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Member Service Representative

3 months ago

Walnut Creek, United States Kaiperm Credit Union Full time

Are you enthusiastic, positive, and someone who just loves to help people? Wondering what a Member Service Representative does? We’re glad you asked The Member Services Representative simultaneously works on their professional goals while helping Kaiperm members achieve their financial goals Our MSRs provide excellent member service and develop the relationship value of the Kaiperm productions and services.

Why Kaiperm?

NOT FOR PROFIT - BUILT TO SERVE

We are a not-for-profit financial institution based in Walnut Creek, California exclusively serving the employees of Kaiser Permanente and their family members, as well as Kaiser retirees and volunteers in California and Hawaii. When it comes to serving members of the Kaiser family, we stand by our founding principle - people helping people. And as we continue to help more and more members of the Kaiser family with our unique financial services, we grow along with you.

OUR MISSION

Dedicated to delivering trusted, convenient, comprehensive and lifelong financial relationships. We are exclusively for employees, doctors and their family members of The Kaiser Permanente Family.

OUR VISION

Helping members of the KP families thrive financially for life.

Essential Functions and Responsibilities:
Daily Focus: Member Experience, Products and Services
- Actively recognize member needs and make referrals that may be of benefit to them
- Give your best every day to provide top-notch service

Dependability and Professionality
- Have the desire to learn new things and be an ambassador for CU products and services
- Consistently utilizes professional and friendly communication to members and staff while remaining focused and calm under pressure.
- Must be dependable in attendance and punctuality
- Follow procedures and compliance regulations
- Proficiency in computer navigation including Microsoft Office
- Effective communication skills, verbally and written

Qualifications:
**Education**:

- Successful completion of High School curriculum or GED. Some college preferred, not required.
- One to two-year minimum banking and cash handling experience preferred

**Experience**:

- One year customer service experience in a contact center environment and/or 2+ years financial services experience. Member relationship building experience preferred, not required.

Physical Requirements:

- Prolonged sitting throughout the workday with occasional movements throughout the day to interact with staff, accomplish tasks, etc.
- Corrected vision & hearing within the normal range
- May require lifting up to 15 pounds
- Must possess sufficient manual dexterity to skillfully operate standard office equipment

Company Benefits You Can Enjoy:

- Fully paid health insurance premiums for employees
- Quality medical, dental and vision care coverage
- 401(k) retirement plan with up 5% of salary matching employer contributions
- Incentives/bonus
- Generous paid time off, paid holidays
- Rate discounts consumer loans

Kaiperm is an Equal Opportunity Employer Committed to Inclusion and Diversity.

Pay: $18.00 - $22.00 per hour

Expected hours: 40 per week

**Benefits**:

- 401(k)
- 401(k) 5% Match
- Dental insurance
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Tuition reimbursement
- Vision insurance

Experience level:

- 1 year
- 2 years

Schedule:

- 8 hour shift
- Monday to Friday

**Education**:

- High school or equivalent (required)

**Experience**:

- Banking: 1 year (required)
- Customer service: 1 year (required)

Work Location: In person