Member Service Rep 2: Elevate Banking & Member Experience

1st Nor Cal Credit Union; Martinez (CA); On-site; USD 30,000 - 36,000; Full time

Job summary

1st Nor Cal Credit Union in Martinez, CA seeks a Member Service Representative 2 to deliver high‑quality member service, process transactions, and advise on accounts including regular shares, checking, and IRAs. You will cross-sell services, handle cash, and ensure compliance with banking regulations while supporting members in a courteous, professional manner.

The role requires 1–2 years of banking experience, cash handling proficiency, and the ability to multi‑task in a fast‑paced environment.

Qualifications

• 1–2 years banking or credit union experience preferred.
• Ability to follow instructions and deliver accurate service.
• Proficient in cash handling and basic IRA transactions.
• Experience completing currency transaction reports as required.
• Strong interpersonal and communication skills for members.
• Ability to work independently and in a team, multi-task, and stay detail oriented.

Responsibilities

• Represent the credit union courteously and professionally while processing transactions promptly.
• Assist members with saving, checking, IRA accounts and cross-sell products.
• Maintain cash draw control and balance transactions daily.
• Ensure compliance with applicable banking laws and regulations.
• Open and maintain accounts, issue cards, and help with PINs.
• Educate members on accounts and services such as certificates and EFT.

Skills

Banking experience

Cash handling

IRA transactions

Currency transaction reports

Interpersonal skills

Oral and written communication

Teamwork

Attention to detail

Tools

Online banking terminal

Job description

1st Nor Cal Credit Union in Martinez, CA seeks a Member Service Representative 2 to deliver high‑quality member service, process transactions, and advise on accounts including regular shares, checking, and IRAs. You will cross-sell services, handle cash, and ensure compliance with banking regulations while supporting members in a courteous, professional manner.

The role requires 1–2 years of banking experience, cash handling proficiency, and the ability to multi‑task in a fast‑paced environment.