Member Service Officer I, Floater - Orange County Zone

Credit Union of Southern California•Anaheim, CA

2d•Onsite

About The Position

CU SoCal is hiring a Member Service Officer I, Floater for its Retail Support Team. The role serves as a financial advisor and supports Branch Operations wherever coverage is needed. Its primary responsibility is to help meet staffing needs throughout the designated Orange County zone, including Anaheim, Brea, Costa Mesa, Fullerton, and Orange. The position is based at the Anaheim Promenade branch and may be reassigned to a regular branch position within the zone as positions become available. 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. Depending on business needs, the role may involve flexible hours, including Saturdays, and working at or transferring to a neighboring branch within a reasonable commuting distance. Driving is required, along with a valid California driver's license, reliable personal transportation, minimum specified auto liability coverage, and a clean motor vehicle record. The role provides member service and account support, processes memberships and transactions, assists with consumer loan applications, and develops member relationships by matching needs with appropriate products and services. The organization describes its culture as focused on member service, personal development, open communication, and mutual care. It offers competitive pay and health benefits.

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.
Hold a valid California state driver's license in good standing that is not actively suspended, revoked, or restricted.
Have reliable personal transportation; public transportation and ridesharing do not meet this requirement.
Maintain state liability auto insurance coverage with minimum limits of 30/60/15 on the vehicle used for work.
Maintain a clean motor vehicle record.
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 use strong knowledge of products, services, and branch operations.
Good problem-solving skills.

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 in person or by telephone regarding credit union policies, verify member information, complete member 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.
Develop member relationships by matching individual needs with appropriate savings, convenience, and lending products and services, while meeting minimum sales goals.
Handle member inquiries.
Research and correct errors on member accounts as needed.
Perform basic account administration transactions.
Apply basic IRA knowledge to opening, routine contributions, and closing IRA accounts.
Perform any or all teller duties.
Adhere to credit union service standards.
Assist members in completing dispute forms, including debit card, ACH, and Visa disputes.
Identify and report suspicious behavior or suspected fraud activity.
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 the Brand Communications Standards Accountability Philosophy.
Perform additional duties and responsibilities as assigned.