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Member Service Representative II

Job in Anaheim, Orange County, California, 92808, USA
Listing for: Frey Consulting Group
Full Time position
Listed on 2026-08-20
Job specializations:
  • Finance & Banking
    Bank Customer Service, Banking & Finance, Financial Sales
  • Customer Service/HelpDesk
    Bank Customer Service, Banking & Finance
Salary/Wage Range or Industry Benchmark: 22 - 24 USD Hourly USD 22.00 24.00 HOUR
Job Description & How to Apply Below

Member Service Representative II Credit Union - Banking Exp Required & Spanish!

MUST HAVE EXPERIENCE IN A BANK OR CREDIT UNION OPENING NEW ACCOUNTS TO APPLY AND FLUENT IN SPANISH!

What do we do? We get your resume seen, prepare you for the interview, and get you a job offer! Addvantage Credit Union Staffing was founded in 2002, and exclusively staffs credit unions. We have helped thousands of candidates around the country get your foot-in-the-door at top credit unions and we are most proud of our high placement rate! Thank you for considering the following position in your job search!

We are currently seeking an experienced
Member Service Representative II
for a credit union located in
Anaheim, CA
!

Type:Full-time, temp-to-hire

Pay:$22-24/hr

Branch hours:M, T, W, Th: 9:00am - 5:00pm, F: 9:00am - 6:00pm, and rotating Sat: 9:00am - 2:00pm

Responsibilities:
  • Opens and processes all transactions relating to new accounts, certificates, and IRAs.
  • Input member transaction requests for account data changes, deposits, cash withdrawals, transfers, check withdrawals, loan payment, travelers’ checks, savings bonds, and money orders.
  • Accurately answers member questions regarding credit union products, services, and general credit union policies in a friendly and courteous manner by phone or in person.
  • Input loan applications, follow up on loan decisions and fund loans.
  • Consistently balances to computer-generated totals within the required timeframe.
  • Follows credit union policies and procedures to protect the credit union from exposure to loss or fraud.
  • Meets or exceeds assigned performance standards and goals pertaining to member utilization of credit union products and services.
  • Stays informed of credit union products, services, procedures, new developments, and knowledge of the competition and their products.
  • Works to increase knowledge in sales and service, technical skills, and professional development through available internal and external resources.
  • Demonstrates proficiency and ability of core competencies as periodically required of the position.
Requirements:
  • 2 years of teller/new accounts experience within a credit union or bank
  • Taking loan applications/funding loan experience
  • 10 Key, Word, Excel, Outlook, and Internet.
  • Ability to work in a team environment
  • Demonstrated ability of handling a variety of customer requests including difficult customer situations
  • Possess an enthusiastic and professional attitude
  • Excellent written and verbal communication skill
  • Demonstrated knowledge and proficiency with loan origination systems
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