Contact Center Representative

$18 yearly
  • San Mateo Credit Union
  • Redwood City, CA, USA
  • Mar 11, 2020
Full time   Admin-Clerical

Job Description

  • Do you have a broad knowledge of financial products & services?
  • Are you skilled at solving member issues and make sound decisions?
  • Would you like to work at a multi-faceted, dynamic organization that thrives on teamwork and collaboration?



If so, we’d love to talk with you about San Mateo Credit Union’s Contact Center Representative Position!

Located in the heart of the Bay Area, San Mateo Credit Union is a community-centric and growth-orientated organization that is one of the most unique and special providers of financial products, services and education in the area. We recently surpassed $1 billion in assets and are experiencing record-breaking performance results. Our future is bright with promise!



Receives members primarily by telephone, although may also conduct in-person transactions with members at branch locations. Establishes membership on all related savings products and services, attempting to maximize the number of service relationships the member has with the credit union.



  • Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
  • Provides assistance to new and existing members with regard to all Credit Union products and services (includes all lending products and investment opportunities available).
  • Is skilled in personal and telephone interviewing techniques; including the ability to respond to member inquiries and requests.
  • Processes single item transactions (i.e., deposits, loan payments).
  • Issues ATM/Visa Check cards, temporary checks, and membership cards.
  • Distributes product brochures and appropriate forms to set up new accounts/loans or changes to existing accounts (i.e. name changes, change of ownership, loan requests).
  • Cross-sells members on various credit union services and benefits including loans, IRAs, checking accounts, term certificates, Visa and ATM.
  • Assists with the processing of all member email requests.
  • Performs clerical support of various functions on a rotating basis (i.e., mail distribution, paid-off loan reports, DMV, Verifications of Deposit, inventory of supplies).
  • Opens new checking, money market, certificate of deposit, and IRA accounts.
  • Within established guidelines and procedures, performs work requiring the use of judgment and discretion in making decisions to satisfy member needs.
  • Performs other related duties as assigned by the immediate supervisor.





The physical demands and work environment characteristics described 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 accommodate individuals with disabilities to perform the essential functions.

•While performing duties of the job, employee may be required to use frequent physical activities include sitting, standing, reaching, walking, talking, bending, and constant use of hands. 

•Employee must occasionally lift and/or move up to 10 pounds

•Employee must occasionally work before/after the regular work shift

•These activities are not necessarily performed to the same degree and combination every day. 



SMCU reflects the value placed on employees by providing the following impressive benefits in addition to competitive salary:

  • Medical, Dental, Vision, Life, and Long-Term Disability Insurances!
  • 401(k) including generous matching contributions!
  • Semi-annual bonuses for meeting key financial and operational goals!
  • Discounts on financial products and services, including loans!
  • Paid time off, tuition reimbursement, and much more!


Apply Now for Consideration!

San Mateo Credit Union is an Equal Opportunity Employer


  • Broad knowledge of financial products and services
  • Strong interpersonal and communication skills, especially via telephone
  • Ability to efficiently solve member issues and make sound decisions.
  • Must be organized with the ability to prioritize tasks.
  • High degree of accuracy required.
  • Must have knowledge of PC Windows-based programs.
  • Must demonstrate flexibility in taking advantage of internal and external resources available. Willingness to provide back-up support in other departments/branches.


When applying, please note that you saw the job posted on the NOVA Job Board. If you need help with your resumé, please see a NOVA Career Advisor.