Member Service Officer

Financial Partners Credit Union • South San Francisco, CA

10d • Onsite

About The Position

The Member Service Officer fosters positive relationships between the organization and its members by delivering exceptional customer service and branch support. The role addresses member inquiries, resolves issues, and provides a seamless experience that promotes member satisfaction and loyalty. It requires knowledge of the organization's products, services, and policies to provide accurate information and guidance, along with collaboration across departments to facilitate requests and support continuous improvement. The position is part-time, approximately 30 hours per week, at the South San Francisco branch, and offers a more flexible schedule.

Requirements

• High school diploma or equivalent.
• Proven experience in customer service or member relations, preferably in a financial or service-oriented environment.
• Strong verbal and written communication skills.
• Basic computer proficiency, including experience with customer relationship management (CRM) software.
• Ability to handle sensitive information with confidentiality and professionalism.
• Problem-solving skills to resolve member issues efficiently.
• Attention to detail when managing member accounts and documenting interactions.

Nice To Haves

• Associate’s or Bachelor’s degree in Business, Communications, or a related field.
• Experience working in a credit union, bank, or similar member-focused organization.
• Familiarity with financial products and services.
• Bilingual abilities to support diverse member populations.
• Proficiency with advanced CRM tools and Microsoft Office Suite.

Responsibilities

• Respond promptly and professionally to member inquiries by phone, email, and in person.
• Assist members with account management, including processing applications, updates, and transactions.
• Identify and resolve member concerns or complaints by coordinating with relevant departments.
• Maintain accurate and detailed records of member interactions and transactions in the database.
• Provide information about products, services, policies, and procedures to support informed member decision-making.
• Support outreach efforts to educate members about new offerings and benefits.
• Collaborate with team members to improve service delivery and member satisfaction.
• Adhere to compliance and regulatory requirements in all member interactions.

What This Job Offers

• Job Type: Part-time
• Education Level: High school or GED