Member Services Representative I - Signal Hill Branch (Part-Time) (Signal, Hill, CA)

Wescom Credit Union • Signal Hill, CA

108d • $23 - $32 • Hybrid

About The Position

The Member Services Representative I at the Signal Hill Branch primarily assists members in performing accurate transactions and providing account information. This role 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 representative 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 representative 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.
• Effective interpersonal skills to maintain positive working relationships.

Nice To Haves

• Experience in a financial institution.
• Notary Public designation.
• Knowledge of Credit Union's operating system and specialized software.

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, adhering to accurate cash balancing procedures.
• Provides a high level of service and is committed to increasing member satisfaction.
• Promotes advocacy and takes personal responsibility to ensure member issues are handled properly at the first point of contact.
• Serves members with Teller activities and occasional Platform activities.
• 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.
• Processes applications for consumer loan products and assists members with deposit products.
• Maintains proficiency in technology applications across all channels.
• Ensures branch compliance with audit and security standards, policies, and procedures.
• Communicates effectively both verbally and in writing.
• Maintains good attendance and punctuality in adherence with Wescom policy.

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 leave, and holidays.
• Comprehensive medical, dental, and vision plan coverage.
• Adoption and surrogacy assistance.
• 401(k) Plan with employer matching.
• Generous educational programs including education reimbursement.
• Wellness Program with fitness center discounts.
• Transit subsidy reimbursement for public transportation.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED