Professional Search Group - OC · 1 day ago
Banking Member Services Consultant
Fullerton, CA
Full-time
Onsite
Entry Level
$20/hr - $24/hr
1+ years expProfessional Search Group OC is seeking a dedicated Member Services Consultant to join our client's team at their Branch in Fullerton, CA. The Member Services Consultant will provide exceptional service to both new and existing credit union members by addressing their financial needs and recommending appropriate products and services.
Staffing & Recruiting
Hiring Manager
Donovan Aranda
Responsibilities
Serve as the initial point of contact for members, assisting with membership applications, account openings, and financial transactions
Identify members’ financial needs and recommend suitable credit union products
Assist with teller responsibilities as needed, ensuring accuracy and efficiency in all transactions
Achieve a qualified volume of product referrals while delivering superior membership
Provide high-quality service to both internal and external members, ensuring a positive and seamless experience
Qualification
Required
1+ years of experience in sales, cash handling, and customer service
Knowledge of consumer loan products and experience in a sales-oriented environment, preferably in the financial industry
Strong communication and member service advisory skills
Proficient in computer skills, including word processing and spreadsheet software
Ability to follow written and verbal instructions effectively
Company
Professional Search Group - OC
Professional Search Group OC (PSG OC) stands as a distinguished global staffing firm, boasting a team of industry veterans dedicated to sourcing exceptional talent across diverse sectors.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase