Member Service Officer - San Diego

Financial Partners Credit Union • San Diego, CA

9d

About The Position

The Member Service Officer fosters positive relationships between Financial Partners Credit Union and its members by providing exceptional customer service and branch support. The role addresses inquiries, resolves issues, and helps ensure 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, as well as collaboration with other departments to facilitate member requests and support continuous improvement. The position is at the San Diego VA branch location.

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 confidentially and professionally.
• Strong problem-solving, attention-to-detail, technical, and interpersonal skills.

Nice To Haves

• Associate’s or Bachelor’s degree in Business, Communications, Finance, 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, detailed records of member interactions and transactions in the database.
• Provide information about products, services, policies, and procedures to support informed member decisions.
• Support outreach efforts to educate members about new offerings and benefits.
• Collaborate with team members to improve service delivery and member satisfaction.
• Follow compliance and regulatory requirements in all member interactions.

What This Job Offers

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