Bilingual Member Services Associate (English/Spanish)

Self-Help Federal Credit Union; San Jose (CA); On-site; USD 36,000 - 39,000; Full time

Job summary

Self Help Federal Credit Union is seeking a on-site Member Service Representative in San Jose, CA to deliver outstanding service and manage member accounts. This role emphasizes cash handling, deposits, and transfers with bilingual English/Spanish communication essential for daily interactions.

The position requires a high school diploma and at least one year in a financial or customer service setting, with dual-control cash handling protocols and teamwork being key attributes.

Qualifications

• Identify and assess member needs and provide excellent service.
• Cash handling and drawer balancing as part of dual-control procedures.
• Bilingual in English/Spanish required for the role.

Responsibilities

• Initiate and lead conversations to identify and assess member needs.
• Maintain and enhance member account relationships by providing excellent member service.
• Process share deposits, loan payments, manual payrolls, and account transfers.
• Maintain drawer cash levels within prescribed amounts and post ATM/night deposits as part of dual-control.

Skills

Customer service

Cash handling

Bilingual English/Spanish

Education

High School diploma or equivalent

Job description

Self Help Federal Credit Union is seeking a on-site Member Service Representative in San Jose, CA to deliver outstanding service and manage member accounts. This role emphasizes cash handling, deposits, and transfers with bilingual English/Spanish communication essential for daily interactions.

The position requires a high school diploma and at least one year in a financial or customer service setting, with dual-control cash handling protocols and teamwork being key attributes.