Member Services Representative II - Anaheim Branch (Anaheim, CA)

Join to apply for the Member Services Representative II - Anaheim Branch (Anaheim, CA) role at Wescom Financial

Salary Grade : 153N

Salary Pay Range for This Position : $24.81 - $34.72

POSITION SUMMARY :

Provides consultative services to members regarding credit union products and services by assessing member needs. Assists members in establishing memberships, loan accounts and services, share accounts and savings services, completing necessary documents and performing data entry of records in compliance with audit requirements.

ESSENTIAL POSITION FUNCTIONS :

• Consistently provides a high level of service and is committed to increasing member satisfaction by consistently taking a consultative approach during all member interactions.
• Demonstrates adherence to the Branch Service Standards in addition to the enforcement and modeling of Wescom's Mission Statement, Vision, Core Values and Team Attributes.
• Regularly serves members with Platform and Teller activities including but not limited to providing consistent support to both the Platform and Operations.
• Remaining proficient and knowledgeable in all changing technologies available to members to create an Omni-channel experience.

EDUCATION, EXPERIENCE, SKILLS AND ABILITIES :

High School graduate. Previous Financial Industry And Customer Service Experience Preferred.

REGISTRATION :

Nationwide Mortgage Licensing System (NMLS) registration is required and must be maintained. Maintain licensing as Notary Public.

COMPUTER SKILLS :

Proficient in Microsoft applications (Word, Excel, Outlook). Must be proficient in technology applications including the Credit Union's operating system and specialized software required for performance of position.

MATHEMATICAL SKILLS :

Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals.

PHYSICAL DEMANDS :

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

WORK ENVIRONMENT :

The work environment characteristics described here are representative of those an employee encounters while performing functions of this job.

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