OE Federal Credit Union · 4 months ago
Branch Member Service Representative
San Jose, CA
Full-time
Onsite
Entry Level
$21.55/hr - $30.19/hr
2+ years expOE Federal Credit Union is the country’s largest labor-based credit union, dedicated to providing better alternatives to traditional banks for its members. They are seeking a Branch Member Services Representative who will engage members, process transactions, and educate them on the credit union’s offerings to meet their financial needs.
AccountingFinancial ServicesInsuranceLendingNon Profit
Responsibilities
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
Qualification
Required
High School Diploma/ GED required 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
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
Company
OE Federal Credit Union
OE Federal is a credit union for labors providing the debt and credit services at low prices.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Gabe Ybarrolaza
Chief Lending Officer
Jenna Anderson
Chief Marketing & Training Officer
Recent News
2025-08-21
2022-03-17
Company data provided by crunchbase