Member Service Officer III Floater - San Bernardino Zone

Description

We are hiring a Member Service Officer III, Floater, to join the Retail Support Team. This role provides support to the branch operations division as a financial advisor as a team member. The key responsibility daily is to assist with staffing needs across all zones (Los Angeles, San Bernardino, Whittier, and Orange). Besides these duties, the role involves creating, documenting, and maintaining Branch Operations procedures and aiding during Mergers or other Special Assignment Projects. This position is not transitional.

The primary responsibility is to help meet staffing needs throughout the designated San Bernardino zone which includes Covina, Fontana, Ontario, Pomona, Riverside, Colton, and will be based out of our Pomona branch.

Business Hours

Monday – Friday 8:30AM – 5:30PM & Saturday 8:30AM - 1:30PM*

*Based upon business needs, our positions may require working flexible hours, including Saturday, working at or transferring to a neighboring branch within a reasonable commuting distance.

Why Work at CU SoCal?

CU SoCal is one of the fastest growing credit unions and is more than just a place to work. It’s a place where people come before profit, a place where you can build a career that’s more than a job, and where the work you do has meaning and purpose. We offer competitive pay, great health benefits and a culture like no other!

CU SoCal is a Gallup Exceptional Workplace Award Recipient

In 2026, Credit Union of Southern California (CU SoCal) was once again honored with the Gallup Exceptional Workplace Award, marking our third consecutive win and ranking us among the top workplaces worldwide for outstanding employee engagement.

The CU SoCal culture fosters Building Better Lives for our Members, personal development, open communication, and genuine care for each other. We prioritize C.A.R.E. 4: professional competence, positive attitude, relationship building, and eager service to others. If you're passionate about making a difference and want to be part of a dynamic team, please submit your application today!

Requirements

• High School Diploma or equivalent.
• 3+ years’ experience with a financial institution in Member/customer service.

This role requires driving and must meet and maintain the following requirements:

- Hold a valid CA state driver’s license in good standing that is not actively suspended, revoked, or restricted.

- Have reliable personal transportation. Use of any means of public transportation or ridesharing services will not satisfy this requirement.

- Must maintain state liability auto insurance coverage with a minimum of 30/60/15 limits on the vehicle that will be used for work.

- Maintain clean Motor Vehicle Records (MVR).

Preferred Qualifications

• Associate degree or equivalent experience
• 5+ years’ experience with a financial institution in Member/customer service.
• Working experience in a financial / credit union environment.

Skills and Abilities

• Proficient in all applicable MS Office programs (i.e., Word, Excel, Outlook, Teams, etc.)
• Very good verbal and written communication skills in person and over the phone including very good active listening skills.
• Very good interpersonal skills and a commitment to providing high-quality service to our Members and working as a team player.
• Ability to use strong knowledge of products, services, and branch operations.
• Very good problem-solving skills

Essential Duties and Responsibilities

• Processes new Memberships and additional share accounts; open and close Estate Trust accounts. Review Power of Attorney, Trust, and Business account documents for accuracy. Counsels Members in person or by telephone regarding credit union policies; verifies Member information; completes Member requests within appropriate time limits; processes Debit Card requests. Perform audits on all Memberships opened.
• Processes consumer loan applications: provide general information on loan products and services and communicate consumer loan decisions. Assist Members with loan document signings and completing DMV paperwork.
• Develops relationships with Members by matching individual needs with the appropriate savings, convenience, and lending products/ services; expected to meet minimum sales goals as defined by the credit union and department.
• Handle Member inquiries. Performs research and corrects errors as needed on Members’ accounts. Diffuse upset Members, take ownership of issues, and provide solutions in relation to their account.
• Performs complex account administration transactions. Has advanced IRA knowledge, including processing complex deceased IRA account and complex IRA distributions.
• Performs any or all of the duties of a teller.
• Serve as a Notary Public, become certified to help Members with Medallion requests and process Signature Guarantee requests.
• Provide superior Member service and regularly exceed service standards outlined by the credit union.
• Assist Members in completing dispute forms, including but not limited to Debit card, ACH, and Visa. Identifies and reports any suspicious behavior or suspected fraud activity.
• Adhere to credit union policies, operational controls, and regulatory procedures to ensure the safety and security of Member and credit union assets. Maintain a comprehensive knowledge of all credit union products and services. Train and onboard new Member Service Representatives.
• Complete understanding and active application the C.A.R.E. 4 Guide expectations and the Brand Communications Standards Accountability Philosophy.
• Additional duties and responsibilities, as assigned.

We support Pay Transparency and are a pay-for-performance organization that benchmarks base pay to the 50th percentile of market data.

Pay Scale: Min. $23.18 / Mid. $28.93 / Max. $33.69* an hour

*Actual compensation will be based on geographical location, work experience, education and/or skill level.

CU SoCal is an equal opportunity employer. All decisions are based only on the individual’s qualifications/ability to perform the work. The above statements are intended to describe the essential functions, nature and level or work to be performed as of the document preparation date; they are not intended to be an exhaustive list of all duties and responsibilities. CU SoCal reserves the right to modify this job description at any time, without notice.

We foster an environment and culture where ideas and decisions from all people help us grow, innovate, and fulfill our mission of Building Better Lives.