Member Service Officer jobs in United States
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Financial Partners Credit Union · 1 month ago

Member Service Officer

positionLaguna Woods, CA
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$19.75/hr - $29.62/hr
date0+ years exp

Financial Partners Credit Union, recognized as a top workplace, is seeking a dynamic individual to join their team as a Member Service Officer. The role involves providing concierge service to members, assisting with banking services, and enhancing member relationships through proactive sales consultations.

BankingFinancial ServicesLendingNon Profit
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Comp. & Benefits

Responsibilities

Greet member by name and smile. Assist members in utilizing the PTM
Good communication skills. Able to listen and ask questions to develop customized financial solutions for members
Listen to members and be alert to pre-approvals for referral opportunities. Be able to ask probing questions, cross-sell appropriate products and telemarket for special promotions
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
Able to present features and benefits of CU deposit products and services and close the sale
Educate members on convenience services, such as mobile, e-banking, e-quest, bill pay, direct deposit, ATM and shared branches
Telemarket and follow up on all new accounts to ensure deposit accounts and convenience services are being fully utilized
Use good judgment when establishing new accounts and accepting items for deposit to minimize risk of loss to the credit union
Prioritize and follow up on all pending work and sales opportunities
Be able to work as a team player, prioritize tasks and handle high volume traffic
Keep a neat and well organized work area
May be required to support other branches when necessary

Qualification

Customer service experienceSales experienceMicrosoft Office proficiencyData inputExtractionVerbal communication skillsProactive sales consultationsTeam playerOrganizational skills

Required

High school diploma or general education degree (GED) required
Six months of customer service/sales experience
Must be able to read and write English
Must be able to input, extract and read data and Standard English on a PC
Must have very good verbal communication skills
Proficient in Microsoft Office: Outlook, Excel and Word
Must be able to use multiple system programs simultaneously

Preferred

Associate's degree preferred (A. A./A.S.) from two-year college or technical school is a plus

Company

Financial Partners Credit Union

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Financial Partners Credit Union is a non-profit credit union firm that offers banking, lending, and financial service.
dateFounded in 1937
location
Downey, California, USA
people-size201-500 employees
web-link
https://fpcu.org

Funding

Current Stage
Growth Stage

Leadership Team

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Nader Moghaddam
President/CEO
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Mary Torsney
Chief Financial Officer
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Recent News

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2025-04-28
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2023-12-11
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2022-07-21
Company data provided by crunchbase