Job Details

Member Services Representative


Schools Financial Credit Union






California, United States


Folsom Branch




Schools Financial is seeking a qualified candidate to fill a 32 hr/wk position in our Folsom Branch (1010 Riley Street). The Member Service Representative provides responsive, accurate, and professional service to members visiting our branches.

Essential duties and responsibilities include the following:

  • Provide quality member service by processing member transactions accurately and efficiently
  • Complete checking, savings and loan transactions in an accurate and expedient manner
  • Provide assistance to members regarding questions or problems with accounts or services
  • Promote the Credit Union by appropriately cross-selling products and services to meet established monthly sales goals
  • Research and make adjustments to member accounts as necessary
  • Maintain a thorough knowledge of Credit Union policies and procedures
  • Conduct each member interaction in a manner to meet our Core Values

Skills and Experience include the following:

  • High school diploma, general education degree (GED) or relevant work experience
  • Previous experience with cash handing and customer service is preferred
  • Previous experience with a financial institution is preferred
  • Ability to meet pre-established sales goals
  • Excellent listening skills, math aptitude, and verbal communications skills are needed
  • Must be team oriented and enjoy working in a challenging environment
  • Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form
  • Experience with electronic services (such as: mobile banking, online banking, Bill Pay, etc) is preferred

Compensation is commensurate with experience. The Credit Union is open Monday - Friday from 9am-6pm and Saturday from 9am-1pm.

Schools offers an excellent compensation and benefits package including health, LTD, Life and AD&D, 401(k) plan, FSAs, & free or discounted banking services.

Job #313181