Member Service Representative II

Member Service Representative II

Pay Range: $24.56 – $35.62

Scheduled Weekly

Hours:

30

• Provide world‑class member service to individuals visiting branch/service center locations
• Provide information and promote credit union products and services to build relationships
• Process transactions in the areas of savings, loans, and auxiliary credit union services
• Perform file maintenance including processing requests for change of address, check orders, and ordering ATM cards
• Perform vault and night drop duties as assigned; assist with morning and evening branch preparation and support team members as needed
• Maintain cash and negotiables; provide suggestions for streamlining department and credit union operations
• Process new memberships, share accounts, savings services, consumer loan requests, and general consumer loan fundings as requested by members
• Research accounts to identify and correct member account problems; deliver world‑class face‑to‑face service for account assistance
• Provide consultative services to members regarding credit union products and services by assessing member needs and addressing concerns

• Provide daily support to team members, answer questions, resolve problems, communicate job expectations, plan, monitor, and appraise job results
• Train, coach, counsel, and discipline team members; develop, coordinate, and enforce systems, policies, procedures, and productivity standards
• Accomplish financial objectives by forecasting requirements, preparing an annual budget, scheduling expenditures, and analyzing variances
• Contribute to organizational goals and priorities as a member of the management team; establish and implement plans that affect short‑term business results in alignment with organizational objectives
• Evaluate operating procedures and policies, ensuring highest levels of member service, productivity, and internal control
• Initiate, research, coordinate, and implement department or division projects that benefit members, internal team members, or department operations
• Ensure compliance with state and federal laws and other applicable regulations; understand credit union organizational goals and KPIs and take necessary actions to achieve desired results

• High School Diploma or GED required
• 1‑3 years of prior related experience required
• Notary License required
• Participation in the CA DMV pull program may be required depending on assignment

The organization participates in E‑Verify and is an equal‑opportunity employer that prohibits discrimination based on protected veteran status, disability, race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.