Member Services Rep. I/Floater

MERIWEST CREDIT UNION • San Jose, CA

1d • Onsite

About The Position

The Member Services Representative I (Floater) provides coverage for Meriwest Credit Union Financial Centers as needed. The schedule may vary frequently, requiring adaptability to branch needs. The role processes financial transactions accurately and efficiently while providing a high level of member service, building member relationships, supporting retention and membership growth, and cross-selling products and services. The representative works toward assigned share, deposit, lending, and referral partner targets and supports credit union initiatives with a positive attitude.

This position is 100% on-site; remote and hybrid work are not supported. The role requires Saturday availability from 8:30 a.m. to 1:30 p.m. Duties and responsibilities may change with or without notice. The position is Grade 5, with a target salary range of $22.60 to $28.25; entry pay is generally between the minimum and midpoint depending on experience and qualifications.

Requirements

• High school diploma or equivalent.
• NMLS SAFE Act compliance; obtain and maintain an NMLS number as required by the SAFE Act.
• Excellent communication skills to make professional and effective presentations to members.
• Ability to promote credit union products and services and address objections and concerns.
• Ability to work independently, exercise judgment, follow instructions, and maintain professional conduct.
• Strong customer service focus and previous experience in a service industry.
• PC literacy.
• Ability to work Saturdays from 8:30 a.m. to 1:30 p.m.
• Ability to work on-site; the position does not support remote or hybrid work.

Nice To Haves

• Cash-handling and customer-service experience are strongly preferred.
• Prior credit union or banking experience is strongly preferred.
• Experience with banking software is a strong plus.

Responsibilities

• Provide coverage for Meriwest Credit Union Financial Centers as needed, adapting to changing branch schedules and needs.
• Process deposits, withdrawals, loan payments, cashier’s checks, credit card cash advances, currency-for-coin exchanges, and check cashing accurately and according to procedures.
• Identify members appropriately and follow written check-cashing procedures.
• Assess members’ financial needs and cross-sell credit union products and services through referrals to Financial Service Representatives and Meriwest partners, including Meriwest Wealth Advisors and the Mortgage Company.
• Meet assigned share, deposit, lending, and referral partner targets.
• Balance the cash drawer daily and notify a supervisor of cash outages.
• Follow dual-custody and security policies to safeguard negotiable items and currency.
• Research, troubleshoot, and resolve member and internal inquiries about policies, practices, and products.
• Assist other departments and branches with transactions and support department and branch managers with customer requests and merchant verifications.
• Support credit union initiatives and perform miscellaneous duties as required.
• Comply with company policies and procedures and applicable laws and regulations, including the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control requirements.

Benefits

• Medical, dental, and vision coverage beginning on the first day of employment for full-time employees.
• Free long-term care insurance for employees.
• Tuition reimbursement and student loan repayment plan.
• Pension plan and 401(k).
• Bonus and incentive potential.
• Generous paid time off and holiday program.
• Career growth support and planning programs.
• In-house fitness center.
• Discounts on new mortgages after six months of employment.

What This Job Offers

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