Member-Focused Financial Services Advisor

1st United Credit Union; San Leandro (CA); On-site; USD 43,000 - 67,000; Full time

Job summary

1st United Credit Union in San Leandro is seeking a Full Time Financial Services Representative to advise members, open memberships, and present loan products. You will handle transactions, assist with online banking, and support branch operations with accuracy and friendly member service.

Requires at least one year of customer service experience and a high school diploma or equivalent. Weekend availability is required; MS Office skills are a plus. Hourly wage: $20.75–$32.00.

Qualifications

• Requires at least one year of customer service experience.
• High school diploma or equivalent required.
• Basic knowledge of MS Office Suite.

Responsibilities

• Consult with members to identify needs and recommend products and services.
• Open new memberships and introduce loan products.
• Handle advanced transactions and assist with online/mobile banking.
• Support branch opening/closing procedures and cash handling.

Skills

Customer service

Communication

Attention to detail

Organizational skills

Problem solving

MS Office

Education

High School diploma or equivalent

Tools

MS Office Suite

Job description

1st United Credit Union in San Leandro is seeking a Full Time Financial Services Representative to advise members, open memberships, and present loan products. You will handle transactions, assist with online banking, and support branch operations with accuracy and friendly member service.

Requires at least one year of customer service experience and a high school diploma or equivalent. Weekend availability is required; MS Office skills are a plus. Hourly wage: $20.75–$32.00.