Bilingual Member Services Pro | Universal Teller & Loans

PremierOne Credit Union; San Jose (CA); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Medical, Dental, Vision, Life, and LTD

401(k) including employer match

Discounts on financial products and

Paid birthday, vacation, sick

Company-wide Incentive Plan

Job summary

PremierOne Credit Union in San Jose, CA is seeking a bilingual English/Spanish Full-time Member Services Officer/Universal Teller to serve members, open new accounts, advise on digital services, and support lending needs.

You will build relationships in the Gilroy community, process transactions, assist with deposits, loans, and troubleshooting, and participate in outreach and cross-sales to grow member relationships.

Qualifications

• Three to five years of Financial Services experience or equivalent.
• Bilingual English/Spanish
• Excellent communication and people skills.

Responsibilities

• Receive transactions, deposits, withdrawals, and payments; assist with opening/closing accounts and complex requests.
• Advise on digital services and troubleshoot issues; explain products and services.
• Assist with lending needs through questions, interviews, and document prep for loans.
• Maintain accuracy in cash-handling, ATM operations, and vault balancing.
• Acquire new business through outbound calls or on-site visits and events.
• Conduct community outreach and build strong local relationships.

Skills

Bilingual English/Spanish

Customer service

Communication skills

Education

High school diploma or GED

Job description

PremierOne Credit Union in San Jose, CA is seeking a bilingual English/Spanish Full-time Member Services Officer/Universal Teller to serve members, open new accounts, advise on digital services, and support lending needs.

You will build relationships in the Gilroy community, process transactions, assist with deposits, loans, and troubleshooting, and participate in outreach and cross-sales to grow member relationships.