Member Services Officer 1
Company: Coasthills Federal Credit Union
Location: Lompoc
Posted on: April 2, 2026
|
|
|
Job Description:
SUMMARY Under the general supervision of the Branch Manager, the
Member Services Officer 1 is responsible for performing a wide
range of basic banking transactions, assisting Credit Union members
with their banking needs and effectively cross-selling products,
services, and solutions. Promotes and maintains a positive image of
the Credit Union. ESSENTIAL FUNCTIONS Reasonable accommodations may
be made to enable individuals with disabilities to perform the
essential functions. The following statements are intended to
describe the general nature and level of work being performed by
this position. It is not intended to be an exhaustive list of all
functions, responsibilities, and skills required of this position.
Other duties may be assigned to meet business needs. Provides
services to members by performing banking transactions such as
deposits, withdrawals, transfers, and loan payments as directed by
the Office Procedures Manual (OPM). Prepares and processes
transaction requests by telephone and mail. Prepares authorized
account charges. Processes money orders, cashier’s checks, and
other services. Actively explains, promotes and cross-sells Credit
Union services, products, programs, and investment opportunities.
Proactively responds to members’ inquiries and requests using
product knowledge. Assists members in completing forms and
documents. Resolves errors and member concerns in a timely manner.
Balances cash and coin accurately and maintains appropriate cash
levels within limits. Remains current on knowledge of Credit Union
policies, procedures, and services. Performs duties as assigned by
management and may be assigned to work at any branch.
QUALIFICATIONS The requirements listed below are representative of
the knowledge, skill, and/or ability required. Education and
Experience Relevant customer service and/or cash handling
experience in a retail or banking environment. Certificates,
Licenses and Registrations None. Knowledge Within six months of
employment: Successful completion of core competencies
certification. Knowledge of branch operational activities and basic
understanding of lending practices and policies. Knowledge of Board
policies and Credit Union goals, organizational structure,
policies, procedures (including OPM and Employee Handbook) and
practices. Completion of New Employee Training Program. Other
Skills and Abilities Successful completion of pre-employment
testing. Operates a variety of office equipment and machines.
Ability to travel, attend, and participate in training and meetings
at various locations.
Keywords: Coasthills Federal Credit Union, Camarillo , Member Services Officer 1, Customer Service & Call Center , Lompoc, California
