Member Services Representative

6 days ago


Irvine, California, United States Wescom Credit Union Full time
Job Summary:

As a Member Services Representative at Wescom Credit Union, you will play a vital role in providing exceptional service to our members. Your primary responsibility will be to assist members in performing accurate transactions and providing account information. You will also be responsible for establishing memberships, loan accounts, and other deposit products by assessing member needs, completing necessary documents, and performing data entry of records in compliance with audit requirements.

Key Responsibilities:

Follow cash control guidelines to safeguard the credit union and member assets.
Process member transactions accurately, including deposits, transfers, withdrawals, and other transactions in accordance with credit union policies, procedures, and regulatory requirements.
Maintain daily cash and sell cash to the vault as needed to avoid exceeding established limits.
Provide a high level of service and consistently take a consultative approach to all member interactions.
Promote advocacy and take personal responsibility to ensure member issues are handled properly at the first point of contact.

Requirements:

High school graduate.
Previous financial industry and customer service experience preferred.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to compute rates, ratios, and percentages.

Working Environment:

The work environment is moderately quiet, and it is a non-smoking environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job description in no way implies that these are the only duties to be performed. An employee will be required to follow any other job-related instructions and duties as requested by the supervisor and/or management.

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