Branch Member Service Representative

OE Federal Credit Union • San Jose, CA

85d • $21 - $30

About The Position

Join the Best “UNION” Credit Union Around! In 1964, OE Federal Credit Union opened its doors to serve union members with a simple goal of providing a better alternative to banks. A credit union is more than a financial institution. We are a community, a family. Our teams are our greatest asset, we are energetic, dynamic, and passionate about assisting our members with financial wellness. Built on a foundation of union pride, OE Federal is a 1.4 billion company and the country’s largest labor-based credit union serving more than 115,000 members nationwide! OE Federal is seeking to hire a Branch Member Services Representative.

Requirements

• High School Diploma/ GED required.
• Minimum 2 years of work experience in a similar role required.
• Excellent interpersonal, verbal and written communication skills required.
• Proficiency with Microsoft Office products, proficiency in Microsoft Excel is a plus.
• Bilingual in English and Spanish required.

Responsibilities

• 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.
• Promptly process member transaction requests on all applicable credit union products and services.
• Collaborate seamlessly with colleagues across departments and branches to deliver optimal and efficient service to our members.
• Uphold a standard of professionalism actively fostering positive relationships internally and externally.
• Develop and maintain a comprehensive understanding of the credit union’s products and services, ensuring compliance with applicable Federal and State laws, Credit Union banking regulations, and OE Federal Credit Union’s policies and procedures and current promotions.
• Perform other related duties as assigned.

Benefits

• Medical, dental and vision benefits that cover the employee, spouse and dependents.
• Retiree medical benefits.
• A defined benefit Pension Plan with 100% employer contributions of $3.50/hour.
• $10,000 Life Insurance.
• $5,000 Accidental Death and Dismemberment.
• 11 ½ Paid Holidays per year.
• 17 days of Paid Time Off (PTO) to start.
• Annual Performance Bonus Program – Up to 5% of employee’s annual base paid on December 15th of each year.
• A 401(k) plan.
• OE Federal Membership for you and your family.
• Employee loan discounts.
• Casual dress code.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees