Member Services Specialist II - Hybrid/Remote

Wescom Financial; Laguna Niguel (CA); On-site; USD 35,000 - 49,000; Full time

Job summary

Wescom Financial in Laguna Niguel, CA seeks a member-focused associate to advise on credit union products, open accounts, and process transactions. You will engage new and existing members with accurate information and referrals, supporting home equity lending and banking services as part of a seamless omni-channel experience.

The role emphasizes reliable service, cross-functional collaboration, and adherence to Wescom policies while promoting a positive member journey across all channels.

Qualifications

• High School graduate.
• Previous Financial Industry And Customer Service Experience Preferred.

Responsibilities

• Assist members with accounts, loans, and services.
• Provide accurate information and referrals for Wescom products and services.
• Process transactions and maintain branch operations with attention to accuracy.
• Participate in omni-channel member engagement and first-contact resolution.
• Support in daily teller and platform activities as needed.

Skills

Customer service

Communication

MS Office

Education

High School diploma

Tools

Microsoft Office

Job description

Wescom Financial in Laguna Niguel, CA seeks a member-focused associate to advise on credit union products, open accounts, and process transactions. You will engage new and existing members with accurate information and referrals, supporting home equity lending and banking services as part of a seamless omni-channel experience.

The role emphasizes reliable service, cross-functional collaboration, and adherence to Wescom policies while promoting a positive member journey across all channels.