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Member Service Associate

Job in Petaluma, Sonoma County, California, 94954, USA
Listing for: JBA International
Full Time position
Listed on 2025-12-01
Job specializations:
  • Customer Service/HelpDesk
    Bilingual, Bank Customer Service, Spanish Customer Service
Job Description & How to Apply Below

• Provide exceptional member service to all Members, volunteers, internal employees, and service providers.

• Explain products and services to Members to meet their needs. Cross-sells RCU, RCU Investment Services, RCU Insurance Services and RCU Auto Services products and services.

• Establish basic products and services for Members.

• Provide information to Members’ questions or directs them to the appropriate person or department for assistance.

• Safeguard Member information and ensure confidentiality by following established policy and procedures.


Transactions

• Complete Members’ transactions accurately and efficiently using established policies and procedures.

• Balance cash, checks, and maintain proper documentation.


Teamwork and Other Functions

• Attend and contribute to departmental meetings.

• Perform branch opening and closing duties.

• Perform other duties as assigned.

• Complete orders for Credit Union forms and supplies.

• Participate in Credit Union committees.

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Position Requirements
10+ Years work experience
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