CEFCU

CA-Member Service Representative I

5 days ago

PayCompetitive
LocationSan Jose/California
Employment typeFull-Time

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  • Job Description

      Req#: R3508

      Are you ready to make the most of your talents and abilities, while helping others make the most of their finances?

      Apply to join Team CEFCU!

      CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team!

      Processes a wide variety of financial transactions and opens new accounts. Enhances members’ financial well being by determining needs, providing financial education and cross selling members/potential members on CEFCU products and services. Maintains organization viability through goal attainment set forth in member center and corporate balanced scorecards. Exceeds member expectations. Supports other Member Centers in the region as needed for the purposes of cross training and to cover staffing shortages to meet business demands and maintain appropriate service levels.

      Required Qualifications:

      • High school diploma or equivalent is required.
      • Must register with the Nationwide Mortgage Licensing System and Registration (NMLS) to comply with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act).
      • One year of previous customer service experience with cash handling.
      • Bilingual skills in Spanish are required for some positions.
      • Must be sales/solutions/service oriented and work well in a production/goal attainment environment


      Preferred Qualifications:

      • One year of customer service experience, including cash handling, preferably with a financial institution.

      Summary Pay Range

      The pay range for this position is $23.18 - $27.24.

      Compensation offered may vary based on skills and experience. Please note that salary is only one component of total compensation at CEFCU.

      Benefits

      Financial

      Merit-based raises

      Health and Welfare

      Generous paid time off (Holiday, Personal or Sick Time, Vacation)

      Comprehensive Medical, Dental, and Vision coverage (PPO, HDHP, California - Kaiser Permanente HMO)
      Flexible Spending Plan (Medical Reimbursement Account and Dependent Care Reimbursement Account)

      Health Savings Account

      Voluntary Benefits (Accident Plan, Critical Illness Plan, Hospital Indemnity Plan)

      Life Insurance

      Accidental Death & Dismemberment Insurance

      Disability Benefits

      Defined Benefit Plan – Pension

      Defined Contribution Plan – 401K

      Additional Benefits

      Employee Assistance Program

      California Commuter Benefit Program

      Tuition reimbursement

      Career growth through internal job postings

      Management Development Program: formal mentoring and training

      Opportunities to help improve and build the CEFCU of tomorrow through process teams

      Opportunities to personally contribute to corporate financial literacy and community initiatives

      Casual days to support local charities

      Employee discounts on entertainment, cell phone plans, theme park tickets, and more

      On-site fitness center, fitness classes, and wellness program

      It is CEFCU’s policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex/gender (including gender expression/identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law. This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.

  • About the company

      At CEFCU, helping people is more than a nice idea — it’s the reason we’re in business. CEFCU is a place where borrowers help savers and savers help borrowers. We were founded on the principle of people helping people and the belief that by doing s...