DIGITAL EXPERIENCE REPRESENTATIVE I

Uncle Credit Union • Livermore, CA

3d • $23 - $27 • Onsite

About The Position

UNCLE Credit Union is seeking an on-site, member-focused professional to help members achieve financial success through exceptional service and personalized financial solutions. The Digital Experience Representative I assists members through inbound phone, chat, and email interactions, supports account inquiries and transactions, and helps members use digital banking tools. The role builds relationships by identifying member needs and recommending appropriate products and services while meeting service, quality, and referral goals. The representative documents interactions accurately, follows policies and regulations, and collaborates with teammates to deliver an outstanding member experience.

The credit union describes its culture as collaborative and focused on service, growth, and community impact. Compensation is $23–$27 per hour, depending on experience, with an additional hourly premium for Spanish speakers.

Requirements

• High school diploma or equivalent.
• At least six months of banking, credit union, financial services, call center, or customer service experience.
• Strong communication, problem-solving, and relationship-building skills.
• Strong verbal and written communication ability.
• Comfort using multiple computer systems and applications.
• Ability to thrive in a fast-paced, team-oriented environment.

Nice To Haves

• Financial institution experience preferred.
• Spanish speaking preferred, but not required.

Responsibilities

• Assist members through inbound phone, chat, and email interactions.
• Build relationships by identifying member needs and recommending appropriate products and services.
• Educate members on credit union products, services, and digital banking tools.
• Support account inquiries, transactions, technical support, and service requests.
• Meet service, quality, and referral goals.
• Accurately document member interactions and maintain compliance with policies and regulations.
• Collaborate with team members to deliver an outstanding member experience.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED