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CA-Member Service Representative I Support

CEFCU
San Jose, CA Full Time
POSTED ON 10/22/2025 CLOSED ON 12/21/2025

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!
The Member Service Representative I (Support) 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. This individual is also responsible for enhancing 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.

Additional responsibilities include, but are not limited to:
  • Maintain organization viability through goal attainment set forth in member center and corporate balanced scorecards.
  • Promote a needs-based sales and service culture by living CEFCU's mission, vision, and values, and supporting member center and corporate balanced scorecards initiatives.
  • 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.

Classification Minimum - $23.78 ($23.18 0.60 travel differential)
Classification Midpoint - $27.84 ($27.24 0.60 travel differential)

Required Qualifications:
  • High school diploma or equivalent is required.
  • Must be eligible to register with the Nationwide Mortgage Licensing System and Registration (NMLS) to comply with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act).
  • 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 environment

Preferred Qualifications:
One year of customer service experience, including cash handling, preferably with a financial institution.

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.
Required Qualifications:
  • High school diploma or equivalent is required.
  • Must register with the Nationwide Mortgage Licensing System and Registration (NMLS) to comply with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act).
  • 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 environment

Preferred Qualifications:
  • One year of customer service experience, including cash handling, preferably with a financial institution.
Summary Pay Range
The pay range for this position is $23.18 - $27.24.
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)
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 : $23 - $27

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