Member Service Representative

At Caltech Employees Federal Credit Union we are always looking for bright, service oriented individuals to join our team. We offer a generous benefits package, competitive salaries, and a positive professional work environment. CEFCU is an equal opportunity employer.

CEFCU is currently searching for an experienced Member Service Representative. The successful
candidate will provide prompt and courteous service to members by performing over-the-counter
transactions by telephone and in person.

Duties and Responsibilities
• Accurately and courteously completes members’ requests for account transactions including
deposits, withdrawals, transfers and loan payments. Balances cash and negotiable items at the end
of each business day.
• Opens all types of savings accounts, including custodial and trust accounts, in compliance with
CEFCU membership eligibility requirements and the Bank Secrecy Act (BSA).
• Speaks with members in person or by phone and explains and promotes Credit Union products
and services.
• Sells Mastercard gift cards and travel cards.
• Processes incoming and outgoing wires, ACH credits/debits and check requests.
• Prepares Payroll Deduction Authorization forms and allocations for accounts.
• Prepares and processes stop payment forms.
• Processes verifications of deposit.
• Updates account information with proper documentation.
• Adds flags and memos on possible compromised accounts at member request.
• Closes accounts upon request with proper identity verification.
• Provides Currency Transaction Reports (CTRs) information to Risk Management Officer for filing,
as required by BSA.
• Assists other branch employees or Manager in all dual control functions including:
▪ Balancing vault cash
▪ Accepting and verifying gift cards and travel cards
▪ Balancing negotiable items
▪ Removing deposits from night depository
• Assists members with safe deposit box access.
• Accepts, reviews and applies Power of Attorney (POA) authorizations.
• Provides members with certification of trust documents.
• Performs other duties as assigned.
• Performs all duties in compliance with credit union policies, procedures, and appropriate
regulatory statutes

Qualifications and Requirements
• High school diploma or general education degree (GED); or two to three years related experience
and/or training; or equivalent combination of education and experience.
• Minimum three years’ experience as a teller or in branch operations in a financial institution.
• Excellent customer service skills.
• Basic knowledge of financial products and services required, in addition to working knowledge of
credit union/banking regulations.
• Must be proficient in the use of a PC with Windows-based programs.
• Working knowledge of the credit union’s core system preferred.
• Use of a 10-key calculator, fax and copy machine.
• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common
fractions, and decimals.
• Ability to read and comprehend simple instructions, short correspondence, and memos.
• Ability to write simple correspondence.
• Works independently with a minimum number of errors.
• Ability to develop effective working relationships with all staff at all levels.
• Ability to uphold confidentiality standards and exercise discretion and good judgment.
• California driver license and insurance, and be able to travel to the credit union’s other branches as
needed.
• Must be bondable by the credit union’s insurance agency.

Salary Range
• $20.35 – $30.52

Resumes may be mailed, emailed, faxed, or submitted in person to any CEFCU office location for forwarding to Human Resources.

   Caltech Employees Federal Credit Union
   ATTN: Human Resources
   PO Box 11001
   La Cañada Flintridge, CA 91012-6001
   Fax: (818) 952-6404

Your privacy matters. View CEFCU’s California Privacy Rights Act Privacy Notice and Notice at Collection.