Bay Federal Credit Union
Member Service Representative
Bay Federal Credit Union, San Francisco, California, United States, 94199
Overview
The
Member Service Representative
role at
Bay Federal Credit Union
is located at our Aptos branch. The Member Service Representative will proactively work with members to process their financial transactions, provide accurate information, and appropriately communicate product and service benefits and features to cross-sell. Perform a variety of duties supporting Branch Operations while adhering to the Credit Union's policies, guidelines and procedures. What You’ll Be Doing
Promote a positive image of Bay Federal and consistently meet or exceed Voice of the Member (VOM) scores. Accurately process deposits, withdrawals, payments, transfers, and other financial transactions while adhering to cash handling and balancing standards. Update and maintain accurate member account information and process member requests in a timely manner. Present and explain Bay Federal products and services to members. Identify, investigate, and resolve member concerns by coordinating with relevant departments. Assist with daily branch operations, including opening and closing procedures and supporting team members as needed. Participate in team meetings, training sessions, and process improvement initiatives. You’re Perfect For This Role If You Have
A high school diploma or equivalent. Experience using a PC for work tasks, and you\'re comfortable with Microsoft Office, the Internet, and internal systems. At least six months of experience handling cash and providing excellent customer or member service. A background in sales or sales training—or a strong willingness to learn and grow in this area. Schedule
40 hours per week; Monday – Saturday (rotating Saturday coverage). Who We Are
Bay Federal Credit Union was started in 1957 when local school teachers pooled their money together to start a credit union. This original vision and investment has grown into the area’s largest locally-owned financial institution, with nearly $1.6 billion in assets. Today, Bay Federal provides full service financial products and solutions to individuals and businesses in Santa Cruz, Monterey, and San Benito counties. As a local, member-owned, not-for-profit financial cooperative, we are passionate about contributing to the community and being an integral part of its story. Our employees volunteer their time and donate their money to local non-profits, schools, and events; managers serve on local non-profit Boards of Directors to stay connected and make a difference in the communities we serve. From our founding as a teacher\'s credit union, Bay Federal has continued our commitment to education. We offer annual student scholarships and a comprehensive array of solutions to support members\' financial wellness, including online financial education courses and youth-focused programs. This is part of our work in creating thriving communities. Perks Of Joining Bay Federal Credit Union
Rated #1 Credit Union to Work For by CU Journal Best Places to Work in the Bay Area (SF Business Times/Silicon Valley Journal) 11 Federal Holidays observed as paid days off Professional growth & development through webinars, LinkedIn Learning, career tracking, and a 12-week leadership program with Cabrillo College Mac McCormac Employee Scholarship award for $1,500 towards education expenses Benefits Offered At Bay Federal Credit Union
401k Matching – $1 for $1 company match up to 5% of pay Eligibility to participate in annual bonus plan Medical, Dental, Vision, Life Insurance, and Long Term Disability coverage Employee Assistance Program with up to 6 face-to-face sessions per person, per reason, for you and your household Wellness program supporting physical, financial, and emotional health Supplemental benefits such as Pet Insurance and Aflac Bay Federal is proud to offer a competitive compensation and benefits package. For Santa Cruz, CA, the pay scale typically ranges and is based on experience, location, and other factors. Bay Federal is an equal employment opportunity employer and at-will. See our privacy page for information on security practices. Equal Employment Opportunity
Bay Federal is committed to equal employment opportunity for all persons regardless of age, disability, national origin, race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, veteran or military status, marital and civil partnership/union status, alienage or citizenship status, creed, genetic information or any other status protected by applicable law. Bay Federal is an at-will employer. For CCPA security practices, please see our privacy page: https://www.bayfed.com/privacy.
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The
Member Service Representative
role at
Bay Federal Credit Union
is located at our Aptos branch. The Member Service Representative will proactively work with members to process their financial transactions, provide accurate information, and appropriately communicate product and service benefits and features to cross-sell. Perform a variety of duties supporting Branch Operations while adhering to the Credit Union's policies, guidelines and procedures. What You’ll Be Doing
Promote a positive image of Bay Federal and consistently meet or exceed Voice of the Member (VOM) scores. Accurately process deposits, withdrawals, payments, transfers, and other financial transactions while adhering to cash handling and balancing standards. Update and maintain accurate member account information and process member requests in a timely manner. Present and explain Bay Federal products and services to members. Identify, investigate, and resolve member concerns by coordinating with relevant departments. Assist with daily branch operations, including opening and closing procedures and supporting team members as needed. Participate in team meetings, training sessions, and process improvement initiatives. You’re Perfect For This Role If You Have
A high school diploma or equivalent. Experience using a PC for work tasks, and you\'re comfortable with Microsoft Office, the Internet, and internal systems. At least six months of experience handling cash and providing excellent customer or member service. A background in sales or sales training—or a strong willingness to learn and grow in this area. Schedule
40 hours per week; Monday – Saturday (rotating Saturday coverage). Who We Are
Bay Federal Credit Union was started in 1957 when local school teachers pooled their money together to start a credit union. This original vision and investment has grown into the area’s largest locally-owned financial institution, with nearly $1.6 billion in assets. Today, Bay Federal provides full service financial products and solutions to individuals and businesses in Santa Cruz, Monterey, and San Benito counties. As a local, member-owned, not-for-profit financial cooperative, we are passionate about contributing to the community and being an integral part of its story. Our employees volunteer their time and donate their money to local non-profits, schools, and events; managers serve on local non-profit Boards of Directors to stay connected and make a difference in the communities we serve. From our founding as a teacher\'s credit union, Bay Federal has continued our commitment to education. We offer annual student scholarships and a comprehensive array of solutions to support members\' financial wellness, including online financial education courses and youth-focused programs. This is part of our work in creating thriving communities. Perks Of Joining Bay Federal Credit Union
Rated #1 Credit Union to Work For by CU Journal Best Places to Work in the Bay Area (SF Business Times/Silicon Valley Journal) 11 Federal Holidays observed as paid days off Professional growth & development through webinars, LinkedIn Learning, career tracking, and a 12-week leadership program with Cabrillo College Mac McCormac Employee Scholarship award for $1,500 towards education expenses Benefits Offered At Bay Federal Credit Union
401k Matching – $1 for $1 company match up to 5% of pay Eligibility to participate in annual bonus plan Medical, Dental, Vision, Life Insurance, and Long Term Disability coverage Employee Assistance Program with up to 6 face-to-face sessions per person, per reason, for you and your household Wellness program supporting physical, financial, and emotional health Supplemental benefits such as Pet Insurance and Aflac Bay Federal is proud to offer a competitive compensation and benefits package. For Santa Cruz, CA, the pay scale typically ranges and is based on experience, location, and other factors. Bay Federal is an equal employment opportunity employer and at-will. See our privacy page for information on security practices. Equal Employment Opportunity
Bay Federal is committed to equal employment opportunity for all persons regardless of age, disability, national origin, race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, veteran or military status, marital and civil partnership/union status, alienage or citizenship status, creed, genetic information or any other status protected by applicable law. Bay Federal is an at-will employer. For CCPA security practices, please see our privacy page: https://www.bayfed.com/privacy.
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