Financial Service Representative I
Keypoint Credit Union 7 reviews - Santa Clara, CA

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Job reference: #2023-011

Maintains a fanatical commitment to cross-selling KPCU products and services, providing quality service by adhering to the service oath and service expectations, promotes advocacy and continually focuses on improvement with member perception of service delivery. Consistently follows operational processes and procedures when handling member transactions. Support growth objectives by representing the Credit Union in a professional manner at KeyPoint sponsored business and community events.

Consistently promotes a positive teamwork environment. Attracts new members and actively supports member and account retention by completed required training and retaining knowledge of the service offerings of the Credit Union.


Member Service
Risk Management/Fraud Prevention
Business and Community Development

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. (Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)

While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handles or feel; reach with hands and arms, climb or balance; talk and hear. The employee must occasionally lift and/or move up to 10 lbs. Vision abilities required by this job include close vision, distance vision and color vision, peripheral vision, depth perception and ability to adjust focus.

Minimum Requirements

High School Diploma or equivalent.
6 months customer service and cash handling in a retail environment.
Must have completed the credit union’s aptitude test with a score of 80% or better.
Must be capable of working established hours required by the branch.
Strong organization, verbal communications skills, quality service and team orientation required.
Basic PC skills are desired.

About this company
7 reviews
KeyPoint Credit Union offers innovative financial services. Once you become a member, you enter a whole new world of financial freedom. As a...