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CA-Member Service Representative I Support

2 months ago

San Jose, United States CEFCU Full time

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 CEFCU Member Service Representative 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 Provides staffing support to CA Member Centers due to vacation, illness, leaves, and staff turnover. Within established authority level, processes a wide variety of financial transactions and opens new accounts. Enhances members’ financial well-being by determining needs, providing financial education and cross-selling members/potential members on CEFCU products and services. Maintains organization viability through goal attainment set forth in member center and corporate balanced scorecards. Exceeds member expectations. 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. The hourly rate of pay for new hires is $22.59/hour ($21.99/hour + $.60/hour travel differential). Required Qualifications: High school diploma or equivalent is required. 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. Preferred Qualifications: One year of customer service experience, including cash handling, preferably with a financial institution. It is CEFCU’s policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex/gender (including gender expression/identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law. This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation. Required Qualifications: 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. Preferred Qualifications: One year of customer service experience, including cash handling, preferably with a financial institution. It is CEFCU’s policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex/gender (including gender expression/identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law. This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.

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