Member Services Specialist — Hybrid & Growth Focus

Bay Federal Credit Union; Watsonville (CA); On-site; USD 53,583,000 - 72,495,000; Full time

Benefits offered by this job

401(k) Matching

Annual Bonus Eligibility

Health Coverage

Employee Assistance Program

Wellness Program

Hybrid Work Environment

Job summary

Bay Federal Credit Union in Watsonville, CA is seeking a Member Service Representative, South-County Flex to help members process financial transactions, share product information, and cross-sell services.

This role covers Watsonville plus South County branches, with 40 hours weekly and rotating Saturdays. A high school diploma, cash handling experience, and PC skills are required to begin. Training and teamwork are emphasized.

Qualifications

• A high school diploma or equivalent.
• Experience handling cash and providing excellent customer or member service.
• A background in sales or sales training—or a strong willingness to learn and grow in this area.

Responsibilities

• Promote a positive image of Bay Federal and consistently meet or exceed Voice of the Member (VOM) scores.
• Accurately process deposits, withdrawals, payments, transfers, and other financial transactions while adhering to cash handling and balancing standards.
• Update and maintain accurate member account information and process member requests in a timely manner.
• Present and explain Bay Federal products and services to members.
• Identify, investigate, and resolve member concerns by coordinating with relevant departments.
• Assist with daily branch operations, including opening and closing procedures and supporting team members as needed.
• Participate in team meetings, training sessions, and process improvement initiatives.

Skills

Cash handling

Customer service

Sales experience

Education

High School Diploma or equivalent

Tools

Microsoft Office

Internal systems

Job description

Bay Federal Credit Union in Watsonville, CA is seeking a Member Service Representative, South-County Flex to help members process financial transactions, share product information, and cross-sell services.

This role covers Watsonville plus South County branches, with 40 hours weekly and rotating Saturdays. A high school diploma, cash handling experience, and PC skills are required to begin. Training and teamwork are emphasized.