Member Service Officer I - Bilingual (Part-time)

Credit Union of Southern California•Anaheim, CA

2d•$19 - $28

About The Position

CU SoCal is hiring a part-time, bilingual Spanish Member Service Officer I to provide financial guidance and exceptional member experiences by identifying and matching credit union products and services to members’ needs. The officer must be able to communicate all CU SoCal financial products and services to Spanish-speaking members. The role involves processing memberships and account requests, assisting with consumer loans, developing member relationships, handling inquiries, resolving account issues, and performing teller duties. The position requires flexibility to work a varied schedule based on business needs, including every Saturday. Branch hours are Monday through Friday, 8:30 a.m. to 5:30 p.m., and Saturday, 8:45 a.m. to 1:45 p.m. CU SoCal describes its culture as focused on building better lives for members, personal development, open communication, and genuine care. Its C.A.R.E. 4 principles are professional competence, positive attitude, relationship building, and eager service to others. The organization states that it offers competitive pay and health benefits and supports pay transparency, with base pay benchmarked to the 50th percentile of market data. The pay scale is $19.21 minimum, $23.81 midpoint, and $27.63 maximum per hour; actual compensation depends on geographical location, work experience, education, and skill level.

Requirements

High school diploma or equivalent.
At least 6 months of cash-handling experience in the retail or service industry.
At least 1 year of member or customer service experience.
Fluency in English and Spanish to serve Spanish-speaking members conducting banking business.
Proficiency in applicable Microsoft Office programs, including Word, Excel, Outlook, and Teams.
Good verbal and written communication skills in person and over the phone, including very good active listening skills.
Good interpersonal skills and commitment to high-quality member service and teamwork.
Ability to apply knowledge of products, services, and branch operations.

Nice To Haves

Associate degree or equivalent experience.
At least 3 years of member or customer service experience.
Experience in a financial or credit union environment.
Familiarity with Symitar or similar systems.

Responsibilities

Process new memberships, additional share accounts, certificates, and debit card requests.
Counsel members in person or by telephone regarding credit union policies, verify member information, and complete member requests within appropriate time limits.
Process consumer loan applications, provide general information about loan products and services, and communicate consumer loan decisions.
Develop member relationships by matching individual needs with appropriate savings, convenience, and lending products and services; meet minimum sales goals defined by the credit union and department.
Handle member inquiries, research account issues, and correct errors as needed.
Perform basic account administration transactions and use basic IRA knowledge to open, process routine contributions to, and close IRA accounts.
Perform any or all teller duties.
Adhere to credit union service standards and the expectations of the C.A.R.E. 4 Guide and Brand Communications Standards Accountability Philosophy.
Assist members with dispute forms, including debit card, ACH, and Visa disputes; identify and report suspicious behavior or suspected fraud.
Follow credit union policies, operational controls, and regulatory procedures to protect member and credit union assets.
Maintain comprehensive knowledge of credit union products and services.
Perform additional duties and responsibilities as assigned.