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Financial Services Rep: Member Lending & Wellness Advocate

Job in San Jose, Santa Clara County, California, 95199, USA
Listing for: CommonWealth Central Credit Union
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Banking & Finance, Bank Customer Service, Financial Sales
  • Customer Service/HelpDesk
    Banking & Finance, Bank Customer Service
Salary/Wage Range or Industry Benchmark: 38000 - 47000 USD Yearly USD 38000.00 47000.00 YEAR
Job Description & How to Apply Below

Common Wealth Central Credit Union in San Jose, CA is seeking a full-time Financial Services Representative to fulfill members' financial needs and process loans. The role requires handling transactions, assisting with online banking inquiries, and promoting additional products and services with a strong focus on customer service.

Ideal candidates will have 6 months to 2 years of related experience, excellent verbal and written communication, and a professional appearance.

Are you ready to take on the Financial Services Rep:
Member Lending & Wellness Advocate role at Common Wealth Central Credit Union?

This role is for the Financial Services Rep:
Member Lending & Wellness Advocate role at Common Wealth Central Credit Union.

We are seeking a motivated Financial Services Rep:
Member Lending & Wellness Advocate to join Common Wealth Central Credit Union in San Jose, CA, United States.

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