Member Service Officer I, Floater - Orange County Zone

Job title: Member Service Officer I, Floater - Orange County Zone

About the Role We are hiring a Member Service Officer I, Floater for the Orange County zone. This is a flexible, transitional role that supports branch operations as a team member of the Retail Support Team, primarily based at the Anaheim Promenade branch with potential reassignment to other OC locations as needed.

What You'll Do

• Assist Members with transactions, account openings, deposits/withdrawals, and share accounts; process Debit Card requests; and verify Member information.
• Process consumer loan applications and provide general information on loan products and services; communicate loan decisions.
• Develop relationships with Members by matching needs with savings, convenience, and lending products; work toward minimum sales goals as defined.
• Support staffing needs across the designated Orange County zone (Anaheim, Brea, Costa Mesa, Fullerton, Orange).
• Handle Member inquiries; perform research and correct errors on Members’ accounts; perform basic account administration transactions; have basic IRA knowledge (opening, routine contributions, closing).
• May perform any or all duties of a teller; adhere to service standards and credit union policies.
• Identify and report suspicious behavior or potential fraud; adhere to regulatory procedures to protect assets.
• Maintain comprehensive knowledge of all credit union products to assist Members.

What We're Looking For

• Minimum Qualifications: High School Diploma or equivalent; 6+ months cash handling experience in retail/service; 1+ year member/customer service; valid CA driver’s license and insurance; reliable transportation; clean MVR.
• Preferred Qualifications: Associate degree or equivalent experience; 3+ years in member/customer service; experience in financial/credit union environment; familiarity with Symitar or similar banking systems; bilingual in English and Spanish.
• Skills & Abilities: Proficient in Microsoft Office (Outlook, Teams, Word, Excel); strong verbal/written communication; active listening; interpersonal skills; ability to work as part of a team; solid product knowledge and problem-solving ability.

Nice to Have

• Associate degree or equivalent experience; 3+ years in a member/customer service environment; experience in financial/credit union environment; Symitar familiarity; bilingual English/Spanish.

Compensation & Benefits

• Salary: $19-$28 per hour; Onsite, full-time role.
• CU SoCal highlights: competitive pay, great health benefits, and a culture focused on people before profit. The organization has received Gallup Exceptional Workplace awards, reflecting a strong focus on employee engagement.