Demo

CA-Member Service Representative I

CEFCU
Fremont, CA Full Time
POSTED ON 4/13/2025
AVAILABLE BEFORE 5/4/2025

Are you ready to make the most of your talents and abilities, while helping others make the most of their finances?

Apply to join Team CEFCU!

CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team!

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.

Required Qualifications :

  • High school diploma or equivalent is required.
  • Must register with the Nationwide Mortgage Licensing System and Registration (NMLS) to comply with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act).
  • 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

Preferred Qualifications :

  • One year of customer service experience, including cash handling, preferably with a financial institution.
  • Summary Pay Range

    The pay range for this position is $22.61 - $26.57.

    Compensation offered may vary based on skills and experience. Please note that salary is only one component of total compensation at CEFCU.

    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)

    Life Insurance

    Accidental Death & Dismemberment Insurance

    Disability Benefits

    Defined Benefit Plan - Pension

    Defined Contribution Plan - 401K

    Additional Benefits

    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

    It is CEFCU's policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex / gender (including gender expression / identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and / or any other basis protected by law. This policy covers all facets of employment including, but not limited to : recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.

    Salary : $23 - $27

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