Sr Spec, Member Service

BCU•Santa Ana, CA
•$51,200 - $76,800

About The Position

At BCU, we believe our success starts with our people, and we're committed to creating an environment where you can thrive through career growth opportunities, competitive benefits, workplace flexibility, and a collaborative culture. BCU is a not-for-profit, member-owned Credit Union with nearly $6 billion in assets and more than 370,000 members. We provide easy, secure banking solutions that help people achieve financial freedom while serving employees and families of major Fortune 100 organizations and communities across northern Illinois, southern Wisconsin, Minnesota, and Puerto Rico. We're proud to be Certified™ by Great Place to Work® from March 2026 through March 2027, reflecting our commitment to an inclusive culture where employees feel valued, supported, and empowered.

Requirements

  • High School diploma or equivalent required, college degree a plus.
  • Minimum of 5 years business experience.
  • Ability to collect and analyze data.
  • Ability to perform multiple tasks simultaneously.
  • Proficient in basic use of the Windows operating system, email, and the Internet.
  • Excellent written and verbal interpersonal skills.
  • Ability to effectively deliver a balanced sales approach of all BCU products and services.
  • Demonstrated ability and experience in providing world-class customer service.
  • Demonstrated experience working with teams.

Nice To Haves

  • college degree a plus

Responsibilities

  • Service 30-50 BR01 New Member interactions each day through a dedicated phone queue and outbound calling while providing a high level of service to both new and potential members.
  • Identify member needs and cross-sell of all BCU products and services.
  • Assist with onboarding and engagement our New Members during first 90 days of membership.
  • Manage a shared inbox with potential new member requests.
  • Work within our New Member Application system to communicate next steps and documents needed to our referred members.
  • Maintain a working knowledge of credit reports to evaluate credit standing, perform needs assessment and to identify competitor buyout opportunities.
  • Provide fundamental credit counseling to members where appropriate and necessary.
  • Successfully complete all required registrations and certifications as needed.
  • Seen as a leader among the sales rep team. Can serve as a player-coach for the team when needed.

Benefits

  • career growth opportunities
  • competitive benefits
  • workplace flexibility
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