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CA-Member Service Representative I Support

CEFCU
San Jose, CA Full Time
POSTED ON 8/5/2026 CLOSED ON 9/3/2026

What are the responsibilities and job description for the CA-Member Service Representative I Support position at CEFCU?

Are you ready to make the most of your talents and abilities, while helping others make the most of their finances?

Apply to join Team CEFCU!

CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team!

Provides staffing support to CA Member Centers due to vacation, illness, leaves and staff turnover. Within established authority level, processes a wide variety of financial transactions and opens new accounts. Enhances members' financial well being by determining needs, providing financial education and cross selling members/potential members on CEFCU products and services. Maintains organization viability through goal attainment set forth in member center and corporate balanced scorecards. Exceeds member expectations. Supports other Member Centers in the region as needed for the purposes of cross training and to cover staffing shortages to meet business demands and maintain appropriate service levels.

Provides the highest quality member experience, for both internal and external members.Required:High school diploma or equivalent is required.One year of previous customer service experience with cash handling.Bilingual skills in Spanish are required for some positions.Must be sales/solutions/service oriented and work well in a production/goal attainment environmentPreferred:One year of customer service experience, including cash handling, preferably with a financial institution.

Summary Pay Range

The anticipated starting pay range for this position is $23.76 - $27.92.This position also includes an hourly shift premium of $0.60.

Compensation offered may vary based on skills and experience. Please note that salary is only one component of total compensation at CEFCU.

Benefits

Financial

Merit-based raises

Health and Welfare

Generous paid time off (Holiday, Personal or Sick Time, Vacation)

Comprehensive Medical, Dental, and Vision coverage (PPO, HDHP, California - Kaiser Permanente HMO)
Flexible Spending Plan (Medical Reimbursement Account and Dependent Care Reimbursement Account)

Health Savings Account

Voluntary Benefits (Accident Plan, Critical Illness Plan, Hospital Indemnity Plan, Identity Theft & Fraud Protection Plan, Legal Plan)

Life Insurance

Accidental Death & Dismemberment Insurance

Disability Benefits

Defined Benefit Plan - Pension

Defined Contribution Plan - 401K

Additional Benefits

Employee Assistance Program

California Commuter Benefit Program

Tuition reimbursement

Career growth through internal job postings

Management Development Program: formal mentoring and training

Opportunities to help improve and build the CEFCU of tomorrow through process teams

Opportunities to personally contribute to corporate financial literacy and community initiatives

Casual days to support local charities

Employee discounts on entertainment, cell phone plans, theme park tickets, and more

On-site fitness center, fitness classes, and wellness program

It is CEFCU's policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex/gender (including gender expression/identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law. This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.

Salary : $24 - $28

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