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Member Services Specialist I

Job in San Jose, Santa Clara County, California, 95199, USA
Listing for: Technology Credit Union (Tech CU)
Full Time position
Listed on 2026-08-22
Job specializations:
  • Finance & Banking
    Banking Operations, Business Administration
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below

Tech CU is looking for a Member Services Specialist I to be the behind-the-scenes force that keeps our financial operations on track.

In this role, you’ll reconcile GL accounts, monitor and assess checks for risk, track down missing deposits, process returned items, and step in to resolve time sensitive member issues. You’ll work closely with internal teams, support special projects, and help ensure everything adds up accurately and on time.

  • 3+ years in a financial institution, ideally in member or account services
  • Strong communication skills and a sharp eye for detail
  • Confidence working independently and across teams
  • Comfort with Microsoft Office and systems like Symitar/Episys

If accuracy is your superpower and you enjoy improving processes while helping members, Tech CU is ready for you.

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