CA-Member Service Representative I Support
About The Position
Provides staffing support to CA Member Centers due to vacation, illness, leaves and staff turnover. Within established authority level, 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. Provides the highest quality member experience, for both internal and external members.
Requirements
- High school diploma or equivalent is required.
- 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
Nice To Haves
- One year of customer service experience, including cash handling, preferably with a financial institution.
Responsibilities
- Provides staffing support to CA Member Centers due to vacation, illness, leaves and staff turnover.
- 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.
- Provides the highest quality member experience, for both internal and external members.
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, Identity Theft & Fraud Protection Plan, Legal Plan)
- Life Insurance
- Accidental Death & Dismemberment Insurance
- Disability Benefits
- Defined Benefit Plan – Pension
- Defined Contribution Plan – 401K
- 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
