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Job Opening details:-
Company Name :- North Bay Credit Union
Position Name :- Member Service Representative-Sonoma-MUST live in Sonoma County-vaccinated
Company Location :- Sonoma, CA 95476
Job Category : Video Editing jobs
Full Job Description :-
We are looking for a Full-time Member Service Representative in Sonoma, CA, who has a strong focus of providing outstanding Member Service by performing a variety of Member Service duties. The person in this position will serve as a liaison between the member and the credit union, providing account information by phone or in person, as well as information on the full range of credit union products and services.
Bilingual in Spanish preferred
Must have proof of full Covid-19 vaccinations
Open accounts for members and resolve issues, handling the member’s needs in a professional manner. ·
Provide a variety of transactional services to members.
Greet and welcome members and visitors to the credit union in a professional manner.
Provide prompt, efficient, and accurate service in the processing of transactions.
Provide in-person and by-telephone general and specific service-related information concerning credit union products and services.
Responding to email or other electronic requests submitted by members while providing professional, prompt, efficient and accurate service and information.
Respond to members’ requests, problems and complaints and /or direct them to the appropriate staff for specific information and assistance.
Open new accounts and service existing accounts. Set up new account files and provide members with all necessary information for membership.
Handle requests from members for transfers of shares to loan payments, share withdrawals, check requests, CD transactions, line of credit advances, and any other requests received from members.
Promote credit union products and services based on member’s needs.
Process member mail transactions.
Mail receipts and checks to members as indicated by policy and procedure.
Research accounts for deposit, withdrawal, and loan-payment discrepancies.
Assist members in balancing their accounts.
Perform audit of various work that is performed by others.
Maintain knowledge of all State and Federal regulations that are applicable to the transactions performed in the teller area.
Post and balance daily work and maintain proper documentation.
Perform a variety of back office functions as assigned by management.
Complete departmental and back-office tasks as assigned including typing routine letters and/or documents.
Maintain files, post records, make and check routine calculations.
Perform all functions in a security conscientious manner.
Knowledge, Skills, and Availability ·
Must be available full time Monday-Friday 8:15am-5:15pm. Base branch location will be in Sonoma, CA, and will be in Sonoma primarily. All Member Service Representatives must be willing to drive to Santa Rosa, Healdsburg, and Rohnert Park branches as needed. Due to Sonoma being a smaller branch, representatives from that branch do not travel to other branches as often. ·
Reliable transportation required
Knowledge of modern office methods, practices and procedures.
Skilled in operations of personal computer with Internet and Intranet access in a Windows environment.
Ability to do mathematical computations.
Ability to communicate effectively both verbally and in writing.
Ability to establish and maintain effective working relationships with a diverse group of people.
Education/Experience A combination of education and experience equivalent to a high school diploma or closely related field and two years in a customer service environment. We prefer financial institution experience but will train the right person.
Benefits of North Bay Credit Union- Current North Bay Credit Union employee benefits include, but are not limited to 11+ paid holidays, paid birthday day off, birthday monthly breakfast in branches, PTO, medical, dental, vision, life insurance, 401k, tuition reimbursement.
Mandatory Vaccination Policy: As a condition of employment, new hires must be fully vaccinated against COVID-19, including booster if it has been 6 months since last vaccination. This must be completed on or before the first day of employment (subject to legally mandated exemptions).
Job Type: Full-time
Pay: $20.00 – $23.00 per hour
Employee assistance program
Paid time off
8 hour shift
Monday to Friday
COVID-19 considerations:Full vaccination required. Since the pandemic numbers are fluid, requirements regarding masking and sanitizing may change.
High school or equivalent (Preferred)
Work Location: One location
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