Member Service Representative

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 ourWatsonville branch.

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

What youll 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.

Youre Perfect For This Role If You Have: A 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 trainingor a strong willingness to learn and grow in this area.

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 areas 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 teachers 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.

This is a small part of our work in...