Branch Member Service Consultant

Orange, CA | Full-Time | Direct Hire | $20-24.50/hr

Who We Are

At Addvantage Credit Union Staffing, we help get your resume in front of the right hiring managers, prepare you for interviews, and support you through the offer process. Founded in 2002, we specialize in financial institution staffing and have helped thousands of candidate’s nationwide land opportunities with top organizations. We take pride in our high placement success rate and long-standing industry relationships.

About the Opportunity

We are seeking a Branch Member Service Consultant to provide exceptional member service in a sales-oriented environment. This role combines teller responsibilities, account openings, member consultations, and product recommendations to support branch goals.

Schedule:

• Monday–Thursday: 8:45 AM – 5:15 PM
• Friday: 9:45 AM – 6:15 PM
• Saturday: Rotating 8:45 AM – 1:15 PM

Salary: $20–$24.50/hr | Direct Hire

Key Responsibilities

• Conduct member transactions accurately and efficiently, including deposits, withdrawals, transfers, and loan/credit card payments
• Open new accounts (Savings, Checking, Money Market, Certificates, IRAs, Trust, and Business accounts)
• Consult with members to identify needs and recommend appropriate products and services, including consumer and real estate loans
• Assist members over the phone for retention, membership development, pre-approvals, and cross-selling
• Ensure compliance with federal regulations, including Reg CC, Bank Secrecy Act, Truth in Savings, Reg D & E, Privacy, and Fair Lending
• Maintain accurate logs, complete required forms, and perform all duties in accordance with branch policies
• Support branch operations, including balancing cash drawer, monitoring member service areas, and assisting other MSCs as needed
• Complete annual federal regulation and BSA compliance training

Qualifications

• High School Diploma or GED required
• Minimum 1 year of experience in a sales-oriented environment, including teller/cash handling experience; prior financial institution experience preferred
• Knowledge of consumer loan products and financial services
• Proficient in computer systems, including word processing and spreadsheets
• Strong verbal and written communication skills with excellent member service advisory abilities
• Ability to follow written and verbal instructions and adhere to regulatory and branch standards