Remote-Ready Member Experience Advocate

Wescom Financial; Signal Hill (CA); On-site; USD 34,000 - 48,000; Full time

Job summary

Wescom Financial in California seeks a Member Service Representative to assist members with memberships, accounts and services, process transactions, and serve as the initial contact for the credit union. You will promote products, educate members on current promotions, and deepen engagement with members within the first 120 days of joining.

The role includes processing loan applications and referrals to Wescom Financial Services.

Qualifications

• High School graduate.
• NMLS registration is required.
• Maintain Notary Public license.
• Previous financial industry and customer service experience preferred.

Responsibilities

• Assist members with memberships, accounts and services and perform data entry in compliance with audit requirements.
• Process transactions and serve as the first point of contact for members.
• Promote products and educate members on current promotions to increase engagement.
• Support referrals for insurance and investment services and assist with loan applications.

Skills

Customer service

Communication

Attention to detail

Sales

Education

High School graduate

NMLS registration required

Notary Public license

Tools

Microsoft Office

Credit Union software

Job description

Wescom Financial in California seeks a Member Service Representative to assist members with memberships, accounts and services, process transactions, and serve as the initial contact for the credit union. You will promote products, educate members on current promotions, and deepen engagement with members within the first 120 days of joining.

The role includes processing loan applications and referrals to Wescom Financial Services.