Member Service Officer I, Floater - Los Angeles Zone

Credit Union of Southern California•El Monte, CA

3d•$19 - $24•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 Los Angeles zone, which includes Alhambra, El Monte, Gardena, Pasadena, and the San Vicente, Main, and Spring locations in Los Angeles. The role is based at the El Monte branch and may be reassigned to a regular branch position within the zone as openings arise. The position processes memberships, accounts, certificates, debit card requests, and consumer loan applications; assists Members with account inquiries and transactions; develops Member relationships and meets minimum sales goals; and performs teller duties as needed. It also supports dispute processes, identifies suspicious activity, and follows credit union policies, operational controls, and regulatory procedures. 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. Flexible hours, including Saturdays, and work at or transfer to a neighboring branch within a reasonable commuting distance may be required based on business needs. The position requires driving and reliable personal transportation. CU SoCal describes its culture as focused on Member service, personal development, open communication, and care for colleagues. It offers competitive pay and health benefits. The hourly pay scale is $19.21 minimum, $23.81 midpoint, and $27.63 maximum; actual compensation depends on geography, 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.
Valid California driver’s license in good standing, not actively suspended, revoked, or restricted.
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 (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 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

Help meet staffing needs throughout the designated Los Angeles zone and provide branch coverage wherever needed.
Process new memberships, additional share accounts, certificates, and debit card requests; verify Member information and complete Member requests within appropriate time limits.
Counsel Members in person or by telephone regarding credit union policies.
Process consumer loan applications, provide general information on 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.
Handle Member inquiries, research account issues, and correct errors as needed.
Perform basic account administration transactions, including routine IRA account opening, contributions, and closing.
Perform any or all teller duties.
Adhere to credit union service standards and maintain comprehensive knowledge of credit union products and services.
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.
Apply the C.A.R.E. 4 Guide expectations and Brand Communications Standards Accountability Philosophy.
Perform additional duties and responsibilities as assigned.