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Member Service Representative (Teller) at Xceed Financial Credit Union in San Jose, California

Posted in Admin - Clerical 30+ days ago.

Type: Full-Time

Job Description:


Under general supervision, perform a variety of teller transactions based on the member’s needs as well as to sell XFCU financial products and services to XFCU members and potential members. Thoroughly understand and adhere to credit union standards, policies, and procedures. Communicate to members effectively. Assist with member transactions and account issue resolution as required.


  • Primarily responsible for transaction posting, account setup, and maintenance.

  • Build positive relationships with members, ability to assess member needs and recommend financial solutions.

  • Maintain sales contact, pipeline, and other pertinent sales referral activity reports. 

  • Meet assigned referral goals.

  • Assist members with consumer loan, deposit, and technology based engagement tools.

  • Responsible for proactive sales initiatives including product referrals, account opening, and cross-selling new products as directed.

  • Ensure Financial Center quality service standards are maintained and are consistent with established XFCU goals.

  • Responsible for handling Financial Center in-bound calls and providing product service information.

  • Maintain thorough knowledge of all credit union products, policies, and procedures.

  • All other responsibitilies or duties as assigned to ensure workload coverage, which may change or new ones may be assigned at any time.


  • High School Diploma

  • One (1) to Three (3) years of work experience in a sales environment. 

  • Must be reliable, cooperative, self-motivated, and a team player who possess a quality service and sales focus.

  • Must maintain a professional image and demeanor and possess excellent time management skills.

  • Excellent oral and written communication skills in one-on-one and group environments.

  • Ability to work independently and in teams. 

  • Must have working knowledge of Word, Excel, PowerPoint, and Outlook. 

  • Must be able to analyze and solve problems, including performing analysis and producing professional documentation with recommendations.

  • Ability to understand rates, ratios and percentages, and draw and interpret graphs

  • Must have the ability to occasionally lift and/or move up to 10 pounds


Xceed Financial is proud to offer industry leading perks and benefits. By becoming an Xceed associate, you are investing in your future growth and will be able to take advantage of some amazing benefits like:

  • An incredible Culture with an emphasis on organizational health, transparancy, and work/life balance

  • Excellent Benefits, including an annual bonus opportunity and 6% 401k Match

  • Family Day, with a stipend to support some fun on this additional day off

  • Tuition Advance and Reimbursements

  • Loan Discounts and Savings Rate Premiums


At Xceed Financial, we exist to serve our Members’ financial needs and help them realize their dreams by providing banking, wealth management, and financial education services. All Associates must exemplify our values of a Will Do Attitude, Conscious Leadership, and Collaboration in their behavior as we make our Members’ dreams a reality. Our competitive edge requiers that our Associates Know & Care about our Members, are Engaged & Expert as true financial partners that also strive to be Easy & Convenient to bank with.