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Why Kaiperm

Not for Profit – Built to Serve

We are a not-for-profit financial institution based in Walnut Creek, California exclusively serving the employees of Kaiser Permanente and their family members, as well as Kaiser retirees and volunteers in California and Hawaii. When it comes to serving members of the Kaiser family, we stand by our founding principle – people helping people. And as we continue to help more and more members of the Kaiser family with our unique financial services, we grow along with you.

 

Our Mission

Dedicated to delivering trusted, convenient, comprehensive and lifelong financial relationships, exclusively for employees, doctors and their family members of The Kaiser Permanente Family.

 

Our Vision

Helping members of the KP families thrive financially for life.

 

Become a Member

History

History

Kaiperm Credit Union got its start in August 1957 under the name Kaiperm Walnut Creek Federal Credit Union; founded by employees of Kaiser Foundation Medical Care Program in the Walnut Creek area, Kaiperm was created to serve Kaiser employees, their immediate family members, and volunteers through the organization. Later that month, Kaiperm was approved as a charter, and the following month, elections were held at its first board meeting.

A Benefit for Kaiser Employees

A benefit for Kaiser Employees

As you build your career with Kaiser Permanente, you have access to many of unique benefits. We believe that wellness goes far beyond just physical health, and financial wellness is our top priority. Kaiperm offers one of the biggest benefits for Kaiser employees and doctors – we enhance your compensation package with our banking and financial services, our financial education workshops and counseling, and loan rates that rival what you’ll find at big banks. Best of all – it’s free to join!
 

Newsletter

Newsletter

Spring - Kaiperm Newsletter

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Winter - Kaiperm Newsletter

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October - December - Kaiperm Newsletter

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Kaiperm Newsletter

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Careers

Careers

If you have what it takes to excel at customer service in the financial industry, Kaiperm Credit Union looking for highly motivated, energetic and creative individuals for both full-time and part-time positions in the Walnut Creek Main Office. We offer a competitive compensation package, a great working environment, and room to grow.

 

Job Listings

Member Service Representative II

Apply now

Job details:

Job Type: Full-time
Location: Walnut Creek, CA
Customer service: 1 year (Required)
Qualifications: High school or equivalent (Required)
Pay: $17.00 – $22.00 per hour
 

 

Position Summary

Are you enthusiastic, positive, and someone who just loves to help people? Wondering what a Member Service Representative does? We’re glad you asked! The Member Services Representative simultaneously works on their professional goals while helping Kaiperm members achieve their financial goals! Our MSRs provide excellent member service and develop the relationship value of the Kaiperm productions and services.

Essential Functions and Responsibilities

Daily Focus: Member Experience, Products and Services

  • Friendly and professional MSRs will assist members with their transactions such us deposits, withdrawals, cash balancing, and loan applications and other products/services
  • Actively recognize member needs and make referrals that may be of benefit to them
  • Give your best every day to provide top-notch service

Dependability and Professionality

  • Have the desire to learn new things and be an ambassador for CU products and services
  • Consistently utilizes professional and friendly communication to members and staff while remaining focused and calm under pressure.
  • Must be dependable in attendance and punctuality
  • Follow procedures and compliance regulations
  • Proficiency in computer navigation including Microsoft Office
  • Effective communication skills, verbally and written

Qualifications:

Education:


  • Successful completion of High School curriculum or GED. Some college preferred, not required.

Experience:


  • One year customer service experience in a contact center environment and/or 2+ years financial services experience. Member relationship building experience preferred, not required.
  • One to two-year minimum banking and cash handling experience preferred

Physical Requirements:


  • Prolonged sitting throughout the workday with occasional movements throughout the day to interact with staff, accomplish tasks, etc.
  • Corrected vision & hearing within the normal range
  • May require lifting up to 15 pounds
  • Must possess sufficient manual dexterity to skillfully operate standard office equipment

Company Benefits You Can Enjoy:


  • Fully paid health insurance premiums for employees
  • Quality medical, dental and vision care coverage
  • 401(k) retirement plan with up 5% of salary matching employer contributions
  • Incentives/bonus
  • Generous paid time off, paid holidays
  • Rate discounts consumer loans

Benefits:


  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Physical Setting:


  • Office

Work Remotely:


  • No

Schedule:


  • 8-hour shift

Communication method(s) used:


  • Email
  • Phone
  • Chat
  • In person

COVID-19 considerations:


  • This position requires COVID vaccination.

COVID-19 Precaution(s):


  • Remote interview process
  • Personal protective equipment provided or required
  • Plastic shield at workstations
  • Temperature screenings
  • Social distancing guidelines in place
  • Virtual meetings
  • Sanitizing, disinfecting, or cleaning procedures in place

Kaiperm is an Equal Opportunity Employer Committed to Inclusion and Diversity.

EEO statement


Kaiperm Credit Union does not discriminate in employment opportunities or practices on the basis of race, color, religion, creed, sex, national origin, age, disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition including genetic characteristics, veteran or military status, sexual orientation, gender expression, any persons holding an undocumented “AB” 60” driver’s license, or any other characteristic protected by law. This provision also includes the perception that anyone has any of the above characteristics, or is associated with a person who has or is perceived as having any one of these characteristics. All such discrimination is unlawful.

DISCLAIMER* This job description is not an exclusive or exhaustive list of all job functions that an employee in this position may be asked to perform from time to time. All employees are to maintain a positive work atmosphere by acting and communicating in a manner so that you get along with customers, clients, co-workers, and management.

Annual Meeting

Thrive Rewards Checking

Join us for our 65th Annual Meeting!


Kaiperm Credit Union’s 65th Annual Meeting has been scheduled to take place from 5:00 – 6:00 pm PST on Tuesday, April 26, 2022. Occurring virtually via Zoom Meeting or you can phone in using the information listed below. The Annual Meeting is your opportunity as a member of the Credit Union to engage and participate in your membership. It is also the time we use to elect Board Members, and showcase the Credit Union’s 2021 financial performance, accomplishments and highlight new products and services, and give away some great prizes!

​We look forward to you joining the Zoom meeting, and we thank you in advance for your attendance!

 

Download – 2022 Annual Meeting Presentation
Download – 2022 Annual Meeting Agenda
Download – 2021 Meeting Minutes

If you have any questions please call or text
​Kaiperm Credit Union 925-939-5626

 

CLICK TO REGISTER FOR: ZOOM VIRTUAL MEETING

Annual Meeting FAQs


Will There Be A Physical Meeting Location? 
No, our 65th Annual Meeting will be held virtually using a Zoom Virtual Meeting and there will not be a physical meeting location.

What Is Zoom? 
Zoom is a video communication platform that allows individuals to connect in a virtual space using audio and video capabilities.

Do I Need To Register or Sign Up To Attend The Annual Meeting? 
Yes; however, registration can be done in advance up until 4pm, April 26th, the day of the Annual Meeting. Preregistration in NOT a commitment to attend. You will need to register to receive direct links and information to access our secure Zoom Virtual Meeting Space. Registration also allows us to enter primary account holders who are present and still connected at the end of the Annual Meeting; for the prize giveaway drawing! If you have any issues registering for the Annual Meeting, please contact the Credit Union.

Will I Have To Purchase Or Download Anything? 
There is no Zoom software purchase necessary to participate in the Annual Meeting. If you choose to participate in the Annual Meeting using your computer, tablet, or smart phone, you may be prompted to download the Zoom software to view the video feed from the annual Meeting.

Do I Have To Use A Computer Or Other Electronic Device To Participate In The Annual Meeting? 
If you don’t have a computer, tablet, or smart phone to access the Zoom Virtual Space, you  can still attend the Annual Meeting through the dial-in by phone option. Instructions for the dial-in options will be provided in your Annual Meeting registration confirmation. Members choosing to only dial in by phone will not be seeing the meeting video feed, or have access to all participation options offered through the Zoom software.

Do I need to be present to win one of the prizes? 
In order to win one of the prizes, you must be an attendee in the Zoom meeting. We will draw from the names that are present in the meeting and contact winners via email or phone number provided when registering.

 

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