Branch Member Service Specialist

4 days ago

Pleasanton, CA, United States OE Federal Credit Union Full time
Overview

Join the Best "UNION" Credit Union Around

In 1964, OE Federal Credit Union opened its doors to serve union members with a simple goal of providing a better alternative to banks. A credit union is more than a financial institution. We are a community, a family. Our teams are our greatest asset, we are energetic, dynamic, and passionate about assisting our members with financial wellness. Built on a foundation of union pride, OE Federal is a 1.5 billion company and the country's largest labor-based credit union serving more than 115,000 members nationwide

Our People Make the Difference Are you looking to take on a dynamic and challenging role? OE Federal is seeking to hire a Branch Member Service Specialist.

Your Purpose

You will be responsible for developing, expanding and maintaining the credit union's relationship with members by gaining an understanding of their financial needs, cross-selling products and services that address those needs and providing a high-quality service experience; while providing additional support to department staff with more complicated member requests.

What You'll Do

To succeed in this position, you must be able to satisfactorily perform common, uncommon and complex occurrences of each of the following under general supervision from your manager:
  • Actively engage members and establish a high-quality service environment by having a courteous and helpful attitude.
  • Educate and cross-sell members on the credit union's product and service offerings that can help them meet and exceed their financial needs.
  • Promptly process member transaction requests on all applicable credit union products and services.
  • Administer branch-level cash management procedures.
  • Travel, as needed, to other branch offices to provide coverage for co-worker absences.
  • Open and close the branch office during branch management absences.
  • Collaborate seamlessly with colleagues across departments and branches to deliver optimal and efficient service to our members. Uphold a standard of professionalism actively fostering positive relationships internally and externally.
  • Develop and maintain a comprehensive understanding of the credit union's products and services, ensuring compliance with applicable Federal and State laws, Credit Union banking regulations, and OE Federal Credit Union's policies and procedures and current promotions.
  • Perform other related duties as assigned.
Ideal Candidate Will Possess
  • High School Diploma/ GED required and minimum 2 years of work experience in a similar role required.
  • Excellent interpersonal, verbal and written communication skills required.
  • Proficiency with Microsoft Office products, proficiency in Microsoft Excel is a plus
  • Bilingual in English and Spanish preferred.
Salary Range: $24.27 - 33.23

OE Federal Credit Union offers competitive compensation. The offered salary considers experience, education, training, internal peer equity, job location and other business considerations when extending an offer. The salary outlined is based on working in Pleasanton, California. The salary range will adjust to the applicant's work location. In addition to competitive salaries:

We offer superior benefits
  • Medical, dental and vision benefits that cover the employee, spouse and dependents
  • Retiree medical benefits
  • A defined benefit Pension Plan with 100% employer contributions of $3.50/hour
  • $10,000 Life Insurance
  • $5,000 Accidental Death and Dismemberment
  • 11 ½ Paid Holidays per year
  • 17 days of Paid Time Off (PTO) to start
  • Annual Performance Bonus Program - Up to 5% of employee's annual base paid on December 15th of each year
  • A 401(k) plan
  • OE Federal Membership for you and your family
  • Employee loan discounts
  • Casual dress code


Find your team, find your fit

If you think this job is the right fit for you, fill out our on-line application. Our application is pretty simple - you upload your resume and answer a few job-related questions. When you have completed the application, your information will be sent to our recruiting team.

OE Federal Credit Union partners with TQC to support our recruiting and hiring needs. TQC is a talent and acquisition firm acting as an extension of our HR team. When applying for a role with OE Federal, you may be contacted by TQC.

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