Branch Member Service Representative I/II at OE Federal Credit Union

San Jose, California, United States -

Full Time

Start Date

Immediate

Expiry Date

13 Oct, 26

Salary

28.44

Posted On

15 Jul, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Cross-selling, Financial Needs Analysis, Transaction Processing, Interpersonal Communication, Verbal Communication, Written Communication, Microsoft Office, Microsoft Excel, Bilingual English and Spanish

Industry

Financial Services

Description

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 country’s largest labor-based credit union serving more than 115,000 members nationwide! Our People Make the Difference! Are you looking to take on a dynamic and challenging role? OE Federal is seeking to hire a Branch Member Services Representative I or II. Your Purpose: You will be responsible for developing, expanding and maintaining the credit union’s 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 To succeed in this position, you must be able to satisfactorily perform common occurrences of each of the following under direct supervision from your manager: 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 union’s 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 union’s products and services, ensuring compliance with applicable Federal and State laws, Credit Union banking regulations, and OE Federal Credit Union’s policies and procedures and current promotions. Perform other related duties as assigned. 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 required. Salary Range: $25.50 - $28.44/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 San Jose, California. The salary range will adjust to the applicant's work location. 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 ½ Paid Holidays per year 17 days of Paid Time Off (PTO) to start Annual Performance Bonus Program – Up to 5% of employee’s annual base paid on December 15th of each year A 401(k) plan OE Federal Membership for you and your 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 - upload your resume and answer a few job-related questions. When you have completed the application, your information will be sent to our recruiting team. OE Federal Credit Union partners with TQC to support our recruiting and hiring needs. TQC is a talent and acquisition firm acting as an extension of our HR team. When applying for a role with OE Federal, you may be contacted by TQC.

Responsibilities

Develop and maintain member relationships by understanding financial needs and cross-selling appropriate credit union products. Process member transactions and collaborate with colleagues to provide a high-quality service experience.