Member Services Specialist
schoolsfirstfcu· SchoolsFirst Federal Credit Union
About this role
We’re always looking for diverse, talented, service-oriented people to join our exceptional team.
Member Services SpecialistThe pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.
Pay Range:
$33.51 - $50.27Scheduled Weekly Hours:
40What You’ll Be Doing
Relied upon as a branch specialist in the area of real estate, consumer loans, insurance and/or retirement/investments. Responsible for maintaining a comprehensive knowledge of credit union departments, products, services, policies and procedures to provide accurate information to all Members and prospective Members while negotiating resolution of complex inquiries and disputes.
- Schedules and conducts meetings with Members in assigned branch(es) to assist with their real estate, consumer lending, and/or retirement needs. Serves as the highest level branch specialist and subject matter expert and independently handles routine and more complex Member inquiries with a goal of first-point-of-contact resolution and limited escalation.
- Areas of specialty may include one or all of the following areas • Thorough knowledge of Real Estate in order to provide Members with assistance and information on Real Estate products and services. Assesses Member needs and financial situation in order to recommend the best loan product, completes application and refers applicants as necessary to Real Estate. • Thorough knowledge of Consumer Loans in order to analyze Member financial and credit data and provide recommendations on products and services. Has the authority to approve or deny loans within assigned authority level when applicable. • Thorough knowledge and required licenses in order to serve as the department primary resource for 403, 457 and other retirement and Investment products and services. Interviews Members to determine and assess their current income, expenses, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan. • Thorough knowledge and required license in order to serve as the department primary source for personal lines/automobile insurance. Interviews Members to determine and assess their risk exposures and recommend coverage limits, complete insurance application and bind coverage as authorized by the insurance carrier.
- Responsible for processing moderately difficult financial transactions on Member’s accounts, resolving Member issues, evaluating and identifying the Member’s financial needs using consultative service skills, and originating new accounts or making targeted referrals to internal business partners that result in deeper relationships, high levels of Member satisfaction, and increased growth for the Credit Union.
- Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement. Seeks to “deepen Member relationships” by asking the right questions, analyzing their financial position in order to determine and recommend the right product fit to expand the number of products and services utilized by existing Members.
- Provides suggestions for streamlining department and credit union operations. Assists with completing projects and reports related to the department. Performs other related duties as assigned or requested.
- Assists the branch with training of new teammembers and cross training of existing teammembers in area of specialty; keeps up to date with policy/procedure updates.
- Maintains an updated and faultless FINRA Form U4 by completing all necessary continuing education training in addition to annual Firm Element Training and annual recertification when applicable.
- Has a thorough knowledge of Credit Union policy and procedures, as well as state and federal regulations in area of specialty.
Additional Job Functions
- Performs other duties as assigned
- Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions.
Qualifications
- High School Diploma or GED required
- Bachelor's Degree in a related field or equivalent years of experience required
- 1-3 years of prior relevant experience required
- Depending on specialty and need of branch, the following courses and/or certification may be required:
- • CSS Certification
- • Consumer Lending Authority
- • Art of Underwriting
- • Intermediate Real Estate training
- • Real Estate Certification Program when applicable
- • Registered with the Nationwide Mortgage Licensing System and Registry as a mortgage loan originator in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act (the "SAFE Act") when applicable.
- • FINRA Series 6 or 7, and 63 when applicable
- • Personal Lines Broker License
Knowledge, Skills, and Abilities
- Demonstrated ability to make loan decisions in a high volume environment when applicable.
SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring
At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you’re excited about a position or wanting to make a career change but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.
SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.
This organization participates in E-Verify.
Frequently Asked Questions
What is the salary for the Member Services Specialist role at schoolsfirstfcu?
The listed salary for this Member Services Specialist position at schoolsfirstfcu is USD 34–50. This is an Full time role.
Where is the Member Services Specialist position at schoolsfirstfcu located?
This Member Services Specialist role at schoolsfirstfcu is based in Placentia, CA. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Member Services Specialist role at schoolsfirstfcu full-time or part-time?
This is listed as a Full time position. It is posted as a Member Services Specialist role in the SchoolsFirst Federal Credit Union department at schoolsfirstfcu.
Which team or department does the Member Services Specialist at schoolsfirstfcu belong to?
This Member Services Specialist position is part of the SchoolsFirst Federal Credit Union department at schoolsfirstfcu. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Member Services Specialist position at schoolsfirstfcu?
Click the "Apply Now" button on this page. You will be redirected to schoolsfirstfcu's official application portal hosted on workday where you can submit your application directly.
When was the Member Services Specialist job at schoolsfirstfcu posted?
This Member Services Specialist position at schoolsfirstfcu was posted on Jul 10, 2026. Apply as soon as possible — early applications are often reviewed first.
Member Services Specialist
schoolsfirstfcu · 💰 USD 34–50
You'll be redirected to schoolsfirstfcu's official application page on Workday.