Member Experience Specialist - Trusted Cash & Service Pro

Valley First a division of Tru Cooperative Bank; Modesto (CA); On-site; USD 60,174,000 - 74,501,000; Full time

Job summary

Billion-dollar credit union in Modesto, CA is seeking a Member Experience Specialist to handle member transactions, cross-sell products, and provide excellent service. The role involves cash handling, deposits, loans, and maintaining accuracy in daily cash operations.

Ideal candidates have 1+ years of customer service experience, strong communication skills, and a commitment to member satisfaction. Full-time schedule with branch hours and compliance with credit union policies.

Qualifications

• 1+ years of customer service and cash handling experience required.
• Professional, dependable and flexible behavior.
• Excellent communication and interpersonal skills.
• Knowledge of credit union products and services preferred.

Responsibilities

• Perform member transactions with accuracy (cash, checks, money orders).
• Identify cross-sell opportunities and use cross-sell software.
• Balance cash drawer daily and report any outages.
• Assist branches and departments with member requests and verifications.
• Maintain knowledge of Credit Union policies and regulations.

Skills

Customer service

Cash handling

Communication

Interpersonal skills

Problem solving

Education

High school diploma

Tools

Account Cross Sell

Job description

Billion-dollar credit union in Modesto, CA is seeking a Member Experience Specialist to handle member transactions, cross-sell products, and provide excellent service. The role involves cash handling, deposits, loans, and maintaining accuracy in daily cash operations.

Ideal candidates have 1+ years of customer service experience, strong communication skills, and a commitment to member satisfaction. Full-time schedule with branch hours and compliance with credit union policies.