Member Service Representative II

Help People. Build Relationships. Make an Impact.

At Eagle Community Credit Union, we believe banking should be personal. Every day, our team helps members achieve their financial goals while delivering the kind of service that creates lifelong relationships.

We're looking for a Bilingual Member Service Representative II (Spanish Required) to join our Santa Ana branch. If you enjoy helping people, building trust, solving problems, and working in a team-oriented environment, this could be the perfect opportunity for you.

As a Member Service Representative II, you'll be a trusted resource for our members, assisting with their financial needs while identifying opportunities to connect them with products and services that improve their financial well-being.

Our Core Values

We are committed to:

• Integrity
• Collaboration
• Accountability
• Respect
• Excellence

About Eagle Community Credit Union

For more than 90 years, Eagle Community Credit Union has been serving Southern California communities by helping individuals and families achieve financial success. We are committed to exceptional service, community involvement, and creating rewarding career opportunities for our employees.

When you join Eagle, you become part of a team that values personal growth, professional development, and making a positive difference in the lives of our members.

What You'll Do

Member Service

• Deliver exceptional service to members in person and by phone.
• Build strong relationships through friendly, professional interactions.
• Answer questions regarding accounts, services, loans, digital banking, and credit union policies.
• Resolve member concerns with professionalism and care.
• Educate members on products and services that support their financial goals.

Account & Transaction Processing

• Open and maintain new membership accounts, certificates, and IRA accounts.
• Process deposits, withdrawals, transfers, loan payments, account updates, cashier's checks, money orders, and other member transactions.
• Maintain accuracy while handling cash and transactions.
• Balance daily transactions and cash drawer within required timeframes.

Consumer Lending Support

• Accept and enter consumer loan applications.
• Follow up with members regarding loan approvals and decisions.
• Assist with loan funding and documentation processing.

Relationship Building & Sales

• Identify opportunities to recommend products and services that meet member needs.
• Support growth in member relationships through referrals and product utilization.
• Meet or exceed individual service and performance goals.

Compliance & Security

• Follow all credit union policies, procedures, and regulatory requirements.
• Protect the credit union and its members from fraud and financial loss.
• Maintain member confidentiality and security standards.

Qualifications

Required

• Fluent bilingual communication skills in English and Spanish (speaking, reading, and writing).
• High school diploma or GED.
• Minimum of six months to one year of customer service, retail banking, credit union, cash-handling, or related experience.
• Strong communication and interpersonal skills.
• Ability to multitask while maintaining accuracy.
• Basic computer proficiency.

Preferred

• Credit union or banking experience.
• Experience opening new accounts.
• Consumer lending experience.
• Knowledge of Symitar.
• Sales and relationship-building experience.

Technical Skills

• Microsoft Word
• Microsoft Excel
• Microsoft Outlook
• Internet Applications
• 10-Key Data Entry

What Makes You Successful

We're seeking someone who:

• Enjoys helping people and building relationships.
• Provides exceptional member service.
• Is dependable, accountable, and detail-oriented.
• Communicates professionally and effectively.
• Learns quickly and adapts to change.
• Works well independently and as part of a team.
• Takes initiative and strives for continuous improvement.

Schedule & Work Environment

Schedule

• Full-time position.
• Monday through Saturday scheduling.
• Saturday availability is required.
• One regularly scheduled day off during the week when working Saturdays.

Work Environment

• Primarily indoor office environment.
• Moderate noise level.
• Occasional local travel may be required.

Physical Requirements

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.

• Frequently sit, stand, walk, reach, and use hands.
• Regularly communicate with members and team members.
• Occasionally lift and/or move up to 10 pounds.
• Occasionally bend, stoop, kneel, crouch, or crawl.
• Ability to perform work requiring close vision.

Benefits & Perks

We invest in our people and support their personal and professional success.

Health & Wellness

• Medical Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Flexible Spending Account (FSA)
• Supplemental Insurance Options

Financial Benefits

• 401(k) with Company Matching
• Employee Discounts

Time Away

• Paid Time Off (PTO)
• Volunteer Time Off

Career Growth

• Paid Training
• Tuition Reimbursement
• Professional Development Opportunities
• Career Advancement Opportunities

Ready to Join Our Team?

If you're passionate about helping people, building relationships, and creating exceptional member experiences, we'd love to hear from you.

Apply today and start building a rewarding career with Eagle Community Credit Union.

Pre-Employment Requirements

Employment is contingent upon successful completion of a background check, employment verification, and any other pre-employment requirements permitted by applicable law.

Equal Opportunity Employer

Eagle Community Credit Union is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive workplace where all employees and applicants are treated with dignity and respect. Qualified applicants will receive consideration for employment without regard to any characteristic protected by applicable federal, state, or local law.

Eagle Community Credit Union is also committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and employment process. Applicants who require an accommodation may contact View email address on click.appcast.io for assistance.