Member Experience Representative
Company: Valley Strong Credit Union
Location: Fairfield
Posted on: January 21, 2026
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Job Description:
Job Description Job Description OUR CORE VALUES Valley Strong
Credit Union is a values-driven organization. Our Core Values are
at the center of everything we do and are the driving force behind
our mission: We help people and communities prosper. Everyone
Counts - We promote a diverse and fair workplace to better serve
our Members, Team Members and Communities, fostering an environment
of transparency, trust, and respect. Innovate Boldly – We dream
big, challenge the status quo, move with agility, and embrace
data-driven decisions. We listen and continuously make the
impossible possible. Embrace the Fun! – We take joy in our work by
welcoming kindness, integrity, and authenticity. Own It – Valley
Strong is ours to grow. We hold ourselves accountable to doing our
best work every day and are empowered to do what’s right. POSITION
SUMMARY Provides exceptional Member experience throughout our
communities. The ideal candidate provides detailed information and
promotes credit union products and services to build relationships.
Processes monetary transactions within assigned limits, maintains
accurate records and balances each day’s transactions in accordance
with established policies and procedures. Proactively engages with
Members to identify products and services designed to assist them
in achieving their financial goals. Answers questions and directs
Members to appropriate department for specialized services. Team
Members are empowered to make the Member experience effortless and
seamless. Creates an environment of trust by “doing what’s right.”
ESSENTIAL DUTIES Processes financial transactions including
deposits, withdrawals, transfers, payments, and general ledger
entries while maintaining a cash drawer. Provides services to
Member, including but not limited to cashier’s checks, money
orders, savings bonds, wire transfers and transactions, additional
sub-shares, and debit card issuance. Knowledgeable in all tools,
products, and services to provide answers and assistance to
Members’ questions or concerns. Utilizes basic sales techniques to
deepen existing Member relationships, often while processing
transactions. Maintains responsibility for all cash controls and
follows proper balancing procedures. Identifies Members’ needs,
cross-sells and refers Members to appropriate business partners.
Recommends alternative channels such as online, mobile, and digital
solutions. Identifies and reports fraudulent activity to prevent
potential loss to credit union. Assists in the proper operation of
the ATM and Teller Cash Dispenser units including, but not limited
to, replacing receipt cartridge, clearing a blockage, etc. Checks
acceptance approval within assigned limits. Ensures confidentiality
of all Member and credit union information. Efficiently and
accurately processes all Member transactions on multiple systems.
Reviews and maintains knowledge of products, fees, and policies,
and stays current on offerings to make product suggestions with
assistance. Understands the role in sales growth and meets
branch-assigned and individual goals. Performs other duties as
assigned. QUALIFICATIONS To perform this job successfully, an
individual must be able to perform each essential duty
satisfactorily. The requirements listed below are representative of
the knowledge, skill, and/or ability required. EDUCATION and/or
EXPERIENCE High school diploma or general education degree (GED);
related experience and/or training; or equivalent combination of
education and experience. LANGUAGE SKILLS Ability to read and
comprehend instructions, short correspondence, and memos. Ability
to write simple correspondence. Ability to effectively present
information in one-on-one and small group situations to Members and
other Team Members at the organization. MATHEMATICAL SKILLS Ability
to add, subtract, multiply, and divide in all units of measure,
using whole numbers, common fractions, and decimals. Ability to
compute dividends and interest. REASONING ABILITY Ability to solve
practical problems and deal with a variety of concrete variables in
situations where only limited standardization exists. Ability to
interpret a variety of instructions furnished in written or oral
form. PHYSICAL DEMANDS The physical demands described here are
representative of those that must be met by a Team Member to
successfully perform the essential functions of this job. The Team
Member occasionally must lift and/or move up to 10 pounds. Ability
to stand for long periods of time. Reasonable accommodations may be
made to enable individuals with disabilities to perform the
essential functions. OTHER SKILLS AND ABILITIES Must be able to
process transactions in an efficient manner. Must be able to
communicate policies and procedures to Members in an easily
understood and professional manner. Must comply with all Bank
Secrecy Act (BSA) and other Anti-Money Laundering (AML) laws and
regulations, as they pertain to federal guidelines and internal
policies and procedures.
Keywords: Valley Strong Credit Union, Sacramento , Member Experience Representative, Retail - All , Fairfield, California
