Member Service Officer I, Bilingual Spanish

2 weeks ago


Whittier, United States Credit Union of Southern California Full time

Description:
We are hiring a **Member Service Officer I, Bilingual Spanish **who will be a financial advisor and will provide exceptional Member experiences by identifying and matching credit union products and services to Member needs. This team members MUST be able to communicate all CU SoCal financial products and services with Spanish-speaking Members.

**Hours of Operation**: Monday - Friday: 8:30AM to 5:30PM & Saturday: 8:30AM - 1:30PM
- _Based upon business needs, this position will require flexibility to work a varied work schedule, including weekends, during regular business hours_.

**Why Work at CU SoCal?**

Besides being a part of a great team that is dedicated to building better lives for our team members and Members, we offer competitive pay, great health benefits and a culture like no other CU SoCal is one of the fastest growing credit unions and is more than just a place to work. It’s a place where people come before profit, a place where you can build a career that’s more than a job, and where the work you do has meaning and purpose.

**CU SoCal is a Gallup Exceptional Workplace Award Recipient**

In 2024, Credit Union of Southern California (CU SoCal) was honored with the Gallup Exceptional Workplace Award, ranking among the top 60 workplaces worldwide for outstanding employee engagement. The CU SoCal culture fosters Building Better Lives for our Members, personal development, open communication, and genuine care for each other. We prioritize C.A.R.E. 4: professional competence, positive attitude, relationship building, and eager service to others. If you're passionate about making a difference and want to be part of a dynamic team, explore CU SoCal career opportunities today

**Requirements**:
**Minimum Qualifications**
- High School Diploma or equivalent.
- 6+ months cash handling experience in Retail/Service industry.
- 1 + years’ experience in Member/Customer service.
- Bilingual with fluency in English and Spanish to serve our Spanish speaking Members while conducting their banking business.

**Preferred Qualifications**
- Associate degree or equivalent experience.
- 3 + years’ experience in Member/Customer service.
- Experience in a financial/credit union environment.
- Familiarity with Symitar or other similar systems.

**Skills and Abilities**
- Good verbal and written communication skills in person and over the phone including very good active listening skills.
- Good interpersonal skills and a commitment to providing high quality service to our Members and working as a team player.
- Ability to use strong knowledge of products, services and branch operations.
- Good problem-solving skills.

**Essential Duties and Responsibilities**
- Processes new Memberships and additional share accounts; processes certificates. Counsels Members in person or by telephone regarding credit union policies; verifies Member information; completes Member requests within appropriate time limits; processes Debit Card requests.
- Develops relationships with Members by matching individual needs with the appropriate savings, convenience, and lending products/ services; expected to meet minimum sales goals as defined by the credit union and department.
- Handle Member inquiries. Performs research and corrects errors as needed on Members’ accounts.
- Performs basic account administration transactions. Has basic IRA knowledge, including opening, routine contributions, and closing IRA accounts.
- Performs any or all of the duties of a teller.
- Adhere to the service standards outlined by the credit union.
- Assist Members in completing dispute forms, including but not limited to Debit card, ACH, and Visa. Identifies and reports any suspicious behavior or suspected fraud activity.
- Adhere to credit union policies, operational controls, and regulatory procedures to ensure the safety and security of Member and credit union assets. Maintain a comprehensive knowledge of all credit union products and services.
- Additional duties and responsibilities as assigned.

We support Pay Transparency and are a pay-for-performance organization that benchmarks base pay to the 50th percentile of market data.

Pay Scale: Min $18.56 / Mid $22.12 / Max $25.67* an hour
- _Actual compensation will be based on geographical location, work experience, education and/or skill level._
- CU SoCal is an equal opportunity employer. All decisions are based only on the individual’s qualifications/ability to perform the work. The above statements are intended to describe the essential functions, nature and level or work to be performed as of the document preparation date; they are not intended to be an exhaustive list of all duties and responsibilities. CU SoCal reserves the right to modify this job description at any time, without notice._
- We foster an environment and culture where ideas and decisions from all people help us grow, innovate, and fulfill our mission of_ **_Building Better Lives._



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