Customer Service Associate I

2 weeks ago


Gilroy, California, United States CEFCU Full time

Join Our Team as a Customer Service Associate I

Are you eager to utilize your skills and make a positive impact on others' financial journeys?

At CEFCU, our member service team plays a vital role in the success of our credit union. We are seeking individuals who are friendly, articulate, and enthusiastic to enhance our already exceptional team.

Key Responsibilities:

  • Process a diverse range of financial transactions, including deposits, withdrawals, and loan payments.
  • Open new accounts and assist members in understanding their financial needs.
  • Provide financial education and promote CEFCU products and services to members and potential members.

Additional Duties:

  • Achieve organizational goals as outlined in member center and corporate balanced scorecards.
  • Foster a culture of needs-based sales and service by embodying CEFCU's mission, vision, and values.
  • Assist other Member Centers in the region as needed to ensure adequate staffing and service levels.

Compensation:
Minimum - $22.61
Midpoint - $26.57
Maximum - $30.53

This is a full-time role requiring a minimum of 37.5 hours per week, with availability to work on Saturdays.

Required Qualifications:

  • High school diploma or equivalent.
  • Eligibility to register with the Nationwide Mortgage Licensing System and Registration (NMLS) in compliance with the SAFE Act.
  • One year of customer service experience, including cash handling.
  • Bilingual proficiency in Spanish is required for certain positions.
  • Sales, solutions, and service-oriented mindset, with the ability to thrive in a goal-driven environment.

Preferred Qualifications:

  • One year of customer service experience, particularly in a financial institution.

CEFCU is committed to providing equal opportunity to all individuals, regardless of race, color, religion, political affiliation, gender identity, marital status, sexual orientation, age, national origin, veteran status, disability, or any other protected status. This commitment extends to all aspects of employment, including recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.



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