Member Service Officer , Floater - Los Angeles Zone

Description

We are hiring a Member Service Officer I, Floater who is flexible, as this is a transitional position that 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 Los Angeles zone which includes Alhambra, El Monte, Gardena, Los Angeles (3 branches), and Pasadena locations and will be based out of our El Monte branch
. As positions become available, this position may be reassigned to a regular branch position within the designated zone.

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

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.

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!

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!

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

This role requires driving and must meet and maintain the following 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).

• 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.

• 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.

• 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, provides general information on loan products and services and communicates 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.
• Handles Member inquiries. Performs…