Member Service Officer I - Bilingual (Part-time)

Credit Union of Southern California•Anaheim, CA

About The Position

CU SoCal is hiring a part-time, bilingual Spanish Member Service Officer I to act as a financial advisor and provide exceptional member experiences by identifying and matching credit union products and services to member needs. The employee must be able to communicate all CU SoCal financial products and services to Spanish-speaking members while they conduct their banking business. The position works within branch operations, whose 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. Depending on business needs, the position requires flexibility to work a varied schedule, including every Saturday. The role is expected to meet minimum sales goals established by the credit union and department. CU SoCal describes its culture as focused on building better lives for members, personal development, open communication, and care for colleagues. Its C.A.R.E. 4 priorities 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, benchmarking base pay to the 50th percentile of market data. The listed 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

Processes new memberships and additional share accounts, and processes certificates.
Counsels members in person or by telephone regarding credit union policies; verifies member information; completes requests within appropriate time limits; and processes debit card requests.
Processes consumer loan applications, provides general information about loan products and services, and communicates consumer loan decisions.
Builds relationships with members by matching their needs with appropriate savings, convenience, and lending products and services, and meets minimum sales goals defined by the credit union and department.
Handles member inquiries.
Researches and corrects errors on member accounts as needed.
Performs basic account administration transactions.
Uses basic IRA knowledge to open, process routine contributions to, and close IRA accounts.
Performs any or all teller duties.
Adheres to credit union service standards.
Assists members in completing dispute forms, including for debit card, ACH, and Visa disputes.
Identifies and reports suspicious behavior or suspected fraud activity.
Follows credit union policies, operational controls, and regulatory procedures to protect member and credit union assets.
Maintains comprehensive knowledge of credit union products and services.
Understands and actively applies C.A.R.E. 4 Guide expectations and the Brand Communications Standards Accountability Philosophy.
Performs additional duties and responsibilities as assigned.