Member Service Officer III Floater - Los Angeles Zone

Credit Union of Southern California•El Monte, CA

3d•$23 - $34•Onsite

About The Position

CU SoCal is hiring a Member Service Officer III, Floater, to join its Retail Support Team. The role supports branch operations as a financial advisor and helps meet staffing needs across the Los Angeles, San Bernardino, Whittier, and Orange zones. The primary coverage area is the designated Los Angeles zone, including Alhambra, El Monte, Gardena, Pasadena, and the San Vicente, Main, and Spring branches in Los Angeles. The position is based at the El Monte branch and is not transitional. It also involves creating, documenting, and maintaining Branch Operations procedures and assisting with mergers and other special assignment projects. The officer serves Members across a broad range of branch needs, including account and membership services, consumer lending, complex account administration, teller duties, dispute support, and product recommendations. The position requires meeting minimum sales goals, providing superior Member service, maintaining operational and regulatory compliance, and training and onboarding new Member Service Representatives. The role requires driving between branches and may involve flexible hours, Saturday work, or work at or transfer to a neighboring branch within a reasonable commuting distance, based on business needs. CU SoCal describes itself as a fast-growing credit union that prioritizes Member service, employee development, open communication, and care for colleagues. The organization reports receiving the Gallup Exceptional Workplace Award for the third consecutive year in 2026. It offers competitive pay and health benefits and supports pay transparency through a pay-for-performance approach that benchmarks base pay to the 50th percentile of market data.

Requirements

High school diploma or equivalent.
At least 3 years of financial institution experience in Member/customer service.
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 programs, including Word, Excel, Outlook, and Teams.
Very good verbal and written communication skills, in person and over the phone, including active listening.
Very good interpersonal skills and commitment to high-quality Member service and teamwork.
Ability to apply strong knowledge of products, services, and branch operations.
Very good problem-solving skills.

Nice To Haves

Associate degree or equivalent experience.
At least 5 years of financial institution experience in Member/customer service.
Working experience in a financial or credit union environment.

Responsibilities

Provide staffing support across designated branch zones, with primary coverage of branches in the Los Angeles zone.
Create, document, and maintain Branch Operations procedures and assist with mergers and other special assignment projects.
Process new memberships and additional share accounts; open and close Estate Trust accounts; review Power of Attorney, Trust, and Business account documents; verify Member information; complete Member requests; process debit card requests; and audit new memberships.
Process consumer loan applications, provide general information about loan products and services, communicate loan decisions, assist with loan document signings, and help complete DMV paperwork.
Build Member relationships by matching individual needs with appropriate savings, convenience, and lending products and services, and meet minimum sales goals.
Handle Member inquiries, research and correct account errors, address upset Members, take ownership of issues, and provide solutions.
Perform complex account administration, including complex deceased IRA account processing and complex IRA distributions.
Perform any or all teller duties.
Serve as a Notary Public, become certified to assist with Medallion requests, and process Signature Guarantee requests.
Provide superior Member service and regularly exceed the credit union’s service standards.
Help Members complete 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, and maintain comprehensive knowledge of credit union products and services.
Train and onboard new Member Service Representatives.
Understand and actively apply the C.A.R.E. 4 Guide expectations and Brand Communications Standards Accountability Philosophy.
Complete additional duties and responsibilities as assigned.