Member Service Officer I, Floater - Orange County Zone

Member Service Officer I, Floater

We are hiring a Member Service Officer I, Floater who is flexible, as this is a transitional position who provides support to the branch operations division as a financial advisor as a team member of the Retail Support Team.

The key responsibility daily is to assist with staffing needs within the designated Orange County zone which includes Anaheim, Brea, Costa Mesa, Fullerton, and Orange locations and will be based out of our Anaheim Promenade branch. As positions become available, this position may be reassigned to a regular branch position within the designated zone.

Business Hours

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

* Based upon business needs, our positions may require working flexible hours, including weekends, working at or transferring to a neighboring branch within a reasonable commuting distance.

Why Work at CU SoCal?

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, a place 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, Credit Union of Southern California (CU SoCal) was once again honored with the Gallup Exceptional Workplace 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. 4: professional competence, positive attitude, 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!

Requirements

Minimum Qualifications

• High School Diploma or equivalent.
• 6+ months cash handling experience in retail / service industry.
• 1+ years of experience in Member / customer service.

Driving and Insurance Coverage Requirements.

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

Preferred Qualifications

• Associate degree or equivalent experience
• 3+ years of experience in member / customer service environment.
• Working experience in a financial / credit union environment.
• Familiar with Symitar or other similar banking systems.
• Bilingual with fluency in English and Spanish to serve our Spanish speaking Members while conducting their banking business.

Skills and Abilities

• Proficiency in applicable Microsoft Office applications (Outlook, Teams, Word and Excel, etc.)
• Good verbal and written communication skills in person and over the phone including good active listening skills.
• Good interpersonal skills and a commitment to providing high quality service to our Members and working as a team player.
• Ability to use strong knowledge of products, services, and branch operations.
• Good problem-solving skills.

Essential Duties and Responsibilities

• Processes new Memberships and additional share accounts; processes certificates. Counsels Members in person or by telephone regarding credit union policies; verifies Member information; completes Member requests within appropriate time limits; processes Debit Card requests.
• Processes consumer loan applications, provide general information on loan products and services and communicate consumer loan decisions.
• Develops relationships with Members by matching individual needs with the appropriate savings, convenience, and lending products/ services; expected to meet minimum sales goals as defined by the credit union and department.
• Handle Member inquiries. Performs research and corrects errors as needed on Members' accounts.
• Performs basic…