Kaiperm Credit Union ยท 20 hours ago
Member Service Representative
Concord, CA
Full-time
Onsite
Entry Level
$18/hr - $23/hr
1+ years expKaiperm Credit Union is a not-for-profit financial institution dedicated to serving the Kaiser Permanente community. The Member Service Representative will provide outstanding service to members, assisting them with account management and financial decisions while fostering a supportive and inclusive environment.
BankingCredit CardsFinancial Services
Responsibilities
Deliver outstanding service and create genuine connections with members
Adhere to Credit Union policies, procedures, compliance, safety, and security standards
Help members open and manage accounts
Complete members requests and transactions with accuracy and care
Educate members about products and services that make their lives easier
Support marketing campaigns and share the benefits of credit union membership
Collaborate with your team to keep our branch running smoothly
Manage and balance cash drawer and secure negotiables
Assist with Vault and ATM duties as needed
Help members with Online Banking and third-party applications
Be a positive part of a workplace that truly values people helping people
Qualification
Required
High School diploma, GED, or equivalent experience (required)
Minimum 1 year of banking or credit union experience
Minimum 1 year of customer service experience
A genuine passion for helping people and providing exceptional service
Strong communication skills, both verbal and written
Ability to build trust and rapport with members and teammates
Solid problem-solving and decision-making skills
High attention to detail, accuracy, and organization
Comfortable handling multiple priorities in a fast-paced environment
Flexible, adaptable, and ready to learn new things
Sound math and analytical abilities
Proficiency in Microsoft Office (Word, Excel, Outlook)
Primarily a seated role with some movement throughout the day
Ability to lift up to 15 pounds occasionally
Corrected vision and hearing within the normal range
Manual dexterity to operate standard office equipment
Preferred
Some college preferred but not required
Cash-handling experience strongly preferred
Familiarity with credit union or banking products, services, and regulations is a plus
Benefits
Fully paid health insurance premiums for employees
Quality medical, dental, and vision coverage
401(k) matching up to 5% of salary
Life insurance
Generous paid time off and paid holidays
Education reimbursement
Incentive and bonus programs to reward your hard work
Employee loan discounts
A supportive culture where your ideas matter
Company
Kaiperm Credit Union
Kaiperm Credit Union provides banking, consumer lending, credit cards, home loans, and deposit services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Kramer Chan
Chief Executive Officer
Company data provided by crunchbase