Branch Service Representative jobs in San Jose, CA

Overview

Position Summary 

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.

Position Duties and Responsibilities

To succeed in this position, you must be able to satisfactorily perform common and uncommon occurrences of each of the following under general 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.

Position Qualifications and Skill Requirements

• High School Diploma/ GED required AND Internal: minimum 1 year of work experience in a Representative I role; External: minimum 2 years of work experience in a similar role 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.

A list of some of the benefits we offer:

• We emphasize a work/life balance
• Premium pay for bilingual skills (English/Spanish)
• Medical, dental and vision benefits that cover the employee, spouse and dependents
• Retiree medical benefits
• A defined benefit Pension Plan with employer contributions of $3.50/hour
• Life Insurance/AD&D
• 11 ½ Paid Holidays per year
• 17 days of Paid Time Off (PTO) to start
• A 401(k) plan
• Employee loan discounts
• Casual dress code

Salary Range:  $21.55 - $30.19

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.                                                                                                                                                                                                                                                                               .

Are you ready to join our team?

If you think this job is the right fit for you, fill out our online application. Our application is pretty simple – you upload your resume and answer a few job-related questions. Once you have completed the application, your information will be sent to our Human Resources team instantly.