Member Services Representative I - Knotts Berry Farm Branch (Part-Time) (Buena Park, CA)

Wescom Credit Union

95d • $23 - $32

About The Position

The position primarily assists members in performing accurate transactions and providing account information. It involves establishing memberships, share accounts, and other deposit products by assessing member needs, completing necessary documents, and performing data entry of records in compliance with audit requirements. The role frequently serves as the initial point of contact between the Credit Union and members, promoting optimal member engagement by providing specific, accurate, and timely information regarding Credit Union products and services, as well as insurance and investment products offered through Wescom Insurance Services and Wescom Financial Services. The position is responsible for engaging new and existing members to deepen their relationship with the Credit Union by educating them about products and services and referring them for Mortgage and Home Equity products.

Requirements

• High School graduate.
• Previous financial industry and customer service experience preferred.
• Proficient in Microsoft applications (Word, Excel, Outlook).
• Ability to add, subtract, multiply, and divide in all units of measure.
• Ability to compute rates, ratios, and percentages.

Nice To Haves

• Experience in a customer-facing role within the financial services industry.
• Licensing as Notary Public.
• Proficiency in technology applications including the Credit Union’s operating system.

Responsibilities

• Follows cash control guidelines to safeguard the credit union and member assets.
• Processes member transactions accurately, including deposits, transfers, withdrawals, and other transactions in accordance with credit union policies, procedures, and regulatory requirements.
• Maintains daily cash and sells cash to the vault as needed to not exceed established limits.
• Adheres to accurate cash balancing procedures and researches and resolves cash differences.
• Provides a high level of service and is committed to increasing member satisfaction.
• Demonstrates adherence to established Wescom and Branch Service Standards.
• Promotes advocacy and takes personal responsibility to ensure member issues are handled properly at the first point of contact.
• Focuses on delivering the Member Experience and achieving successful results in the Member Experience Surveys.
• Serves members with Teller activities and occasional Platform activities.
• Remains proficient and knowledgeable in all changing technologies available to members.
• Responds to inquiries from members, departments, and Branch Management in a timely manner.
• Identifies Wescom product and service referral opportunities and works closely with branch business partners.
• Identifies, refers, and assists members with auto/personal loan and credit card pre-approval offers.
• Processes applications for consumer loan products and serves as a member advocate throughout the loan process.
• Maintains proficiency in technology applications across all channels.
• Contributes to organizational efforts with process improvement opportunities.
• Ensures branch compliance with audit and security standards, policies, and procedures.
• Maintains confidentiality of Credit Union and member records.
• Communicates effectively both verbally and in writing.

Benefits

• Remote and hybrid work options.
• Work/life balance including mental health days and flexible scheduling.
• $1,000 Employee Referral Bonus Program.
• Paid time off including vacation, sick days, and holidays.
• Comprehensive medical, dental, and vision plan coverage.
• 401(k) Plan with employer matching.
• Generous educational programs including education reimbursement and student loan repayment plan.
• Wellness Program with rewards for participation.
• Discounted rates on loan products for team members.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees