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Member Services Specialist

Carlsbad, CA

Post Date: 05/22/2018 Job ID: 15460 Industry: Banking

We are searching for a Member Services Specialist  for a credit union in the Carlsbad area.  If you are qualified and interested in applying for this position please contact Ronald Childs at 619-528-8434 or by email Ronald@sdistaffing.Com.   Below is additional information about this great opportunity.
  • Located in Carlsbad
  • Direct Hire opportunity
  • 40 hours a week
  • The mid-range is $18.17/hr.  (Will be flexible for right candidate)
  • Great culture and great credit union to work for.


Assists members in all areas of credit union services, policies and procedures including: establishing memberships, cross selling of all products and services, processing various types of teller transactions for both business and personal accounts, wire transfers, travelers checks, money orders, stop payments and any other service requests. This position must also be able to multi-task in the area of loans and new accounts in the absence of the FSS/FSO; and/or provide coverage for teller position to keep branch traffic flowing and members served during high volume periods.

  1. Provides information for products/services offered to new and existing members. Determines what products/services best meet the financial needs of the member and actively refers the product to an available FSS/FSO or processes the request(s) appropriately.
  2. Provides information to members concerning consumer and real estate loans. Demonstrates proficiency in interviewing, loading, and funding loans based on the member’ s request in compliance with the company loan policy.
  3. Researches and resolves member complaints and follows up for resolution.
  4. Demonstrates a strong knowledge of general ledger and other duties to support the operations at the branch(s).
  5. Complies with all applicable laws, regulations, policies and procedures. Adheres to all security procedures and regulatory guidelines for Regulation CC, the Bank Secrecy Act, OFAC, and USA Patriot Act/Customer Identification Act (CIP). Maintains confidentiality of current, past, and potential members and their personal and financial information.
  6. Other assignments that may need the employee's expertise and/or knowledge so as to allow the completion of the assignment.

  1. One (1) year teller experience and extensive exposure to the Financial Services function.
  2. Excellent communications skills with the ability to interact effectively with staff and members.
  3. Must have an in depth knowledge of all credit union products/services and the ability to confidently covey this knowledge to all members.
  4. Must be able to convey credit union policies/procedures, as well as federal regulations.
  5. Must be able to multi-task between the teller line and FS areas, working well under pressure and within compliance guidelines.
  6. Must be able to work independently with little supervision.
  7. Must demonstrate a strong service level commitment.

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3717 Camino Del Rio South, Suite 100
San Diego, CA 92108
Phone #: (619) 528-8434 -or- (888) 528-8367
Fax #: (619) 528-8498