Traveling Member Service Specialist - Branch Coverage

MyPoint Credit Union; San Diego (CA); On-site; USD 47,000 - 70,000; Full time

Job summary

MyPoint Credit Union is seeking a Floating Member Service Specialist to provide versatile support across all branch locations in San Diego, CA. The role involves teller transactions, opening new accounts, lending assistance, and delivering exceptional member service while traveling to branches as needed.

The position requires strong product knowledge, adaptability, and the ability to maintain a high-quality member experience across environments.

Qualifications

• High school diploma or equivalent required.
• Minimum one (1) year of teller, cash handling, banking, or credit union experience required.
• Experience with new accounts, lending, and member service operations preferred.

Responsibilities

• Provide operational and member service coverage at all branch locations as assigned.
• Travel between branches to support staffing needs, employee absences, vacations, training initiatives, and special projects.
• Adapt quickly to varying branch environments, staffing levels, and member service needs.
• Deliver exceptional service while ensuring compliance with all credit union policies and procedures.
• Build and maintain positive relationships with members and colleagues.
• Assist members with establishing memberships and opening new accounts.
• Identify member needs and recommend appropriate products and services.
• Cross-sell credit union products and services that support members' financial goals.
• Process account maintenance requests accurately and efficiently.
• Refer members to appropriate specialists for complex financial needs.

Skills

Customer service

Sales

Relationship building

Communication

Detail orientation

Time management

MS Office

Banking software

Education

High school diploma or equivalent

Tools

Microsoft Office

Banking software

Job description

MyPoint Credit Union is seeking a Floating Member Service Specialist to provide versatile support across all branch locations in San Diego, CA. The role involves teller transactions, opening new accounts, lending assistance, and delivering exceptional member service while traveling to branches as needed.

The position requires strong product knowledge, adaptability, and the ability to maintain a high-quality member experience across environments.