Member Services Specialist I

Technology Credit Union; San Jose (CA); On-site; USD 63,000 - 84,000; Full time

Benefits offered by this job

Health Coverage

Retirement plan with company match

Paid Holidays

PTO accruals

Volunteer time off

Education assistance

Flexible Spending Accounts

Job summary

Technology Credit Union in San Jose, CA is seeking a Member Services Specialist I to resolve and process complex transactions, perform GL reconciliations, and support service departments for urgent member issues.

The role emphasizes accuracy, research, and collaboration with teams. It requires an Associate Degree or equivalent experience and 3+ years in financial services, with strong communication and attention to detail.

Qualifications

• Excellent communication with strong written and verbal skills.
• Extremely detail-oriented and capable of independent work.
• Experience in financial institutions and member services preferred.
• Basic knowledge of Symitar, Episys or similar systems.

Responsibilities

• Researches and resolves GL accounts and reconciliations on a daily basis.
• Processes share drafts, return deposits, levies, subpoenas, mail and return mail.
• Reviews checks for risk, places holds or rejects items as needed.
• Provides backup assistance and ensures departmental goals are met.
• Locates and corrects missing deposits and verifies deposits for members.
• Responds to management requests and maintains service standards.

Skills

Excellent communication

Detail oriented

Independent worker

Education

Associate Degree or equivalent experience

Tools

Symitar

Episys

Job description

Position Summary

The Member Services Specialist I performs resolution and processing of various transaction tasks such as stop payments, returned deposit items, collection items, verifications of deposit, check hold monitoring, month end reporting and various general ledger (GL) reconciliations. The incumbent ensures timely processing and reporting of checks, research and adjustment of various inclearing items and resolution of accounts that are out of balance.

The incumbent supports other service departments on member issues that require immediate resolution. The incumbent may handle special projects and prepares reports and analyses as assigned to effectively meet member and Technology Credit Union (Tech CU) needs.

Responsibilities

Essential Duties

Researches and resolves all applicable Central Operations department GL accounts and provides documentation as requested or required for reconciliation. Reviews each assigned GL account on a daily basis. Processes share draft, return deposits, levies, subpoenas, incoming mail, and return mail. Reviews checks accepted via various channels and assesses them for risk, places holds or rejects items as needed. Provides backup assistance as needed and works with the team to ensure all departmental duties and goals are met. Locates and corrects missing deposits. Conducts research necessary to provide verification of deposit, credit information, 10-day payoffs and other verification letters per member requests. Responds to management direction in the completion of requests, department needs, or scheduling while supporting established service standards. Communicates clearly and accurately while responding to member and internal requests regarding operating policies and procedures as needed. Performs other duties and special requests as assigned.

Work Schedule

Full-time: typically 40 hours/week M-F, 8 hour shift within the 7:45am-6:30pm window Occasional overtime

Workplace Essentials

Supports Tech CU’s Mission and Vision and consistently demonstrates Tech CU’s Values (Accelerate, Collaborate, Innovate, & Cultivate). Meets with manager on a regular basis to discuss goal alignment, performance metrics, and development plans. Complies with Tech CU policies and procedures. Upholds employee Code of Conduct and Business Ethics and ensures confidentiality of the workplace. Complies with requirements imposed by federal, state and local regulatory agencies. Adheres to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors.

Qualifications

Education: Associate Degree or equivalent experience.

Experience: 3+ years’ experience in financial institutions, including exposure to account/member services

Knowledge/Skills/Abilities:

Excellent communication with strong written and verbal skills. Proficient with Microsoft Word, Excel, PowerPoint, Outlook and Internet Explorer. Extremely detail-oriented. Good ability to challenge status quo and drive innovation with a positive “can do” attitude. Strong ability to effectively communicate with members to resolve risk and fraud issues. Strong service and ability to work independently with Tech CU departments. Basic knowledge of Symitar, Episys or other similar systems.

Travel: May be required to infrequently attend offsite training, meetings or events, typically with advance notice. Overnight travel unlikely.

Typical Working Conditions: Office environment with direct and/or phone interaction with client.

Equipment Used: Routinely uses standard office equipment, including computer, phone, copier and other devices.

Physical Requirements: This position requires: Ability to sit 70% of the day. Walk/travel outside of the facility 10 % of the time. Speaking and listening to interact with clients and team in person or via phone. Reading a computer screen and perform keyboarding tasks for up to 50% of the day.

EQUAL EMPLOYMENT OPPORTUNITYTechnology Credit Union is an Equal Opportunity Employer. All qualified employees and applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basis. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Pay and Benefits

• Position Grade: 103
• Salary Range: minimum-$62,500, midpoint-$73,000, maximum-$83,500
• Work Location: The salary range listed is based on working in San Jose, CA. If you work remotely, your salary will be adjusted based on your geographic location.
• Typical Starting Pay: Most new hires start between the minimum and midpoint of the range (adjusted for work location if applicable), based on experience and qualifications.
• Bonus Potential: Target 7% of base salary based on company and individual performance

Tech CU is a pay-for-performance organization. We benchmark base pay to the 50th percentile of our market and offer incentive-based compensation tied to individual and company goals.

Tech CU offers a comprehensive benefits package, including:

• Health Coverage: Medical, dental, and vision plans
• Income Protection: Life and disability insurance
• Retirement: 401(k) plan with company match
• Paid Holidays: 12 days annually
• Paid Time Off (PTO)
  • Accrues at 5.54 hours per bi-weekly paycheck (approximately 18 days per year)
  • Increases with length of service
• Voluntary Time Off (VTO)
  • 8 hours annually for full-time employees to support charitable organizations
• Additional Benefits
  • Flexible Spending Accounts
  • Employee-paid voluntary benefits
  • Leaves of absence in compliance with state and federal regulations