Member Services Specialist II | Customer Experience

California Coast Credit Union; San Diego (CA); On-site; USD 26,000 - 36,000; Full time

Job summary

California Coast Credit Union in San Diego, CA is seeking a Member Service Center Assistant I/II to provide exceptional call center support and administrative assistance. Expect daily handling of member requests, account transactions, and mail processing, with emphasis on accuracy and service quality.

Two roles share responsibilities for maintaining reports, scheduling, and cross-functional support. The Senior level adds in-depth product knowledge, back-up coverage, and adherence to FSCC

Qualifications

• High school diploma or equivalent desired.
• 1 year of administrative or clerical responsibilities for MSC Assistant I; plus 1 year in a financial institution with sales/service for MSC Assistant II.
• Excellent communication skills; attention to detail.
• Experience with Microsoft Windows applications preferred.

Responsibilities

• Performs fulfillment support for member requests, account transactions and maintenance; prepares written correspondence.
• May create and maintain reports and spreadsheets; track sales contests.
• Sorts and distributes mail; faxes; records and files documents.
• Processes new account requests and mails information to new and existing members.
• Provides staff support with station and system setup for new and existing employees.
• Performs various projects; researches and presents recommendations.
• Orders and maintains department supplies; schedules appointments and meetings; prepares agendas and minutes.
• Maintains department manuals; performs certifications; ensures quality service standards.
• Identifies suspicious activity; reports to management; ensures BSA/AML compliance.
• Supports end-of-day balancing and opening/closing procedures.

Skills

Empathy

Active listening

Grit

Intrinsic motivation

Creative problem-solving

Diversity & inclusion

Leadership

Education

High school diploma

Job description

California Coast Credit Union in San Diego, CA is seeking a Member Service Center Assistant I/II to provide exceptional call center support and administrative assistance. Expect daily handling of member requests, account transactions, and mail processing, with emphasis on accuracy and service quality.

Two roles share responsibilities for maintaining reports, scheduling, and cross-functional support. The Senior level adds in-depth product knowledge, back-up coverage, and adherence to FSCC