Member Banking & Service Specialist

Everwise Credit Union; Rochester (CA); On-site; USD 26,000 - 32,000; Full time

Job summary

Everwise Credit Union is seeking a member service-driven professional in California to deliver high-quality financial services and promote wallet share. You will handle cash, open accounts, and support the MCC while maintaining confidentiality and delivering a positive member experience.

The role emphasizes needs-based selling, strong communication, and problem-solving in a fast-paced environment with opportunities for growth within the credit union.

Qualifications

• High School Diploma, GED or equivalent certification.
• Six months of retail sales and/or cash handling experience preferred.

Responsibilities

• Provides high quality service on a wide variety of general financial services.
• Performs cash handling, financial transactions, account maintenance, and opens new accounts.
• Promotes and sells credit union products and services to members.
• Maintains confidentiality of member information and supports call center activities.

Skills

Customer service

Communication skills

Problem solving

Cash handling

Needs-based selling

Team player

Computer literacy

Education

High School Diploma / GED

Job description

Everwise Credit Union is seeking a member service-driven professional in California to deliver high-quality financial services and promote wallet share. You will handle cash, open accounts, and support the MCC while maintaining confidentiality and delivering a positive member experience.

The role emphasizes needs-based selling, strong communication, and problem-solving in a fast-paced environment with opportunities for growth within the credit union.