Customer Service Representative I

5 days ago


Gilroy, California, United States CEFCU Full time
Job Summary

CEFCU is seeking a highly skilled and customer-focused Member Service Representative I to join our team. As a key member of our member service team, you will be responsible for providing exceptional service to our members, processing financial transactions, and promoting CEFCU's products and services.

Key Responsibilities
  • Member Service: Provide professional, knowledgeable, and caring service to members, responding to their inquiries and resolving issues in a timely and efficient manner.
  • Financial Transactions: Process a wide variety of financial transactions, including deposits, withdrawals, loan payments, and account openings.
  • Financial Education: Enhance members' financial well-being by determining their needs and providing financial education and guidance.
  • Cross-Selling: Promote CEFCU's products and services to members and potential members, identifying opportunities to increase sales and revenue.
  • Team Collaboration: Work collaboratively with other member service representatives and support staff to achieve team goals and objectives.
Requirements
  • Education: High school diploma or equivalent required.
  • Experience: One year of previous customer service experience with cash handling required.
  • Skills: Bilingual skills in Spanish required for some positions. Must be sales/solutions/service oriented and work well in a production/goal attainment environment.
Preferred Qualifications
  • Experience: One year of customer service experience, including cash handling, preferably with a financial institution.
Equal Opportunity Employer

CEFCU is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to providing a work environment that is free from discrimination and harassment.



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