Member Service Representative

Schools Financial Roseville , CA 95661

Posted 1 week ago

Schools is seeking a qualified candidate to fill a 35 hr/wk Member Service Representative position at our Roseville Branch. The Member Service Representative provides responsive, accurate, and professional service to members visiting our branches.

Key Responsibilities:

  • Provide quality member service by processing member transactions accurately and efficiently

  • Complete checking, savings and loan transactions in an accurate and expedient manner

  • Provide assistance to members regarding questions or problems with accounts or services

  • Promote the Credit Union by appropriately cross-selling products and services to meet established monthly sales goals

  • Research and make adjustments to member accounts as necessary

  • Maintain a thorough knowledge of Credit Union policies and procedures

  • Conduct each member interaction in a manner to meet our Core Values

Skills & Experience:

  • High school diploma, general education degree (GED) or relevant work experience

  • Previous experience with cash handing and customer service is preferred

  • Previous experience with a financial institution is preferred

  • Ability to meet pre-established sales goals

  • Excellent listening skills, math aptitude, and verbal communications skills are needed

  • Must be team oriented and enjoy working in a challenging environment

  • Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form

  • Experience with electronic services (such as: mobile banking, online banking, Bill Pay, etc) is preferred

Compensation is commensurate with experience. The Credit Union is open Monday - Friday from 9:00am-6:00pm and Saturday from 9:00am-1:00pm.

Schools offers an excellent compensation and benefits package including health, LTD, Life and AD&D, 401(k) plan, FSAs, & free or discounted banking services.

Job # 111194

EOE/M/F/D/V


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Member Service Representative

Schools Financial