Member Services Officer II-Hybrid
Logix Federal Credit Union - Valencia, CA
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The Member Services Officer II or MSO II is responsible for providing “wow” level service to both members and co-workers in a call center environment. Through effective listening and thorough knowledge of our products and services, the MSO satisfies our member’s needs and effectively resolves member’s concerns. The MSO personifies our Promise Principles of “Personal”, “Professional” and “Proactive”.Achieves established goal for sales and member service rating (NPS) and sales/product goals.Directs calls to appropriate personnel as applicable and adheres to the standards of service quality and statistical performance measures during all member interactions.Exercises strong verbal and written communication skills to explain Credit Union policies and to resolve member concerns in a professional and personable manner.Maintains up-to-date knowledge of all federal regulations related to loans and operations.Participates actively in team meetings, contributing to the development of new programs and methods to improve effectiveness of delivery and member serviceProvides assistance to members in all areas relating to their financial needs (questions, transaction requests, complaints, etc.), while assisting them in the selection of appropriate products and servicesMust consistently report to work on-time, as scheduled and adhere to schedule adherence guidelinesOther duties as assigned.Please note that hours can vary depending on the actual shift. Our contact center is open:Weekdays 7 a.m. to 7 p.m. (PT)Weekends 9 a.m. to 3 p.m. (PT)EducationPreferred 4 year/Bachelors DegreeKnowledge, Skills & AbilityCertificatesComputer SkillsLanguage SkillsAbility to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.Mathematical SkillsAbility to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.Reasoning AbilityAbility to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.Other SkillsRecent financial institution experience as a teller and/or new accounts representative or in a call center roleA working knowledge of the Microsoft office suite of products Experience in troubleshooting basic smartphone and web browser issuesA demonstrated aptitude for learning new systems, skills & processesA proven ability to work in a fast paced, deadline driven environmentThe ability to multi-task with an attention to detailExcellent verbal & written communication skillsSuperior customer service skillsDisclaimerLogix Federal Credit Union is an equal opportunity employer that does not discriminate in employment opportunities or practices on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, protected veteran or disability status, or any other status protected by law.USD $21.27 - USD $31.90 /Hr.
Created: 2025-10-06