Member Service Officer , Floater - Orange County Zone

Member Service Officer I, Floater – a transitional position that supports the branch operations division as a financial advisor within the Retail Support Team. The primary responsibility is to provide staffing support within the Orange County zone (Anaheim, Brea, Costa Mesa, Fullerton, and Orange) and is based at the Anaheim Promenade branch. As positions become available, this role may be reassigned to a regular branch position within the zone.

Monday – Friday 8:30 AM – 5:30 PM & Saturdays 8:30 AM – 1:30 PM*

• Based upon business needs, the position may require working flexible hours, including weekends, or transferring to a neighboring branch within a reasonable commuting distance.

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, where you can build a career that’s more than a job, and where the work you do has meaning and purpose. We offer competitive pay, great health benefits, and a culture like no other.

CU SoCal is a Gallup Exceptional Workplace Award recipient. In 2026, the Credit Union of Southern California was again honored with the award, marking our third consecutive win and ranking us among the top 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.: professionalism, positivity, relationship building, and eager service to others.

If you’re passionate about making a difference and want to be part of a dynamic team, please submit your application today!

• High School Diploma or equivalent.
• At least 6 months of cash handling experience in retail/service industry.
• At least 1 year of member/customer service experience.

• Hold a valid CA state driver’s license in good standing that is not actively suspended, revoked, or restricted.
• Have reliable personal transportation; public transportation or ride sharing will not satisfy this requirement.
• Maintain state liability auto insurance coverage with a minimum of 30/60/15 limits on the work vehicle.
• Maintain a clean Motor Vehicle Record (MVR).

• Associate degree or equivalent experience.
• 3+ years of experience in member/customer service environment.
• Experience in a financial/credit union environment.
• Familiarity with Symitar or similar banking systems.
• Bilingual fluency in English and Spanish to serve Spanish‑speaking members.

• Proficiency in Microsoft Office applications (Outlook, Teams, Word, Excel, etc.).
• Good verbal and written communication skills in person and over the phone, including active listening.
• Strong interpersonal skills and a commitment to high‑quality service as a team player.
• Knowledge of products, services, and branch operations.
• Good problem‑solving skills.

• Process new memberships and share accounts; process certificates. Counsel members in person or by telephone regarding credit union policies; verify member information; complete member requests within appropriate time limits; process debit card requests.
• Process consumer loan applications, provide general information on loan products and services, and communicate loan decisions.
• Develop relationships with members by matching individual needs with suitable savings, convenience, and lending products. Expected to meet minimum sales goals as defined by the credit union and department.
• Handle member inquiries and perform research to correct errors on member accounts.
• Perform basic account administration transactions, including basic IRA knowledge for opening, routine contributions, and closing IRA accounts.
• Perform any or all duties of a teller.
• Adhere to service standards outlined by the credit union.
• Assist members in completing dispute forms, including debit card, ACH, and Visa disputes; identify and report suspicious behavior or suspected fraud.
• Adhere to credit union policies, operational controls, and regulatory procedures to ensure the safety and…