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Member Service Specialist 

About the Organization Rapidly approaching $1 billion in assets we are serving nearly 75,000 members throughout California's beautiful Central Valley. For over 70 years we have been providing superior service for our members and community. As a not-for-profit financial cooperative we believe in banking with a purpose and therefore annually return millions of dollars to our members in the form of better rates, lower fees, and access to fair credit. We pride ourselves in helping our members achieve their financial dreams. At the end of the day, we are optimists, partnering with our members and community to empower a brighter future. Together, we believe we are doing great things for the community we call home.  

Effectively assess individual member inquiries and provide solutions that meet member needs and credit union objectives. Provide member education and identify cross selling opportunities with an emphases on strengthening member relationships.

  • Open various new accounts, process necessary information and educate the members as to services/products available as a result. (For example, Visa check card, online banking, automated teller, etc.)
  • Use every member contact as an opportunity to advise member about additional services or programs that might benefit them.
  • Assist with wide variety of member services including open/close Shared Certificates, assist members with checkbooks, process credit card/loan applications for members, solve fraud issues, notary, close accounts, etc.
  • Assist members with opening CD's and educate customers as to penalties, earnings, etc.
  • Explain and expedite the opening, closing, transfer, and rollover of IRA certificates.
  • Set up auto transfers and sign up members for ACH transfers and wires.
  • Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Position Requirements
  • 1 year + of similar or related experience, including time spent in financial or sales and service positions.
  • A high school degree or GED is required.
  • Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving and obtaining information, as well as advising or referring, which commonly require shorter discussions.
  • Must be able to perform job functions independently and with limited supervision. Must work effectively as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to perform basic financial calculations with accuracy. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under stress of deadline, requirements for extreme accuracy and quality and/or fast pace. Must be capable of exercising highest level of discretion on confidential matters.

Pay Range & Work Schedule:

  • This position is a Tier 6, with a pay rate ranging from $16.30 to $25.25 per hour
    • The anticipated pay rate for new hires is between the low-end and midpoint of the range, depending on experience
    • The pay rates listed above are based upon the geographic location of our Administrative Offices in Modesto, CA using the greater Central Valley area for our pay range calculations
  • Full Time, typically 36-40 hours per week. Schedule will be based around branch's hours of operation, which are as follows:
    • Monday to Thursday- 9am to 5:30pm
    • Friday- 9am to 6pm
    • Saturday- 9am to 1pm
    • Flexibility to occasionally work early or late hours, typically with advance notice
Location J St. - Modesto  
Full-Time/Part-Time Full-Time  
Exempt/Non-Exempt Non-Exempt  
EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.  

This position is currently not accepting applications.

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