Member Service Representative (FLEX)

About the role

The Member Service Representative will proactively work with members to process their financial transactions, provide accurate information and appropriately communicate product and service benefits and features to cross-sell. Perform a variety of duties supporting Branch Operations while adhering to the Credit Union's policies, guidelines and procedures. This position is located at our Watsonville branch. This position will also provide coverage at South County branch locations - including Freedom, Watsonville, Salinas, and Marina - when business needs arise.

Responsibilities

• Promote a positive image of Bay Federal and consistently meet or exceed Voice of the Member (VOM) scores.
• Accurately process deposits, withdrawals, payments, transfers, and other financial transactions while adhering to cash handling and balancing standards.
• Update and maintain accurate member account information and process member requests in a timely manner.
• Present and explain Bay Federal products and services to members.
• Identify, investigate, and resolve member concerns by coordinating with relevant departments.
• Assist with daily branch operations, including opening and closing procedures and supporting team members as needed.
• Participate in team meetings, training sessions, and process improvement initiatives.

Requirements

High school diploma or equivalent. Experience using a PC for work tasks, and you're comfortable with Microsoft Office, the Internet, and internal systems. At least six months of experience handling cash and providing excellent customer or member service. A background in sales or sales training—or a strong willingness to learn and grow in this area.

Qualifications

None specified.

Skills

Customer service skills, ability to handle cash, computer proficiency, and willingness to learn new products and services.

Benefits

Comprehensive benefits package including 401(k) matching, annual bonus eligibility, health coverage, life and disability insurance, paid holidays, and more.

Pay

$22 per hour. Bay Federal provides health care benefits, life and disability insurance, paid holidays and 401k with a company match to eligible employees; along with employee paid voluntary benefits.

Schedule

Scheduled Weekly Hours 40 hours per week; Monday – Saturday (rotating Saturday coverage).