Member Services Rep. I/Floater

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

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Member Services Rep. I/Floater

Corporate, San Jose, CA, US

2 days ago Requisition ID: 1949

Member Services Representative I (Floater)

Member Services

Position Summary

The Member Services Representative I/Floater will assist and provide coverage for all of the Meriwest Credit Union Financial Centers as needed. The Floater schedule can vary frequently, and this position requires adaptability based on the needs of the branches. Processes financial transactions efficiently, accurately, and with the highest level of customer service. Incorporates Service Plus into all aspects of member contacts and continually builds relationships with members in order to retain and increase memberships. Further enhances these relationships through the cross-selling of credit union products and services to meet all the members’ financial needs. Meet assigned share, deposit, lending and referral partner targets. Support Credit Union in all Initiatives with a positive attitude and willingness to get the job done.

Essential Duties and Responsibilities

• Receives and processes banking financial transactions, including deposits, withdrawals, and loan payments. Sells Cashier’s checks to credit union members, processes credit card cash advances. Receives currency for coin and verifies amounts.
• Cashes checks according to written procedures. Properly identifies members and cashes checks according to written procedures.
• Analyzes member’s banking financial needs and effectively cross-sells credit union products and services through referrals to Financial Service Representatives and Meriwest partners including Meriwest Wealth Advisors and Mortgage Company.
• Balances cash drawer daily to assure accuracy in transactions and notifies supervisor regarding any outages. Appropriately apply dual custody and security policies to safe guard negotiable items and currency.
• Researches, troubleshoots, and resolves customer and internal inquiries regarding policies, practices, and products.
• Assist other departments and branches with transactions as needed, provide support for the department and branch managers in fulfilling customer requests and merchant verifications.
• Performs miscellaneous duties are required.

Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Please note: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Due to the responsibilities and requirements of this position, remote work (telecommuting), including hybrid schedules, is not supported. This role requires 100 percent on-site presence. Duties, responsibilities and activities may change at any time with or without notice.

Minimum Qualifications

• High School or Equivalent, required.
• Cash handling and customer service experience, strongly preferred.
• Prior Credit Union or Banking Experience, strongly preferred
• Must have excellent communication skills in order to make professional and effective presentations to members. Ability to promote all credit union products and services to members and overcome objections and concerns.
• Ability to work independently, exercise judgment, follow instructions, and maintain a high level of professional conduct.
• Strong customer service focus with previous experience in a service industry.
• NMLS SAFE ACT compliant. This position requires that you obtain, and maintain, a National Mortgage Licensing Systems (NMLS) number as required by the SAFE Act.
• Must be PC literate; experience with banking software a strong plus.
• Must be able to work Saturdays 8:30am - 1:30pm.

Do you want to be valued as an employee?

Employees are Meriwest’s most valuable resource. We are committed to removing barriers to access and enhancing opportunities for all individuals based on merit and potential. We provide competitive wages and a supportive environment that promotes career advancement. Meriwest utilizes a grading system to determine salary ranges for all positions. Each grade is assigned a salary range which consists of a minimum, midpoint, and maximum rate. The Member Services Representative I (Floater) position is a Grade 5.

• Target Range: $22.60 to $28.25*

* The target range for entry in a new position is between the minimum and midpoint of the range, depending on experience and qualifications.

We also offer an excellent, fully comprehensive benefits program, including:

• Medical/Dental/Vision on the first day of employment for full-time employees
• Free Long Term Care Insurance for employees
• Pension Plan/401K
• Bonus and incentive potential
• Generous Paid Time Off (PTO)/Holiday program
• Career growth support and planning programs
• In-house fitness center
• Discounts on new Mortgage after 6 months of employment

Meriwest is an equal opportunity employer that is committed to inclusion and diversity. All qualified applicants will receive consideration for employment. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics.