Member Service Officer
Are you an energetic, self-starter who thrives in a fast paced environment? Are you interested in working for an innovative, leading, and dynamic organization? Do you enjoy helping people on a daily basis? If you said yes to any of these, then you might be just who we are looking for to join us as our Member Services Offer at our new branch in Mission Viejo.
The Member Service Officer will greet members and assist them on using the Virtual Teller Machines, setting up mobile accounts, online e-Banking, and other services. Advise members in the selection and opening of all Credit Union deposit accounts.
Greet member by name and smile. Assist members in utilizing the PTM.
Open and close checking, savings, money market, CD’s, IRA’s following credit union policies and procedures.
Identify and refer loan opportunities to PBO, Branch Manager or MLC.
Proactively identify opportunities to serve members further using the Mini-FiNap process.
Educate members on convenience services, such as mobile, e-banking, e-quest, bill pay, direct deposit, ATM and shared branches.
Use good judgment when establishing new accounts and accepting items for deposit to minimize risk of loss to the credit union.
Must be able to research and resolve escalated Member issues.
Be able to work as a team player, prioritize tasks and handle high volume traffic.
May be required to support other branches when necessary.