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BRANCH MEMBER SERVICE REPRESENTATIVE I

OE Federal Credit Union
Morgan Hill, CA Full Time
POSTED ON 1/19/2025
AVAILABLE BEFORE 4/15/2025

Overview :

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 countrys largest labor-based credit union serving more than 100,000 members nationwide!

Our People Make the Difference! Are you looking to take on a dynamic, challenging and rewarding role? OE Federal is seeking to hire a Branch Member Service Representative!

Your Purpose

You will be responsible for developing, expanding and maintaining the credit unions relationship with members by gaining an understanding of their financial needs, cross-selling products and services that address those needs and providing a high-quality service experience.

What You'll Do

  • 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 unions 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 unions products and services, ensuring compliance with applicable Federal and State laws, Credit Union banking regulations, and OE Federal Credit Unions policies and procedures and current promotions.

Ideal Candidate Will Possess

  • High School Diploma / GED 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 preferred.
  • Salary Range : $20.00 - 26.36 / Hour

    OE Federal Credit Union offers competitive compensation. The offered salary considers experience, education, training, internal peer equity, job location and other business considerations when extending an offer. The salary outlined is based on working in Reno, Nevada. In addition to competitive salaries :

    We offer superior 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 Paid Holidays per year
  • 17 days of Paid Time Off (PTO) to start
  • Annual Performance Bonus Program Up to 5% of employees annual base paid on December 15
  • of each year

  • A 401(k) plan
  • OE Federal Membership For You and Family
  • Employee loan discounts
  • Casual dress code
  • Find your team, find your fit!

    If you think this job is the right fit for you, fill out our on-line application. Our application is pretty simple - you upload your resume and answer a few job-related questions. Once you have completed the application, your information will be sent to our Human Resources team instantly.

    Salary : $20 - $26

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