Position: Member Service Representative (Full-Time, In-Person)
Location: Walnut Creek, CA

At Kaiperm Credit Union, we’re not your average financial institution. We’re a not-for-profit, people-first community built exclusively for employees, retirees, and volunteers of Kaiser Permanente and their family members.

We’ve been proudly helping the KP family thrive financially for over 65 years and we’re growing fast! Our goal is simple: to make a meaningful difference in our members’ lives, one conversation at a time.

Why You’ll Love Working Here

We take care of our employees the same way we take care of our members- with heart, trust and support.

Here’s what you can look forward to:

• Fully paid health insurance premiums for employees
• Quality medical, dental, and vision coverage
• 401(k) matching up to 5% of salary
• Life insurance
• Generous paid time off and paid holidays
• Education reimbursement
• Incentive and bonus programs to reward your hard work
• Employee loan discounts
• A supportive culture where your ideas matter

Our Mission & Vision

Mission: Dedicated to delivering trusted, convenient, comprehensive and lifelong financial relationships, exclusively for employees, doctors and their family members of The Kaiser Permanente Family.
Vision: Helping members of the KP families thrive financially for life.

About the Role

Do you love helping people and making a difference every day? Then you’ll fit right in.

As a Member Service Representative (MSR), you’ll be the friendly face our members look forward to seeing. You’ll help them open accounts, learn new digital tools, and make confident financial decisions. Every day brings new opportunities to connect, serve, and grow.

What You’ll Do

• Deliver outstanding service and create genuine connections with members.
• Adhere to Credit Union policies, procedures, compliance, safety, and security standards
• Help members open and manage accounts
• Complete members requests and transactions with accuracy and care.
• Educate members about products and services that make their lives easier.
• Support marketing campaigns and share the benefits of credit union membership.
• Collaborate with your team to keep our branch running smoothly.
• Manage and balance cash drawer and secure negotiables.
• Assist with Vault and ATM duties as needed.
• Help members with Online Banking and third-party applications.
• Be a positive part of a workplace that truly values people helping people.

What You’ll Bring to the Team

At Kaiperm, we believe great people make all the difference. We welcome candidates from all backgrounds and are proud to be an Equal Opportunity Employer committed to diversity, inclusion, and belonging.

Education:

• High School diploma, GED, or equivalent experience (required)
• Some college preferred but not required

Experience:

• Minimum 1 year of banking or credit union experience
• Minimum 1 year of customer service experience
• Cash-handling experience strongly preferred

Knowledge, Skills & Abilities:

• A genuine passion for helping people and providing exceptional service
• Strong communication skills, both verbal and written
• Ability to build trust and rapport with members and teammates
• Solid problem-solving and decision-making skills
• High attention to detail, accuracy, and organization
• Comfortable handling multiple priorities in a fast-paced environment
• Flexible, adaptable, and ready to learn new things
• Sound math and analytical abilities
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Familiarity with credit union or banking products, services, and regulations is a plus

Physical Requirements:

• Primarily a seated role with some movement throughout the day
• Ability to lift up to 15 pounds occasionally
• Corrected vision and hearing within the normal range.
• Manual dexterity to operate standard office equipment

Ready to Love Where You Work?

If you’re looking for a workplace that’s warm, inclusive, and mission-driven, where your work truly makes a difference, you’ll love being part of Kaiperm.

Apply today and help members of the Kaiser Permanente family thrive financially for life!

Pay: $18-23 per hour
Hours: Full-time (40 hours per week)
Location: In-person, Walnut Creek, CA

Apply now