Floater Member Services Rep – On-Site, Cross-Sell & Growth

Meriwest Credit Union; San Jose (CA); On-site; USD 31,000 - 39,000; Full time

Benefits offered by this job

Medical/Dental/Vision

Pension Plan/401K

Bonus and incentive potential

Generous PTO/Holiday program

Career growth support

Job summary

Meriwest Credit Union is seeking a Member Services Representative I (Floater) to provide coverage across Financial Centers in the San Jose area. The role emphasizes cash handling, cross-selling, and excellent member service with a flexible floater schedule based on branch needs.

You will process transactions, assist with referrals, and maintain high standards of accuracy and security in all duties. The position is on-site with a strong emphasis on in-person service.

Qualifications

• High School or Equivalent, required.
• Cash handling and customer service experience, strongly preferred.
• Prior Credit Union or Banking Experience, strongly preferred.
• Excellent communication skills to present to members and promote products and services.
• NMLS SAFE ACT compliant; must obtain and maintain NMLS number.
• PC literate; experience with banking software a strong plus.
• Must be able to work Saturdays 8:30am - 1:30pm.

Responsibilities

• Receives and processes banking transactions including deposits, withdrawals, and loan payments.
• Sells cashier’s checks and processes credit card cash advances; verifies currency.
• Cross-sells credit union products and services to members.
• Balances cash drawer and ensures security and accuracy.
• Researches and resolves member inquiries regarding policies and products.
• Provides support for other departments and branches as needed.

Skills

Cash handling

Customer service

Communication skills

Independent worker

NMLS compliance

Banking software

Saturday availability

Education

High School diploma or equivalent

Tools

Banking software

Job description

Meriwest Credit Union is seeking a Member Services Representative I (Floater) to provide coverage across Financial Centers in the San Jose area. The role emphasizes cash handling, cross-selling, and excellent member service with a flexible floater schedule based on branch needs.

You will process transactions, assist with referrals, and maintain high standards of accuracy and security in all duties. The position is on-site with a strong emphasis on in-person service.