Member Services Representative I

4 weeks ago

San Jose, California, United States Meriwest Credit Union Full time
Job Summary

The Member Services Representative I provides personalized service to members in order to attract, enhance and retain member relationships. These relationships are enhanced through the cross-selling of credit union products and services to meet all the members' financial needs. The Member Services Representative is expected to know the detailed features and benefits of all credit union products and services available and present them in a professional manner.

Key Responsibilities
  • Receive and process banking financial transactions, including deposits, withdrawals and loan payments, as well as processing cashier's checks to credit union members.
  • Analyze member's banking financial needs and effectively cross-sell credit union products and services through referrals to Financial Service Representatives.
  • Ensure accuracy in all banking transactions and follow all established cash-handling procedures and balancing requirements.
  • Effective communication with the branches they are covering and supporting.
  • Receives loan payments and savings deposits from customer, addresses inquiries on accounts, records amounts and dates of payments and other significant information, checks customer calculations and validates checks and/or counts cash payment.
  • Assist other departments and branches with transactions as needed, provide support for the department and branch managers in fulfilling customer requests and merchant verifications.
  • Create and maintain a clean, neat, pleasant work environment by maintaining a professional look (i.e. dress, posture, attitude, etc.), positive outlook and behavior toward customers and co-workers.

Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Requirements
  • High School degree or equivalent required.
  • Cash handling and customer service experience is strongly preferred.
  • Courtesy and tact are essential elements of the job. Work involves personal contact with customers and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring. Communications require shorter and not in-depth discussions most of the time.
  • Must be PC literate; experience with banking software a plus.
  • Verifiable job history showing stability, consistency, dependability and accountability.
  • Must be available to work Saturdays.

  • Customer Service Representative I

    3 weeks ago

    San Jose, California, United States Santa Clara County Health Plan Full time

    Job SummaryThe Santa Clara County Health Plan is seeking a highly skilled and dedicated Customer Service Representative I to join our team. As a key member of our Customer Service Department, you will be responsible for providing exceptional service to our members and providers, ensuring that their needs are met in a timely and professional manner.Key...

  • Customer Service Representative I

    4 weeks ago

    San Jose, California, United States Santa Clara County Health Plan Full time

    Job SummaryWe are seeking a highly skilled Customer Service Representative to join our team at Santa Clara County Health Plan. As a Customer Service Representative, you will be the primary point of contact for SCFHP members and providers, providing exceptional service and support to ensure a positive experience.Key ResponsibilitiesAnswer inbound calls and...

  • Customer Service Representative I

    4 weeks ago

    San Pablo, California, United States Republic Services, Inc. Full time

    At Republic Services, Inc., we are seeking a skilled Customer Service Representative I to join our team. In this role, you will work under the direct supervision of the Customer Service Supervisor to deliver exceptional service to our customers. Key responsibilities include:Key Responsibilities:Providing quality service to customers through phone, email, and...

  • Senior Member Service Representative

    3 weeks ago

    San Jose, California, United States Patelco Credit Union Full time

    About Patelco Credit UnionPatelco Credit Union is a not-for-profit financial institution dedicated to building financial health and wellbeing for our members. With a rich history dating back to 1936, we have grown from humble beginnings to become one of the largest credit unions in California, with a strong presence in Northern California.We are committed to...

  • Office Service Representative I

    4 weeks ago

    San Diego, California, United States Canon Business Process Services Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Office Service Representative I to join our team at Canon Business Process Services. In this role, you will be responsible for handling all mail, packages, and interoffice correspondence, as well as providing exceptional customer service to our clients.Key ResponsibilitiesReceive, sort, and...

  • Office Service Representative I

    3 weeks ago

    San Francisco, California, United States Canon Business Process Services Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Office Service Representative I to join our team. In this role, you will be responsible for managing all mail, packages, and interoffice correspondence handling and dispatching for all classes of mail/packages.Key ResponsibilitiesCustomer Service: Provide exceptional customer service by...

  • Health Services Specialist I

    3 weeks ago

    San Jose, California, United States Planned Parenthood Mar Monte Full time

    Job SummaryPlanned Parenthood Mar Monte is seeking a skilled Health Services Specialist I to join our team. As a Float Health Center Representative, you will provide direct service in various health center areas, including sexual and reproductive health, abortion, prenatal, and family medicine. Your primary responsibility will be to provide patients with...

  • Customer Service Representative I

    4 weeks ago

    San Diego, California, United States Revvity Full time

    Job Title: Customer Service Representative I - Order AdministrationRevvity is seeking a highly motivated and detail-oriented Customer Service Representative I - Order Administration to join our team. As a key member of our Customer Care team, you will be responsible for ensuring timely and accurate data entry and input of customer orders into our Enterprise...

  • Customer Service Representative

    4 weeks ago

    San Jose, California, United States Domino's Franchise Full time

    Customer Service RepresentativeAt Domino's Franchise, we're looking for a skilled Customer Service Representative to join our team. As a key member of our team, you will be responsible for providing exceptional customer service skills, working well under pressure, and maintaining a sense of urgency to deliver high-quality results in a fast-paced...

  • Customer Service Representative

    3 weeks ago

    San Jose, California, United States Domino's Pizza LLC Full time

    Job Title: Customer Service RepresentativeAbout the Role:We are seeking a highly skilled Customer Service Representative to join our team at Domino's Pizza LLC. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our customers, ensuring that their needs are met and exceeded.Key...

  • Customer Service Representative

    4 weeks ago

    San Jose, California, United States Taymax Group Full time

    Customer Service RepresentativeWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. In this role, you will be responsible for providing exceptional customer service to our members, prospective members, and guests.Key Responsibilities:Provide a positive member experience by greeting members,...

  • Customer Service Representative

    4 weeks ago

    San Jose, California, United States Domino's Franchise Full time

    Customer Service RepresentativeDomino's Franchise is seeking a highly skilled Customer Service Representative to join our team in San Jose, CA. As a key member of our team, you will be responsible for providing exceptional customer service to our valued customers.Key Responsibilities:Provide excellent customer service to ensure customer satisfaction and...

  • Customer Service Representative

    3 weeks ago

    San Jose, California, United States Taymax Group Full time

    We are seeking a highly skilled Customer Service Representative to provide exceptional service to our members, prospective members, and guests. This role will be responsible for creating a positive member experience by providing a superior level of customer service.Key Responsibilities:Greet members, prospective members, and guests in a friendly and...

  • Customer Service Representative

    3 weeks ago

    San Jose, California, United States Enterprise Mobility Inc Full time

    Customer Service RepresentativeAt Enterprise Mobility Inc, we are seeking a skilled Customer Service Representative to join our team. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, ensuring their rental experience is seamless and enjoyable.Key Responsibilities:Provide professional and...

  • Customer Service Representative

    4 weeks ago

    San Jose, California, United States Allstate Insurance Agency - Eumarkjah Sanford Full time

    Job Title: Customer Service RepresentativeWe are seeking a highly skilled Customer Service Representative to join our team at Allstate Insurance Agency - Eumarkjah Sanford. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.Responsibilities:Handle inbound and outbound customer calls in a...

  • Client Service Representative

    4 weeks ago

    San Juan Capistrano, California, United States Quest Diagnostics Incorporated Full time

    Job SummaryWe are seeking a highly skilled Client Service Representative - Tech I to join our team at Quest Diagnostics Incorporated. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients, resolving issues, and ensuring customer satisfaction.Key ResponsibilitiesRespond to customer inquiries and...

  • Food Service Team Member

    3 weeks ago

    San Francisco, California, United States Buffalo Wild Wings Full time

    Buffalo Wild Wings - Restaurant Associate / Team MemberAs a Customer Service Representative at Buffalo Wild Wings, you will:Manage takeout orders and assist guests with their payments.Provide exceptional customer service and create a welcoming atmosphere for guests.Show passion and commitment in a fast-paced environment.Hiring Immediately

  • Health Services Specialist I

    3 weeks ago

    San Jose, California, United States Planned Parenthood Mar Monte Full time

    Job Summary:Planned Parenthood Mar Monte is seeking a motivated and detail-oriented Float Health Services Specialist I to join our team. As a key member of our healthcare team, you will provide direct service in all health center specific areas, including sexual and reproductive health, abortion, prenatal, family medicine, and...

  • Customer Service Representative

    3 weeks ago

    San Jose, California, United States Local Firm Hiring Now Full time

    Customer Service Representative OpportunityWe are seeking a reliable and outgoing customer service representative to join our team at Local Firm Hiring Now. The ideal candidate will have excellent communication skills and be able to provide top-notch customer service.Key Responsibilities:Respond to customer inquiries in a timely and professional...

  • Customer Service Representative

    4 weeks ago

    San Jose, California, United States Allstate Insurance Agency - Eumarkjah Sanford Full time

    Job Title: Customer Service RepresentativeWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Allstate Insurance Agency - Eumarkjah Sanford. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.Responsibilities:Handle inbound and...