Member Service Officer I, Floater - San Bernardino Zone

Credit Union of Southern California•Pomona, CA

3d•$19 - $24•Onsite

About The Position

CU SoCal is hiring a Member Service Officer I, Floater, to join the Retail Support Team. The position serves as a financial advisor and provides support to Branch Operations wherever coverage is needed. Its primary responsibility is to meet staffing needs throughout the designated San Bernardino zone, which includes Covina, Fontana, Ontario, Pomona, and Riverside. The role is based out of the Pomona branch and may be reassigned to a regular branch position within the zone as positions become available. The position requires flexibility, including the possibility of working at or transferring to a neighboring branch within a reasonable commuting distance. Business hours are Monday through Friday, 8:30 a.m. to 5:30 p.m., and Saturday, 8:30 a.m. to 1:30 p.m.; schedules may vary based on business needs. The role provides member service and financial guidance, processes membership and account transactions, supports consumer loan applications, and helps members select suitable credit union products and services. The position also performs teller duties, addresses account inquiries and disputes, and follows credit union service standards, policies, operational controls, and regulatory procedures. CU SoCal describes its culture as focused on building better lives for members, personal development, open communication, and genuine care. The organization highlights its C.A.R.E. 4 expectations: professional competence, positive attitude, relationship building, and eager service to others. It offers competitive pay and health benefits and states that it is a pay-for-performance organization that benchmarks base pay to the 50th percentile of market data. The stated hourly pay scale is $19.21 minimum, $23.81 midpoint, and $27.63 maximum; actual compensation depends on geographical location, work experience, education, and/or skill level.

Requirements

High school diploma or equivalent.
At least 6 months of cash-handling experience in a retail or service industry.
At least 1 year of member or customer service experience.
Valid California driver’s license in good standing that is not actively suspended, revoked, or restricted.
Reliable personal transportation; public transportation and ridesharing do not meet this requirement.
Maintain state liability auto insurance coverage of at least 30/60/15 on the vehicle used for work.
Maintain a clean Motor Vehicle Record (MVR).
Proficiency in applicable Microsoft Office applications, including Outlook, Teams, Word, and Excel.
Good verbal and written communication skills in person and over the phone, including active listening.
Good interpersonal skills, commitment to high-quality member service, and ability to work as a team player.
Ability to apply strong knowledge of products, services, and branch operations.
Good problem-solving skills.
Flexibility to work hours based on business needs, including Saturdays, and to work at or transfer to a neighboring branch within a reasonable commuting distance.

Nice To Haves

Associate degree or equivalent experience.
At least 3 years of experience in a member or customer service environment.
Working experience in a financial or credit union environment.
Familiarity with Symitar or similar banking systems.
Fluency in English and Spanish to serve Spanish-speaking members.

Responsibilities

Process new memberships, additional share accounts, and certificates; counsel members about credit union policies; verify member information; complete requests within appropriate time limits; and process debit card requests.
Process consumer loan applications, provide general information about loan products and services, and communicate consumer loan decisions.
Build member relationships by matching individual needs with appropriate savings, convenience, and lending products and services, and 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 handle routine IRA activities, including opening, contributions, and closing accounts.
Perform any or all teller duties.
Follow the credit union’s service standards.
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.
Understand and actively apply C.A.R.E. 4 Guide expectations and Brand Communications Standards Accountability Philosophy.
Perform additional duties and responsibilities as assigned.
Provide coverage wherever needed throughout the designated San Bernardino zone and, if applicable, transfer to a regular branch position within the zone.