Location: California-Marin County/North Bay
Mission(s): Personal Finance
Salary: Not Available
Job Type: Full Time
Posted On: Jan 16, 2018

Education: High School / Equivalent
Career Level: Entry Level (Less Than 2 Yrs Experience)
Nonprofit Experience: Less Than 2 Yrs

Position Title: Member Service Representative I
Location: Napa, CA

Self-Help Federal Credit Union (SHFCU) is currently undergoing dynamic growth in its retail credit union operations in California and more recently in Illinois.

The Member Service Representative will report to the Branch Manager or designee during absence. He/she is responsible for accurate and efficient processing of member transactions, cross selling products and services, making modifications to accounts, adding account services, opening new accounts, and performing those functions according to the policies & guidelines of the credit union in a friendly, helpful manner.


• Process share deposit payments, loan payments and account transfers.
• Disburse cash and check withdrawals.
• Open, close and balance own cash drawer daily.
• Maintain drawer cash levels within prescribed amounts.
• Open new membership accounts.
• Address member inquiries about credit union services and about their accounts.
• Post and Log night, ATM and mail deposits. (Part of dual-control team.)
• Perform account maintenance as authorized.
• Cross-sell credit union products and services.
• Perform other duties and projects as assigned.


• Strong commitment to our mission – creating economic opportunity for traditionally underserved communities.
• Strong understanding of cultural competency
• Preference for working in organizations that place priority on teamwork and collaboration
• High School or equivalent
• One to three years’ experience in financial institution or other customer service industry with progressive cash handling responsibilities.
• May be required to travel to cover other Branches.
• May require bi-lingual language fluency, as needed to service members.

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