Member Service Representative II

Eagle Community Credit Union•Garden Grove, CA

3d•Onsite

About The Position

At Eagle Community Credit Union, we believe banking should be personal. Every day, our team helps members achieve their financial goals while delivering the kind of service that creates lifelong relationships. We're looking for a Bilingual Member Service Representative II (Spanish Required) to join our Santa Ana branch. If you enjoy helping people, building trust, solving problems, and working in a team-oriented environment, this could be the perfect opportunity for you. As a Member Service Representative II, you'll be a trusted resource for our members, assisting with their financial needs while identifying opportunities to connect them with products and services that improve their financial well-being.

Requirements

Fluent bilingual communication skills in English and Spanish (speaking, reading, and writing).
High school diploma or GED.
Minimum of six months to one year of customer service, retail banking, credit union, cash-handling, or related experience.
Strong communication and interpersonal skills.
Ability to multitask while maintaining accuracy.
Basic computer proficiency.
Microsoft Word
Microsoft Excel
Microsoft Outlook
Internet Applications
10-Key Data Entry

Nice To Haves

Credit union or banking experience.
Experience opening new accounts.
Consumer lending experience.
Knowledge of Symitar.
Sales and relationship-building experience.

Responsibilities

Deliver exceptional service to members in person and by phone.
Build strong relationships through friendly, professional interactions.
Answer questions regarding accounts, services, loans, digital banking, and credit union policies.
Resolve member concerns with professionalism and care.
Educate members on products and services that support their financial goals.
Open and maintain new membership accounts, certificates, and IRA accounts.
Process deposits, withdrawals, transfers, loan payments, account updates, cashier's checks, money orders, and other member transactions.
Maintain accuracy while handling cash and transactions.
Balance daily transactions and cash drawer within required timeframes.
Accept and enter consumer loan applications.
Follow up with members regarding loan approvals and decisions.
Assist with loan funding and documentation processing.
Identify opportunities to recommend products and services that meet member needs.
Support growth in member relationships through referrals and product utilization.
Meet or exceed individual service and performance goals.
Follow all credit union policies, procedures, and regulatory requirements.
Protect the credit union and its members from fraud and financial loss.
Maintain member confidentiality and security standards.