Financial Partners Credit Union, recognized as a Top Workplace by USA Today, the Orange County Register, and the Los Angeles Times, and named one of the Best Credit Unions to Work For by American Banker and one of the Best Credit Unions in California by Forbes, is seeking a motivated and dependable individual to join our team as a Member Service Officer at our Woodland Hills Branch.

The Member Service Officer will greet members and assist them on using the Virtual Teller Machines, setting up mobile accounts, online e-Banking, and other services. Advise members in the selection and opening of all Credit Union deposit accounts.

RESPONSIBILITIES:

Greet member by name and smile. Assist members in utilizing the PTM.
Open and close checking, savings, money market, CD’s, IRA’s following credit union policies and procedures.
Identify and refer loan opportunities to PBO, Branch Manager or MLC.
Proactively identify opportunities to serve members further using the Mini-FiNap process.
Educate members on convenience services, such as mobile, e-banking, e-quest, bill pay, direct deposit, ATM and shared branches.
Use good judgment when establishing new accounts and accepting items for deposit to minimize risk of loss to the credit union.
Must be able to research and resolve escalated Member issues.
Be able to work as a team player, prioritize tasks and handle high volume traffic.
May be required to support other branches when necessary.

The pay range for this position is listed above. Our pay ranges are designed to allow for candidates with various levels of experience and skill to be considered, and to allow room for growth to be achieved in a role over time. Generally, new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their individual combination of experience, knowledge, skills, and education as well as internal equity.

Financial Partners Credit Union is an equal opportunity employer and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

For almost 90 years, Financial Partners Credit Union has provided banking services to Californians. With generally lower loan rates, higher savings rates, and lower fees than the big banks, we emphasize value while delivering the highest levels of service to our members. What makes us different from a bank? Part of it is our not-for-profit, cooperative structure. Financial Partners is owned by our members, not Wall Street, so we’re committed to doing what’s best for you, rather than the bottom line. At the same time, we truly believe that focusing on service and member satisfaction is the right thing to do. Our members aren’t just figures on a balance sheet—our mission is to build lifetime financial partnerships. Since our humble beginnings, we're over $2.5 billion in assets, with 92,000 members, and branches across California, from South San Francisco to San Diego. But one thing hasn’t changed since eight aviation workers pooled $900 in 1937 to launch Financial Partners: our focus on saving money, making money, and saving time for our members.

Member Service Officer

Member Service Officer

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