Member Service Representative III

Description

Havasu Community Credit Union, a Division of CU SoCal

The Member Service Officer III is a financial advisor who provides exceptional Member experiences by identifying and matching credit union products and services to Member needs. 

Business Hours

Monday – Friday 9:00AM to 5:00PM and Saturday 9:00AM to 2:00PM.

*Based upon business needs, this position will require flexibility to work a varied work schedule, including before and after business hours, and weekends.

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

Minimum Qualifications

• High School diploma or equivalent.
• 3+ years’ experience with a financial institution in Member/customer service.
• Ability to use strong knowledge of products, services, and branch operations.  

Preferred Qualifications

• 5+ years’ experience with a financial institution in Member/customer service working in a credit union environment.

Knowledge, 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.
• Personable and professional coaching and mentoring skills.
• 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. Assist Member Care Center with phone   coverage. 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 Range:  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.