CA-Member Service Representative I

CEFCU•San Jose, CA

11d•$23 - $27

About The Position

Are you ready to make the most of your talents and abilities, while helping others make the most of their finances? Apply to join Team CEFCU! CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team! The Member Service Representative I is responsible for processing a wide variety of financial transactions (deposits, withdrawals, loan payments, to name a few) and opens new accounts. This individual is also responsible for enhancing members’ financial well-being by determining needs, providing financial education and cross selling members/potential members on CEFCU products and services. Additional responsibilities include, but are not limited to: • Maintain organization viability through goal attainment set forth in member center and corporate balanced scorecards. • Promote a needs-based sales and service culture by living CEFCU's mission, vision, and values, and supporting member center and corporate balanced scorecards initiatives. • Supports other Member Centers in the region as needed for the purposes of cross training and to cover staffing shortages to meet business demands and maintain appropriate service levels. This is a full-time position (minimum 37.5 hours for the week); availability to work on Saturdays is required. The hourly rate of pay for new hires is $23.18/hour.

Requirements

High school diploma or equivalent is required.
Must be eligible to register with the Nationwide Mortgage Licensing System and Registration (NMLS) to comply with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act).
One year of previous customer service experience with cash handling.
Must be sales/solutions/service oriented and work well in a production/goal attainment environment
High school diploma or equivalent is required.
Must register with the Nationwide Mortgage Licensing System and Registration (NMLS) to comply with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act).
One year of previous customer service experience with cash handling.
Bilingual skills in Spanish are required for some positions.
Must be sales/solutions/service oriented and work well in a production/goal attainment environment

Nice To Haves

One year of customer service experience, including cash handling, preferably with a financial institution.
One year of customer service experience, including cash handling, preferably with a financial institution.

Responsibilities

processing a wide variety of financial transactions (deposits, withdrawals, loan payments, to name a few)
opening new accounts
enhancing members’ financial well-being by determining needs
providing financial education
cross selling members/potential members on CEFCU products and services
Maintain organization viability through goal attainment set forth in member center and corporate balanced scorecards.
Promote a needs-based sales and service culture by living CEFCU's mission, vision, and values, and supporting member center and corporate balanced scorecards initiatives.
Supports other Member Centers in the region as needed for the purposes of cross training and to cover staffing shortages to meet business demands and maintain appropriate service levels.

Benefits

Financial Merit-based raises
Health and Welfare Generous paid time off (Holiday, Personal or Sick Time, Vacation)
Comprehensive Medical, Dental, and Vision coverage (PPO, HDHP, California - Kaiser Permanente HMO)
Flexible Spending Plan (Medical Reimbursement Account and Dependent Care Reimbursement Account)
Health Savings Account
Voluntary Benefits (Accident Plan, Critical Illness Plan, Hospital Indemnity Plan)
Life Insurance
Accidental Death & Dismemberment Insurance
Disability Benefits
Defined Benefit Plan – Pension
Defined Contribution Plan – 401K
Additional Benefits
Employee Assistance Program
California Commuter Benefit Program
Tuition reimbursement
Career growth through internal job postings
Management Development Program: formal mentoring and training
Opportunities to help improve and build the CEFCU of tomorrow through process teams
Opportunities to personally contribute to corporate financial literacy and community initiatives
Casual days to support local charities
Employee discounts on entertainment, cell phone plans, theme park tickets, and more
On-site fitness center, fitness classes, and wellness program