Branch Member Service Specialist

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Join the Best “UNION” Credit Union Around!

In 1964, OE Federal Credit Union opened its doors to serve union members with a simple goal of providing a better alternative to banks. A credit union is more than a financial institution. We are a community, a family. Our teams are our greatest asset, we are energetic, dynamic, and passionate about assisting our members with financial wellness. Built on a foundation of union pride, OE Federal is a 1.5 billion dollar company and the country’s largest labor-based credit union serving more than 115,000 members nationwide!

Our People Make the Difference! Are you looking to take on a dynamic and challenging role? OE Federal is seeking to hire a Branch Member Service Specialist.

You will be responsible for developing, expanding and maintaining the credit union’s relationship with members by gaining an understanding of their financial needs, cross‑selling products and services that address those needs and providing a high‑quality service experience; while providing additional support to department staff with more complicated member requests.

To succeed in this position, you must be able to satisfactorily perform common, uncommon and complex occurrences of each of the following under general supervision from your manager.

• Actively engage members and establish a high‑quality service environment by having a courteous and helpful attitude.
• Educate and cross‑sell members on the credit union’s product and service offerings that can help them meet and exceed their financial needs.
• Promptly process member transaction requests on all applicable credit union products and services.
• Administer branch‑level cash management procedures.
• Travel, as needed, to other branch offices to provide coverage for co‑worker absences.
• Open and close the branch office during branch management absences.
• Collaborate seamlessly with colleagues across departments and branches to deliver optimal and efficient service to our members. Uphold a standard of professionalism actively fostering positive relationships internally and externally.
• Develop and maintain a comprehensive understanding of the credit union’s products and services, ensuring compliance with applicable Federal and State laws, Credit Union banking regulations, and OE Federal Credit Union’s policies and procedures and current promotions.
• Perform other related duties as assigned.

• High School Diploma / GED required and minimum 2 years of work experience in a similar role required.
• Excellent interpersonal, verbal and written communication skills required.
• Proficiency with Microsoft Office products, proficiency in Microsoft Excel is a plus.
• Bilingual in English and Spanish preferred.

$24.27 – $33.23 (based on working in Pleasanton, California; salary may adjust to other locations; competitive compensation). The offered salary considers experience, education, training, internal peer equity, job location and other business considerations when extending an offer.

• Medical, dental and vision benefits that cover the employee, spouse and dependents.
• Retiree medical benefits.
• A defined benefit Pension Plan with 100% employer contributions of $3.50/hour.
• $10,000 Life Insurance.
• $5,000 Accidental Death and Dismemberment.
• 11 ½ Paid Holidays per year.
• 17 days of Paid Time Off (PTO) to start.
• Annual Performance Bonus Program – Up to 5% of employee’s annual base paid on December 15th of each year.
• A 401(k) plan.
• OE Federal Membership for you and your family.
• Employee loan discounts.
• Casual dress code.

If you think this job is the right fit for you, fill out our online application. Our application is pretty simple – you upload your resume and answer a few job‑related questions. When you have completed the application, your information will be sent to our recruiting team.

OE Federal Credit Union partners with TQC to support our recruiting and hiring needs. TQC is a talent and acquisition firm acting as an extension of our HR team. When applying for a role with OE Federal, you may be contacted by TQC.

Referrals increase your chances of interviewing at OE Federal Credit Union by 2x.

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