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Member Services Specialist (Bilingual English/Spanish)

Los Angeles, CA 90025

Posted: 01/30/2024 Employment Type: Direct Hire Industry: Professional Services Job Number: 7684 Pay Rate: 43,000

Job Description


 Wheeler Staffing Partners is hiring a Bilingual Member Services Specialist with a Credit Union in Los Angeles, CA. The Member Services Specialist is responsible for accurately processing financial transactions and being an effective source of information for customers: in the lobby, drive-thru window or by telephone. Provides friendly, professional, confidential, and effective assistance to customers and company associates assuring a positive experience and minimizing wait time. Typically, has more than 1 year of experience and may provide backup for another function. This is an on-site role, reporting to the Los Angeles office Mon-Fri. Applicants must be fluent in both Spanish and English.

Member Services Specialist Job Responsibilities:
  • Demonstrate efficiency with financial transactions for checking, savings and borrowing customers receives funds, posts transactions and pays out funds as requested. 
  • Verbally confirm intended transactions with customer to assure needs are met and minimize redoing.
  • Issues Traveler's Checks and money orders, receives currency for coin and verifies amounts, processes the redemption of bonds, cashes checks according to written procedures.
  • Research, troubleshoot and resolve customer and internal inquiries regarding policies, practices and products.
  • Receives loan payments and savings deposits from customer, addresses inquiries on accounts, records amounts and dates of payments and other significant information, checks customer calculations, and validates checks and/or counts cash payments.
  • Balances cash drawer daily to assure accuracy in transactions and notifies supervisor regarding any outages while appropriately applying policies.
  • Create and maintain a clean, neat, pleasant work environment by maintaining a professional look (i.e. dress, posture, attitude, etc.), positive outlook and behavior toward customers and co-workers.
  • Assist other departments and branches with transactions as needed, provide support for the department and branch managers in fulfilling customer requests and merchant verifications.
  • Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Member Services Specialist Job Requirements:
  • 1+ year of related experience within a credit union, bank, or financial service 
  • Current cash handling/management required
  • High school degree or GED required
  • Significant level of trust, credibility and diplomacy required
  • Must be willing to work onsite 
  • Must be willing to work occasional Saturdays
  • Ability to handle in-depth dialogue, conversations and explanations with customers, direct and indirect reports, and outside vendors in a sensitive and/or highly confidential nature.
  • Motivate, influence, educate and/or advise others on significant matters.

WSP specializes in filling your company’s contract, contract-to-hire, direct hire, contingency, and executive positions with professional candidates. From our Executive Retained Search Teams, Direct Hire and Contract Staffing Professionals, and RPO Service offerings we create models to deliver a world-class service, with a sense of urgency and professionalism. Our connections and our candidates combined with a staff backed by over 20 years of experience, ensure that our clients are seeing the right candidates for their career openings.

WSP is committed to creating a diverse environment and is proud to be an equal opportunity employer.
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