Member Service Officer I, Floater - Orange County Zone

Credit Union of Southern California•Anaheim, 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 role provides financial guidance to Members 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 out of the Anaheim Promenade branch and may be reassigned to a regular branch position within the zone as positions become available. The role serves Members in person and by telephone, processes account and loan requests, and helps Members select appropriate financial products and services. It requires driving between locations and the ability to work flexible hours based on business needs, including Saturdays, or to work at or transfer to a neighboring branch within a reasonable commuting distance. Business hours are Monday through Friday, 8:30 a.m.–5:30 p.m., and Saturday, 8:30 a.m.–1:30 p.m. CU SoCal describes its culture as focused on Building Better Lives for Members, personal development, open communication, and care for colleagues. It emphasizes C.A.R.E. 4: professional competence, positive attitude, relationship building, and eager service. CU SoCal states that it offers competitive pay and health benefits, and identifies itself as a pay-for-performance organization that supports pay transparency. The stated pay scale is $19.21 minimum, $23.81 midpoint, and $27.63 maximum per hour; actual compensation depends on location, 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.
Hold a valid California state driver’s license in good standing, not actively suspended, revoked, or restricted.
Have reliable personal transportation; public transportation and ridesharing do not satisfy this requirement.
Maintain state liability auto insurance 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.
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.
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 conducting banking business.

Responsibilities

Process new memberships, additional share accounts, certificates, and debit card requests.
Counsel Members in person or by telephone about 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.
Build relationships with Members by matching their needs with appropriate savings, convenience, and lending products and services; meet minimum sales goals established by the credit union and department.
Handle Member inquiries, research account issues, and correct errors as needed.
Perform basic account administration transactions and routine IRA activities, including opening, contributions, and closing accounts.
Perform any or all teller duties.
Follow credit union service standards.
Help Members complete dispute forms, including debit card, ACH, and Visa disputes, and 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 the Brand Communications Standards Accountability Philosophy.
Perform additional duties and responsibilities as assigned.
Drive to support staffing needs at branches within the designated Orange County zone.