Member Services Specialist I

Technology Credit Union (Tech CU); San Jose (CA); On-site; USD 50,000 - 70,000; Full time

Job summary

A financial services institution in California is seeking a Member Services Specialist I to ensure accurate financial operations. Responsibilities include reconciling accounts, monitoring checks for risk, and resolving member issues. Candidates should have at least 3 years in a financial institution and strong communication skills. The role requires confidence in working both independently and with teams. Proficiency with Microsoft Office and familiarity with Symitar/Episys are preferred.

Qualifications

• 3+ years in a financial institution, ideally in member or account services.
• Strong communication skills and attention to detail.
• Confidence in working independently and collaboratively.

Responsibilities

• Reconcile GL accounts for accuracy.
• Monitor and assess checks for risk.
• Track down missing deposits and process returned items.
• Resolve time-sensitive member issues.

Skills

Strong communication skills

Attention to detail

Confidence working independently

Team collaboration

Experience in financial institution

Tools

Microsoft Office

Symitar/Episys

Job description

Tech CU is looking for a Member Services Specialist I to be the behind-the-scenes force that keeps our financial operations on track.

In this role, you’ll reconcile GL accounts, monitor and assess checks for risk, track down missing deposits, process returned items, and step in to resolve time sensitive member issues. You’ll work closely with internal teams, support special projects, and help ensure everything adds up accurately and on time.

• 3+ years in a financial institution, ideally in member or account services
• Strong communication skills and a sharp eye for detail
• Confidence working independently and across teams
• Comfort with Microsoft Office and systems like Symitar/Episys

If accuracy is your superpower and you enjoy improving processes while helping members, Tech CU is ready for you.