Member Services Advisor II

2 weeks ago


Santa Clarita, California, United States Wescom Central Credit Union Full time

Position Overview:

  • Delivers advisory services to members concerning credit union offerings by evaluating member requirements.
  • Facilitates the establishment of memberships, loan accounts, and services, as well as share accounts and savings options.
  • Handles transactions for members and acts as the primary point of contact between the Credit Union and its members.
  • Encourages optimal member interaction by providing precise, accurate, and timely information about Credit Union offerings.

Key Responsibilities:

  • Consistently delivers exceptional service and adopts a consultative approach during member engagements.
  • Prioritizes enhancing the Member Experience and attaining favorable outcomes in Member Experience Surveys.
  • Regularly assists members with Platform and Teller functions.
  • Conducts wellness outreach and addresses member inquiries promptly.

Qualifications, Experience, Skills, and Competencies:

  • High School diploma or equivalent.
  • Prior experience in the financial sector and customer service is advantageous.
  • Proficient in Microsoft Office Suite.

Licensing:

NMLS registration is mandatory and must be upheld. Maintain Notary Public licensing.

Technical Proficiency:

Must be adept in technology applications, including the Credit Union's operational systems.

Numerical Skills:

Capability to perform basic arithmetic operations in various units of measure.

Physical Requirements:

  • The employee is frequently required to stand, walk, sit, use hands, climb, communicate, listen, and taste.
  • The employee may occasionally lift and/or move items weighing up to 10 pounds.

Work Setting:

The noise level in the work environment is moderately quiet.

Reasonable accommodations may be provided to enable individuals with disabilities to perform essential functions.

An employee is expected to adhere to any other job-related instructions and responsibilities as directed by supervisors and/or management.



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