Member Services Consultant

2 weeks ago


La Habra, California, United States Wescom Inc Full time
POSITION OVERVIEW:
As a vital member of our team, you will deliver exceptional consultative services to our members regarding various credit union offerings. Your primary responsibility will be to assess member needs and assist them in establishing memberships, loan accounts, and other services while ensuring compliance with audit requirements.

KEY RESPONSIBILITIES:
1. Serve as the initial point of contact for members, processing transactions and providing accurate information about credit union products and services.
2. Foster strong member relationships by promoting engagement and actively referring members to Wescom’s diverse offerings, including insurance and investment products.
3. Conduct member wellness calls and participate in educational seminars to enhance member knowledge and satisfaction.
4. Collaborate with financial advisors and other business partners to identify and meet member needs effectively.
5. Ensure adherence to branch service standards and uphold Wescom's mission and values in all interactions.

ESSENTIAL SKILLS:
- Strong interpersonal and communication skills to build positive relationships with members and colleagues.
- Proficiency in technology applications and Microsoft Office Suite.
- Ability to manage multiple tasks while maintaining a high level of service and confidentiality.

EDUCATION AND EXPERIENCE:
- High School Diploma or equivalent experience required; previous financial industry experience preferred.
- Relevant licenses must be obtained and maintained, including NMLS registration and FINRA licenses.

WORK ENVIRONMENT:
The work environment is moderately quiet and non-smoking, with physical demands that may include standing, walking, and occasional lifting of up to 10 pounds. Reasonable accommodations may be made for individuals with disabilities to perform essential functions.

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