Client Service Support Rep

About the Role

The Member Service Representative will proactively work with members to process their financial transactions, provide accurate information and appropriately communicate product and service benefits and features to cross‑sell. Perform a variety of duties supporting Branch Operations while adhering to the Credit Union's policies, guidelines and procedures. This position is located at our Salinas branch.

Schedule

40 hours per week; Monday – Saturday (rotating Saturday coverage).

Responsibilities

Promote a positive image of Bay Federal and consistently meet or exceed Voice of the Member (VOM) scores.

Accurately process deposits, withdrawals, payments, transfers, and other financial transactions while adhering to cash handling and balancing standards.

Update and maintain accurate member account information and process member requests in a timely manner.

Present and explain Bay Federal products and services to members.

Identify, investigate, and resolve member concerns by coordinating with relevant departments.

Assist with daily branch operations, including opening and closing procedures and supporting team members as needed.

Participate in team meetings, training sessions, and process improvement initiatives.

Qualifications

A high school diploma or equivalent.

Experience using a PC for work tasks, and comfortable with Microsoft Office, the Internet, and internal systems.

At least six months of experience handling cash and providing excellent customer or member service.

A background in sales or sales training—or a strong willingness to learn and grow in this area.

Compensation & Benefits

For Santa Cruz, CA only, the pay scale for this position is $22 per hour.

Benefits include:

401(k) Matching: dollar‑for‑dollar up to 5% of pay.

Annual Bonus Eligibility through company bonus plan.

Health Coverage: Medical, Dental, Vision, Life Insurance, and Long‑Term Disability options.

Employee Assistance Program: up to six face‑to‑face sessions per person.

Wellness Program: holistic support for physical, financial, and emotional health.

Rocket Lawyer Legal Services: company‑sponsored legal documents and attorney assistance.

Optional Pet Insurance and Aflac supplemental plans.

Equal Employment Opportunity

Bay Federal is committed to providing equal employment opportunity for all persons regardless of age, disability, national origin, race, color, religion, sex, sexual orientation, gender, gender identity or expression, pregnancy, veteran or military status, marital and civil partnership/union status, alienage or citizenship status, creed, genetic information, or any other status protected by applicable federal, state, or local law. Bay Federal is an at‑will employer.

For CCPA requirements regarding security practices and procedures, see our privacy page here ( Bay Federal Credit Union takes its obligation to keep member data safe and secure and adheres to industry standard best practices.

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