Branch Member Service Specialist

Overview

Position Summary

As a Branch Member Services Specialist, you will be responsible for developing, expanding and maintaining the credit union's relationship with members by gaining an understanding of their financial needs, cross-selling products and services that address those needs and providing a high-quality service experience.

Position Duties and Responsibilities

To succeed in this position, you must be able to satisfactorily perform common, uncommon and complex occurrences of each of the following under general supervision from your manager:

• Actively engage members and establish a high-quality service environment by having a courteous and helpful attitude.

• Educate and cross-sell members on the credit union's product and service offerings that can help them meet and exceed their financial needs.

• Collaborate with co-workers in your office and in other branches and departments to provide effective and efficient service to our members.

• Accept and promptly process member transaction requests on deposit accounts, consumer and mortgage loans, debit and credit cards and Individual Retirement Accounts (IRA).

• Administer branch-level cash management procedures.

• Travel, as needed, to other branch offices to provide coverage for co-worker absences.

• Open and close the branch office during branch management absences.

Position Qualifications and Skill Requirements

• High School Diploma/ GED

• Two years of experience in the Branch Member Service Representative III role or three years of work experience in a customer service capacity required; three years of work experience in a bank or credit union branch customer service capacity

• Excellent verbal communication skills

• Good written communication skills

• Bilingual in English and Spanish preferred

A list of some of the benefits we offer:

• We emphasize a work/life balance

• Premium pay for bilingual skills (English/Spanish)

• Medical, dental and vision benefits that cover the employee, spouse and dependents

• Retiree medical benefits

• A defined benefit Pension Plan with employer contributions of $3.50/hour

• Life Insurance/AD&D

• 11 ½ Paid Holidays per year

• 17 days of Paid Time Off (PTO) to start

• A 401(k) plan

• Employee loan discounts

• Casual dress code

Salary Range: $21.92 - $28.89

OE Federal Credit Union offers competitive compensation. The offered salary considers experience, education, training, internal peer equity, job location and other business considerations when extending an offer. The salary outlined is based on working in Auburn, CA.

Are you ready to join our team?

If you think this job is the right fit for you, fill out our online application. Our application is pretty simple - you upload your resume and answer a few job-related questions. Once you have completed the application, your information will be sent to our Human Resources team instantly.