Member Service Representative (PT)

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 Freedom branch. Scheduled Weekly Hours 25-29 hours per week; Monday – Saturday (rotating Saturday coverage).

What You’ll Be Doing

• 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.

Who We Are

Bay Federal Credit Union was started in 1957 when local school teachers pooled their money together to start a credit union. This original vision and investment has grown into the area’s largest locally-owned financial institution, with nearly $1.6 billion in assets. Today, Bay Federal provides full service financial products and solutions to individuals and businesses in Santa Cruz, Monterey, and San Benito counties. As a local, member-owned, not-for-profit financial cooperative, we are passionate about contributing to the community and being an integral part of its incredible story. Each year, our employees volunteer their time and donate their money to local non-profits, schools, and events. Our managers serve on local non-profit Boards of Director to be involved, understand challenges, and to make a real difference in the communities we serve. From our founding as a teacher’s credit union, Bay Federal has continued our commitment to education. We offer annual student scholarships for members and offer a comprehensive array of solutions to support our member's financial wellness. Through online financial education course offerings, solutions for teachers and students, as well as special programs for youth, our financial wellness programs are free and available to the public.

Why You’ll Love Working at Bay Federal Credit Union

• Comprehensive Benefits: 401(k) Matching, Annual Bonus Eligibility, Employee Assistance Program, Wellness Program, Rocket Lawyer Legal Services.
• Perks That Set Us Apart: #1 Credit Union to Work For, Best Place to Work in the Bay Area, 11 paid Federal Holidays, Career Growth & Development, Leadership Partnership with Cabrillo College, Mac McCormac Employee Scholarship, Hybrid Work Environment.
• Bay Federal Credit Union is committed to providing equal employment opportunity for all persons regardless of age, disability, national origin, race, color, religion, sex, sexual orientation, gender, gender identity or expression, pregnancy, veteran or military status, marital and civil partnership/union status, alienage or citizenship status, creed, genetic information or any other status protected by applicable federal, state, or local law.