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CEFCU

Member Service Representative 1 Support

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeSan Jose, CA, USA

About the Job

Requirements

  • A high school diploma or equivalent is required.
  • One year of previous customer service experience with cash handling is required.
  • Bilingual skills in Spanish are required for some positions.
  • Must be sales-, solutions-, and service-oriented and work well in a production and goal-attainment environment.

Responsibilities

  • Provide staffing support to California Member Centers due to vacation, illness, leaves, and staff turnover.
  • Process a wide variety of financial transactions and open new accounts within established authority level.
  • Determine members’ needs, provide financial education, and cross-sell CEFCU products and services to members and potential members.
  • Maintain organizational viability through goal attainment set forth in member center and corporate balanced scorecards.
  • Exceed member expectations and provide the highest quality experience for internal and external members.
  • Support other Member Centers in the region as needed for cross-training and to cover staffing shortages, meeting business demands and maintaining appropriate service levels.

Desired Qualifications

  • One year of customer service experience, including cash handling, preferably with a financial institution.

About the Company

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