Member Service Officer III Floater - Los Angeles Zone

We are hiring a Member Service Officer III, Floater, to join the Retail Support Team. This role provides support to the branch operations division as a financial advisor as a team member. The key responsibility daily is to assist with staffing needs across all zones (Los Angeles, San Bernardino, Whittier, and Orange). Besides these duties, the role involves creating, documenting, and maintaining Branch Operations procedures and aiding during Mergers or other Special Assignment Projects.

This position is not transitional.

The primary responsibility is to help meet staffing needs throughout the designated Los Angeles zone which includes Alhambra, El Monte, Gardena, Pasadena, three Los Angeles locations (San Vicente, Main and Spring), and will be based out of our El Monte branch.

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

Based upon business needs, our positions may require working flexible hours, including Saturday, 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.

• High School Diploma or equivalent.
• 3+ years’ experience with a financial institution 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 clean Motor Vehicle Records (MVR).

• Associate degree or equivalent experience
• 5+ years’ experience with a financial institution in Member/customer service.
• Working experience in a financial / credit union environment.

• Proficient in all applicable MS Office programs (i.e., Word, Excel, Outlook, Teams, etc.)
• Very good verbal and written communication skills in person and over the phone including very good active listening skills.
• Very 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.
• Very good problem-solving skills

• Processes new Memberships and additional share accounts; open and close Estate Trust accounts. Review Power of Attorney, Trust, and Business account documents for accuracy. 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. Perform audits on all Memberships opened.
• Processes consumer loan…