Branch Member Service Representative – Banking & Sales

North Island Credit Union; San Diego (CA); On-site; USD 29,000 - 36,000; Full time

Job summary

California Credit Union is hiring a Member Service Representative at the Scripps Poway Branch in San Diego, CA. This full-time clerical position focuses on delivering exceptional member service and handling a range of financial transactions, including deposits and withdrawals, with opportunities for cross-selling products.

Applicants should have a high school diploma or GED and at least one year in customer service, sales, or cash handling.

Qualifications

• A background in sales and new accounts is highly desirable
• Ability to work in a fast-paced environment
• High degree of accuracy
• Effective problem solving and communication skills
• Ability to work well in a team oriented environment

Responsibilities

• Provides timely and courteous service to all branch members, and assists them with financial transactions such as deposits, withdrawals, transfers, sale or processing of negotiable instruments, etc.
• Processes branch member transactions efficiently, accurately, and in a timely manner including servicing accounts, closing accounts, or completing related documentation.
• Performs various file maintenance including processing requests for a change of address, check orders, and ordering ATM cards, etc.
• Supports the achievement of unit sales goals by identifying opportunities for the cross-selling of Credit Union products and services, and referring members to the appropriate business partners.
• Maintains cash drawer in accordance with assigned cash limits and policy and procedures, balances own daily work and may assist with the daily branch balancing procedures. Accurately completes all related documents.
• Has thorough knowledge of all Credit Union products and services, including but not limited to, deposit and loan products, digital and self-service opportunities, and other services offered to our members.

Skills

Customer service

Cash handling

Education

High school diploma or GED

Job description

California Credit Union is hiring a Member Service Representative at the Scripps Poway Branch in San Diego, CA. This full-time clerical position focuses on delivering exceptional member service and handling a range of financial transactions, including deposits and withdrawals, with opportunities for cross-selling products.

Applicants should have a high school diploma or GED and at least one year in customer service, sales, or cash handling.