Member Services Specialist: Banking & Community Help

Yolo Federal Credit Union; West Sacramento (CA); On-site; USD 25,000 - 28,000; Full time

Job summary

Yolo Federal Credit Union is seeking a Member Service Representative for our West Sacramento Branch. The role focuses on delivering top-notch member service, handling teller duties, and promoting financial products to support the community.

The position requires a high school diploma or GED and at least one year of customer service experience, preferably in a credit union or financial setting. Regular attendance and a team-oriented mindset are essential.

Qualifications

• High school diploma or general education degree (GED) required along with a minimum of one year experience in a customer service related role.
• Prior working experience with a credit union or financial institution preferred.

Responsibilities

• Provide high quality member service by conducting teller transactions in an efficient and accurate manner.
• Acquire knowledge of products and services to aid members' financial success.
• Welcome walk-in members with a professional and courteous greeting.
• Receive and pay out currency, balance records, and participate in cross-sell opportunities.
• Balance currency, coin, and checks in cash drawer and adhere to cash balancing standards.
• Perform routine clerical tasks related to the teller function.
• Operate and maintain equipment such as coin sorter and ATM.
• Assist members with safe deposit boxes and ensure agreements are complete.
• Accept orders for checks, ATM/Debit cards, and electronic wires with complete forms.
• Conduct needs-based interviews to cross-sell appropriate products.

Skills

Customer service

Cash handling

Sales cross-sell

Teamwork

Communication

Education

High school diploma or GED

Job description

Yolo Federal Credit Union is seeking a Member Service Representative for our West Sacramento Branch. The role focuses on delivering top-notch member service, handling teller duties, and promoting financial products to support the community.

The position requires a high school diploma or GED and at least one year of customer service experience, preferably in a credit union or financial setting. Regular attendance and a team-oriented mindset are essential.