Member Service Representative III

Havasu Community Credit Union, a Division of CU SoCal

About the role

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.

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

Schedule

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

Why join us

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.

Requirements

• 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.

Skills

• 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.

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 of the C.A.R.E. 4 Guide expectations and the Brand Communications Standards Accountability Philosophy.
• Additional duties and responsibilities, as assigned.

Pay

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.