Member Services Representative - Member Engagement - (San Diego) jobs in United States
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North Island Credit Union · 1 month ago

Member Services Representative - Member Engagement - (San Diego)

positionSan Diego, CA
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
money$21/hr - $25/hr
date2+ years exp

North Island Credit Union is seeking a Member Services Representative – Member Engagement to provide high-quality service to California Credit Union members. The role involves receiving incoming calls, assisting members with their accounts, and resolving inquiries and complaints in a professional manner.

Financial ServicesInsuranceRetirementWealth Management

Responsibilities

Provide prompt and accurate information to members regarding accounts, Credit Union products, services, and promotions
Offers and cross-sells Credit Union products and services to meet member needs
Effectively responds to member’s questions and/or concerns
Adhere to and follow all procedures including, wire transfers, check orders, ATM & Debit Card processing, lost/stolen cashier’s checks, share, and loan accounts
Maintain a working knowledge and understanding of all audit and compliance regulations
Performs other duties as assigned
Complies with BSA requirements as commensurate with position

Qualification

Call center experienceCustomer serviceCommunication skillsProblem-solvingAnalysisCross-sellPlanningJudgmentTeamworkTime-management

Required

Excellent abilities in communication, time-management, analysis, customer service, judgment, cross-sell, teamwork, planning, and problem-solving
Strong technical knowledge of all call center service duties, including policies, procedures, member transactions and system applications
General understanding of human resources policies and procedures
Two to four years of progressively responsible experience in a call center environment as a lead to gain the knowledge, skills and abilities to handle all aspects of the position

Preferred

College coursework desired

Company

North Island Credit Union

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North Island Credit Union provides wealth management, financial planning, loans, insurance, savings, banking and retirement services.
dateFounded in 1940
location
San Diego, California, USA
people-size501-1000 employees
web-link
https://northisland.ccu.com/

Funding

Current Stage
Late Stage

Recent News

San Bernardino Sun
What’s new: Walmart Supercenter in Eastvale; credit union in Murrieta
2026-01-19
PR Newswire
North Island Credit Union Opens New Full-Service Branch in Temecula/Murrieta Area
2026-01-16
Morningstar.com
North Island Credit Union Launches Holiday Toy Drive With Boys & Girls Clubs of Greater San Diego
2025-11-03
Company data provided by crunchbase