Credit Union - Member Services Representative ll

Company Profile :

Located on the beautiful California coast, Santa Cruz Community Credit Union (SCCCU) is a community-development and low-income certified credit union, serving Santa Cruz County and parts of Monterey County. Its mission focuses on economic justice and ensuring that all people, organizations and companies have access to the financial services and financial tools they need.

Job Summary :

Reporting to the Branch Manager, the Member Service Representative ll (MSR II) will process financial transactions, assist members with their banking needs and provide exceptional customer service with accuracy.

Duties / Responsibilities :

Deliver outstanding customer service to all members, with a professional and approachable demeanor;

Stay current on SCCCU’s products and services; effectively match members with the best options for their banking needs; while proactively identifying and exploring new opportunities for them;

Reconcile cash drawer / daily transactions accurately;

Monitor and maintain cash levels within assigned limits;

Receive, inspect and verify cash and negotiable instruments, while accurately processing a variety of financial transactions, including deposits, withdrawals, transfers, payments, wire transfers and issuance of cashier’s checks and money orders;

Assist members with opening and closing various accounts offered at SCCCU; resolve account-related inquiries, troubleshoot complex situations and escalate issues to higher authority, when necessary;.

Ensure adherence to BSA (Bank Secrecy Act), MIP (Member Identification Program) and OFAC (Office of Foreign Assets Control) requirements when processing new accounts, while ensuring compliance with all regulatory standards;

Complete all required annual regulatory and lending training as assigned;

Actively participate in volunteer community events, building relationships and professionally representing SCCCU, while supporting our mission;

Perform administrative tasks, including data entry, filing, answering phone calls and general clerical administrative duties;

Travel between SCCCU’s branches, as needed for training and to provide branch support.

Qualifications :

At least 2 years of experience in a similar role within a credit union or bank;

High school diploma or GED;

Bilingual English / Spanish proficiency required;

Proficient MS Office, related software, 10-key calculator, fax, photocopier and multi-line phone skills;

Proficient oral, written communication and interpersonal skills;

Astute attention to detail, accuracy, organizational, time management, problem-solving and follow-through skills;

Ability to stand for long periods of time;

Valid CA driver’s license and clean and insurable driving record.

Compensation :

18.64 - $27.97 per hour, depending on experience, for this non-exempt, full-time position - (Grade 6).

Benefits :

Medical, dental, vision coverage paid 100% for employee;

10 days of paid vacation in years 1 – 3 of employment on an accrued basis and rising incrementally thereafter;

40 hours of annual paid sick time on an accrued basis;

10 paid public holidays

1 paid floater day;

401(K) with annual company match after 1 year of service.

Working Hours :

8 : 30AM – 5 : 15PM Monday – Friday

9 : 15AM – 1 : 45PM Saturday

Location :

Watsonville, CA – Onsite Position

Salary : $19 - $28