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Member Services Officer 3-Relationship Spec.

0ccbc5ee 4e9e 4ab2 B85b 76af5788ba44 19000101 000001 · Paso Robles, CA, US, Paso Robles, CA · Deleted · $24–$25 / hour · ADP Workforce Now Recruiting

Job facts

FieldValue
Company0ccbc5ee 4e9e 4ab2 B85b 76af5788ba44 19000101 000001
TitleMember Services Officer 3-Relationship Spec.
Normalized title-
Department / team-
LocationPaso Robles, CA, United States
Work model-
Employment typeFull Time
Salary$24–$25 / hour
Statusdeleted
ATS providerADP Workforce Now Recruiting
Posted / first seen2026-05-22 / 2026-05-31
Changed / last seen2026-06-06 / 2026-06-04

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Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through ADP Workforce Now Recruiting.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Paso Robles.Open
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Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

Company0ccbc5ee 4e9e 4ab2 B85b 76af5788ba44 19000101 000001
Source5d770017-cf79-41c0-a598-1b0668a619e2
ATS providerADP Workforce Now Recruiting

Description

SUMMARY Under the general supervision of the Branch Manager, the Member Services Officer 3 – Relationship Specialist identifies the financial needs of Credit Union members and effectively cross-sells products, services, and solutions. Responsible for performing a wide variety of loan and deposit-based functions. Researches, analyzes, and resolves a broad range of complex customer issues. Provides a high level of responsiveness to member inquiries by phone, email, or in person. Promotes and maintains a positive image of the Credit Union. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs. Prepares and processes loan-related transaction requests, in person or by telephone. Actively explains, promotes and cross-sells Credit Union services, products, programs, and investment opportunities. Resolves errors, member problems and/or complaints in a timely manner. Accurately operates a variety of office equipment and machines. Opens new membership and share accounts, and cross-sells products as appropriate. Thoroughly understands features and benefits of GAP (Guaranteed Asset Protection), MBI (Mechanical Breakdown Insurance) and Debit Cancellation (Life, Unemployment, Disability). Promotes, quotes, and sells to penetration levels set forth by Credit Union. Assists members in identifying loan and deposit products and follows appropriate procedures. Performs advanced problem resolution and account adjustments. Promotes, quotes, and sells GAP (Guaranteed Asset Protection), MBI (Mechanical Breakdown Insurance), and Debt Cancellation (Life, Unemployment, Disability) during the loan application and funding process to penetration levels set forth by Credit Union. Performs duties as a Membership Officer as prescribed under Policy 1150 of the Credit Union Policy Manual. Maintains current job knowledge of Credit Union policies, procedures, and services. Makes outbound calls to initiate and process new loan and deposit products from new and existing members. Reviews credit reports to identify opportunities and cross-sell additional loan and ancillary products. Assists in coaching and development of other branch employees. Performs MSO 1, MSO 2, and MSO 3 – Operations Specialist duties as needed. Performs duties as assigned by management and may be assigned to work at any branch. QUALIFICATIONS The requirements listed below are representative of the knowledge, skill, and/or ability required. Education and Experience High school diploma or equivalent. Two years of progressive sales and cross-selling experience in a financial or retail environment. Certificates, Licenses and Registrations None. Knowledge Within six months of hire: Successful completion of core competencies certification. Successful completion of Member Services Officer 2 certification. Knowledge of consumer loans, including processing and funding. Successful completion of Member Services Officer 3 certification. Knowledge of Credit Union products and services. Proficiency in MS Office (especially Word) highly desirable. Other Skills and Abilities Operates a variety of office equipment and machines. Ability to travel, attend, and participate in training and meetings at various locations. AFFIRMATIVE ACTION/EEO STATEMENT: CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law. For our EEO Policy Statement, please click here . If you’d like more information on your EEO rights under the law, please click here .

Full job record

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Source ID5d770017-cf79-41c0-a598-1b0668a619e2
Board ID5d770017-cf79-41c0-a598-1b0668a619e2
Provideradp_workforcenow
Provider Job Key569586
TitleMember Services Officer 3-Relationship Spec.
Normalized Title—
Statusdeleted
Activeno
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Department—
Team—
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CountryUnited States
RegionCA
CityPaso Robles
Salary Raw24 To 24.50 (USD) Hourly
Salary Min24
Salary Max24.5
Salary CurrencyUSD
Salary Periodhour
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Apply URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=0ccbc5ee-4e9e-4ab2-b85b-76af5788ba44&ccId=19000101_000001&lang=en_US&type=JS&jobId=569586&jwId=9200952161513_1
First Seen At2026-05-31 18:32:18Z
Last Seen At2026-06-04 09:37:28Z
Last Checked At2026-06-06 13:14:21Z
Last Changed At2026-06-06 13:14:21Z
Inactive At2026-06-06 13:14:21Z
Source Posted At2026-05-22 20:46:00Z
Source Updated At—
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    "requisitionDescription": "<p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;' data-pasted=\"true\"><strong><u><span style='font-family:\"Calibri\",sans-serif;'>SUMMARY</span></u></strong></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><span style='font-family:\"Calibri\",sans-serif;'>Under the general supervision of the Branch Manager, the Member Services Officer 3 &ndash; Relationship Specialist identifies the financial needs of Credit Union members and effectively cross-sells products, services, and solutions. Responsible for performing a wide variety of loan and deposit-based functions. Researches, analyzes, and resolves a broad range of complex customer issues. Provides a high level of responsiveness to member inquiries by phone, email, or in person. Promotes and maintains a positive image of the Credit Union.</span></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><br></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><strong><u><span style='font-family:\"Calibri\",sans-serif;'>ESSENTIAL FUNCTIONS&nbsp;</span></u></strong></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><br></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><em><span style='font-family:\"Calibri\",sans-serif;'>Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs.</span></em></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><em>&nbsp;</em></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><span style='font-family:\"Calibri\",sans-serif;'>Prepares and processes loan-related transaction requests, in person or by telephone.</span></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><br></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><span style='font-family:\"Calibri\",sans-serif;'>Actively explains, promotes and cross-sells Credit Union services, products, programs, and investment opportunities.</span></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><span style='font-family:\"Calibri\",sans-serif;'>Resolves errors, member problems and/or complaints in a timely manner.</span></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><br></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><span style='font-family:\"Calibri\",sans-serif;'>Accurately operates a variety of office equipment and machines.</span></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><br></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><span style='font-family:\"Calibri\",sans-serif;'>Opens new membership and share accounts, and cross-sells products as appropriate.</span></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><br></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><span style='font-family:\"Calibri\",sans-serif;'>Thoroughly understands features and benefits of GAP (Guaranteed Asset Protection), MBI (Mechanical Breakdown Insurance) and Debit Cancellation (Life, Unemployment, Disability). Promotes, quotes, and sells to penetration levels set forth by Credit Union.</span></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><br></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><span style='font-family:\"Calibri\",sans-serif;'>Assists members in identifying loan and deposit products and follows appropriate procedures.</span></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><br></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><span style='font-family:\"Calibri\",sans-serif;'>Performs advanced problem resolution and account adjustments.</span></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><br></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><span style='font-family:\"Calibri\",sans-serif;'>Promotes, quotes, and sells GAP (Guaranteed Asset Protection), MBI (Mechanical Breakdown Insurance), and Debt Cancellation (Life, Unemployment, Disability) during the loan application and funding process to penetration levels set forth by Credit Union.</span></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><br></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><span style='font-family:\"Calibri\",sans-serif;'>Performs duties as a Membership Officer as prescribed under Policy 1150 of the Credit Union Policy Manual.</span></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><br></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><span style='font-family:\"Calibri\",sans-serif;'>Maintains current job knowledge of Credit Union policies, procedures, and services.</span></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><br></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><span style='font-family:\"Calibri\",sans-serif;'>Makes outbound calls to initiate and process new loan and deposit products from new and existing members.</span></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><br></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><span style='font-family:\"Calibri\",sans-serif;'>Reviews credit reports to identify opportunities and cross-sell additional loan and ancillary products.</span></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><br></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><span style='font-family:\"Calibri\",sans-serif;'>Assists in coaching and development of other branch employees.</span></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><br></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><span style='font-family:\"Calibri\",sans-serif;'>Performs MSO 1, MSO 2, and MSO 3 &ndash; Operations Specialist duties as needed.</span></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><br></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><span style='font-family:\"Calibri\",sans-serif;'>Performs duties as assigned by management and may be assigned to work at any branch.</span></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><br></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><strong><u><span style='font-family:\"Calibri\",sans-serif;'>QUALIFICATIONS</span></u></strong></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><br></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><em><span style='font-family:\"Calibri\",sans-serif;'>The requirements listed below are representative of the knowledge, skill, and/or ability required.</span></em></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><br></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><strong><em><span style='font-family:\"Calibri\",sans-serif;'>Education and Experience&nbsp;</span></em></strong></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><span style='font-family:\"Calibri\",sans-serif;'>High school diploma or equivalent.</span></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><span style='font-family:\"Calibri\",sans-serif;'>Two years of progressive sales and cross-selling experience in a financial or retail environment.</span></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><br></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><strong><em><span style='font-family:\"Calibri\",sans-serif;'>Certificates, Licenses and Registrations</span></em></strong></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><span style='font-family:\"Calibri\",sans-serif;'>None.</span></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><br></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><strong><em><span style='font-family:\"Calibri\",sans-serif;'>Knowledge</span></em></strong></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><span style='font-family:\"Calibri\",sans-serif;'>Within six months of hire:</span></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><span style='font-family:\"Calibri\",sans-serif;'>Successful completion of core competencies certification.</span></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><span style='font-family:\"Calibri\",sans-serif;'>Successful completion of Member Services Officer 2 certification.</span></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><span style='font-family:\"Calibri\",sans-serif;'>Knowledge of consumer loans, including processing and funding.</span></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><span style='font-family:\"Calibri\",sans-serif;'>Successful completion of Member Services Officer 3 certification.</span></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><span style='font-family:\"Calibri\",sans-serif;'>Knowledge of Credit Union products and services.</span></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><span style='font-family:\"Calibri\",sans-serif;'>Proficiency in MS Office (especially Word) highly desirable.</span></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><strong><em>&nbsp;</em></strong></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><strong><em><span style='font-family:\"Calibri\",sans-serif;'>Other Skills and Abilities</span></em></strong></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><span style='font-family:\"Calibri\",sans-serif;'>Operates a variety of office equipment and machines.&nbsp;</span></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><span style='font-family:\"Calibri\",sans-serif;'>Ability to travel, attend, and participate in training and meetings at various locations.</span></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><br></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><strong><u><span style='font-family:\"Calibri\",sans-serif;'>AFFIRMATIVE ACTION/EEO STATEMENT:</span></u></strong></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><em><span style='font-family:\"Calibri\",sans-serif;color:black;'>CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law.&nbsp;</span></em></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><em>&nbsp;</em></p><p style='margin:0in;font-size:15px;font-family:\"Univers\",sans-serif;text-align:justify;'><em><span style='font-family:\"Calibri\",sans-serif;color:black;'>For our EEO Policy Statement, please click </span></em><span style='font-family:\"Calibri\",sans-serif;color:black;'><a href=\"https://coasthills.sharepoint.com/_layouts/15/guestaccess.aspx?share=EfdZ8M8svMZHhv5X3i7bjoYBBjPxxwqFYNQJwvIwJWivgw&e=T04hpu\" target=\"_blank\"><em>here</em></a><em>. If you&rsquo;d like more information on your EEO rights under the law, please click&nbsp;</em><a href=\"https://coasthills.sharepoint.com/_layouts/15/guestaccess.aspx?share=ERC7jJvX9KdMloT0MbNFKIEBLmRlEua5nYg9h2Pc2bIJ-g&e=gU7ZUj\" target=\"_blank\"><em>here</em></a><em>.&nbsp;</em></span></p>\n",
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