes stop payments/selects written orders.

Skills

Customer service

Cash handling

Sales cross-selling

Job description

CoastHills Federal Credit Union is seeking a Member Services Officer 2 in Atascadero, CA. You will handle deposits, withdrawals, transfers, and loan payments while greeting members and promoting credit union services.

You will open new memberships, process transactions, and assist in training staff. A minimum of one year in customer service or cash handling is required, with a focus on accurate, friendly service.