Member Service Officer

Full Time
Orange, CA
Posted
Job description

Financial Partner Credit Union, recognized as the Top Place to Work by the Orange County Register, the Best Credit Unions to Work For by American Banker, and Best Credit Unions in California by Forbes, is seeking a dynamic, highly motivated individual with a proven track record of success to join our South San Francisco Branch team.

The Member Service Officer in our Orange branch will greet members and assist them on using the Virtual Teller Machines, setting up mobile accounts, assist them with online e-Banking, and advise members about Credit Union deposit accounts and other services.

RESPONSIBILITIES:

  • Greet member and assist in utilizing the PTM.
  • Assist with opening new accounts.
  • Refer to Personal Banker or Branch Manager for loan opportunities.
  • Proactively identify opportunities to serve members further.
  • Educate members on convenience services, such as mobile, e-banking, e-quest, bill pay, direct deposit, ATM and shared branches.
  • Be able to work as a team player, prioritize tasks and handle high volume traffic.

Job Type: Full-time

Pay: $16.00 - $21.00 per hour

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Employee discount
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Parental leave
  • Professional development assistance
  • Referral program
  • Tuition reimbursement
  • Vision insurance

Schedule:

  • Day shift

Ability to commute/relocate:

  • Orange, CA: Reliably commute or planning to relocate before starting work (Required)

Experience:

  • Customer service: 1 year (Preferred)

Work Location: One location

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