Part-Time Member Service Specialist | Credit Union

Financial Partners Credit Union; Irvine (CA); Vor Ort; USD 28.000 - 33.000; Teilzeit

Zusammenfassung

Financial Partners Credit Union in Irvine, CA is seeking a Member Service Officer to deliver exceptional customer service and branch support. You will handle member inquiries, assist with account management, and help ensure a seamless, satisfying experience that builds loyalty.

This part-time role (~30 hours/week) requires strong communication, basic computer skills, and confidentiality. Applicants with CRM experience and knowledge of financial products are encouraged to apply.

Qualifikationen

• High school diploma or equivalent required.
• Experience in customer service or member relations.
• Strong verbal and written communication skills.
• Basic computer proficiency including CRM experience.
• Ability to handle confidential information professionally.

Aufgaben

• Respond promptly to member inquiries via phone, email, and in person.
• Assist members with account management, updates, and transactions.
• Resolve member concerns by coordinating with relevant departments.
• Maintain accurate records of interactions and transactions.
• Provide information about products, services, policies, and procedures to support informed decision‑making.
• Support outreach to educate members about new offerings and benefits.
• Collaborate with team to improve service delivery and member satisfaction.
• Adhere to compliance and regulatory requirements in all member interactions.

Kenntnisse

Customer service

Communication

CRM software

Confidentiality

Account management

Ausbildung

High school diploma or equivalent

Associate’s or Bachelor’s degree in Business or related field

Tools

CRM tools

Microsoft Office

Jobbeschreibung

Financial Partners Credit Union in Irvine, CA is seeking a Member Service Officer to deliver exceptional customer service and branch support. You will handle member inquiries, assist with account management, and help ensure a seamless, satisfying experience that builds loyalty.

This part-time role (~30 hours/week) requires strong communication, basic computer skills, and confidentiality. Applicants with CRM experience and knowledge of financial products are encouraged to apply.