CA-Member Service Representative I Support

CEFCU Financial Services, Inc.; San Jose (CA); On-site; USD 33,000 - 38,000; Full time

Benefits offered by this job

Financial merit-based raises

Health and Welfare

Paid time off (Holiday, Personal or S/

Medical, Dental, Vision coverage (PPO,

Job summary

CEFCU Financial Services, Inc. is hiring for member service roles in California. You will handle a range of financial transactions, open new accounts, and cross-sell CEFCU products while supporting CA Member Centers during staffing gaps.

The team values personable, articulate, and positive individuals who can deliver outstanding member experiences. Roles emphasize sales, solutions, and service in a production environment, with a strong focus on helping members achieve financial well-being and

Qualifications

• High school diploma or equivalent required.
• At least 1 year of customer service experience with cash handling.
• Bilingual Spanish required for some positions.
• Must be sales/solutions/service oriented and work in a production/goal attainment environment.

Responsibilities

• Process a wide variety of financial transactions within established authority.
• Open new accounts and cross-sell CEFCU products and services.
• Provide staffing support to CA Member Centers during vacations, illness, or turnover.
• Deliver friendly, knowledgeable service to enhance members' financial wellbeing.
• Support regional centers to meet business demands and maintain service levels.

Skills

Customer service

Cash handling

Bilingual Spanish

Sales oriented

Goal oriented environment

Education

High school diploma or equivalent

Job description

CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team! Provides staffing support to CA Member Centers due to vacation, illness, leaves and staff turnover. Within established authority level, processes a wide variety of financial transactions and opens new accounts. Enhances members’ financial well being by determining needs, providing financial education and cross selling members/potential members on CEFCU products and services. Maintains organization viability through goal attainment set forth in member center and corporate balanced scorecards. Exceeds member expectations. Supports other Member Centers in the region as needed for the purposes of cross training and to cover staffing shortages to meet business demands and maintain appropriate service levels. Provides the highest quality member experience, for both internal and external members.

Required

• High school diploma or equivalent is required.
• One year of previous customer service experience with cash handling.
• Bilingual skills in Spanish are required for some positions.
• Must be sales/solutions/service oriented and work well in a production/goal attainment environment.

Preferred

• One year of customer service experience, including cash handling, preferably with a financial institution.

Summary Pay Range

The anticipated starting pay range for this position is $23.76 - $27.92. This position also includes an hourly shift premium of $0.60. Compensation offered may vary based on skills and experience. Please note that salary is only one component of total compensation at CEFCU.

Benefits

• Financial Merit-based raises
• Health and Welfare
• Generous paid time off (Holiday, Personal or Sick Time, Vacation)
• Comprehensive Medical, Dental, and Vision coverage (PPO, HDHP, California - Kaiser Permanente HMO)
• Flexible Spending Plan (Medical Reimbursement Account and Dependent Care Reimbursement Account)
• Health Savings Account
• Voluntary Benefits (Accident Plan, Critical Illness Plan, Hospital Indemnity Plan, Identity Theft & Fraud Protection Plan, Legal Plan)
• Life Insurance
• Accidental Death & Dismemberment Insurance
• Disability Benefits
• Defined Benefit Plan – Pension
• Defined Contribution Plan – 401K
• Additional Benefits
• Employee Assistance Program
• California Commuter Benefit Program
• Tuition reimbursement
• Career growth through internal job postings
• Management Development Program: formal mentoring and training
• Opportunities to help improve and build the CEFCU of tomorrow through process teams
• Opportunities to personally contribute to corporate financial literacy and community initiatives
• Casual days to support local charities
• Employee discounts on entertainment, cell phone plans, theme park tickets, and more
• On-site fitness center, fitness classes, and wellness program

It is CEFCU’s policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex/gender (including gender expression/identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law. This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.

Put the "U" in CEFCU We're better, together. Helping people is more than a nice idea - it's the reason CEFCU is in business, and why it's a great place to work too. Are you ready to play your part?