Clera home
·Dashboard

Jobs at 1st United Credit Union (Now Hiring) — 2 open

1st United Credit Union logo1st United Credit Union

Part-Time Financial Services Representative

Livermore, California, United States · On-site

$22/hr–$27/hr

Entry level

Let's get you a career. We believe in our employees, and we want them to believe in us. That’s why we provide job training, skill development, and the opportunity to grow with us! At 1st United Credit Union, we are commi…

Skills: Customer Service, Financial Consulting, Loan Processing, Account Maintenance, Communication Skills

1st United Credit Union logo1st United Credit Union

Branch Manager II

Pleasanton, California, United States · On-site

$90k–$97k/yr

Senior

Let's get you a career. We believe in our employees, and we want them to believe in us. That’s why we provide job training, skill development, and the opportunity to grow with us! At 1st United Credit Union, we are commi…

Skills: Personnel Management, Performance Coaching, Business Outreach, Financial Consulting, Operational Procedures

1st United Credit Union logo

Part-Time Financial Services Representative

1st United Credit Union

Livermore, California, United States • On-site

Apply
Entry level

Tired of cold applications?

Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.

  • $22/hr–$27/hr
  • Part-time
  • high school
  • Job Training, Skill Development
  • Posted 1d ago
  • ~40 hrs/week

Responsibilities

Consult with members to identify financial needs and recommend appropriate products and services. Perform advanced transactions including loan signings, retirement accounts, and membership maintenance while supporting branch goals.

Requirements

Requires a high school diploma and at least one year of similar customer service experience. Candidates must be available to work Saturdays and possess strong organizational and communication skills.

Full job description

Let's get you a career.

We believe in our employees, and we want them to believe in us. That’s why we provide job training, skill development, and the opportunity to grow with us!

At 1st United Credit Union, we are committed to improving the quality of life for our members and communities we serve across the East Bay and Tri-Valley areas.

Reporting to the Retail Branch Manager, the Financial Services Representative's primary responsibilities are to consult with members to identify needs, recommend products and services, offer solutions and ensure pending transactions are completed in a timely manner. They will assist potential and current members in opening new memberships, introducing loan products and ability to transition a member/non-member to the appropriate employee as necessary.

Primary Responsibilities:

  • Performs advanced transactions such as retirement accounts, loan signings, membership account maintenance, online banking and mobile banking. Ensure branch documents are completed, imaged and audited
  • Performs transactions using our core system as requested by members. Provide recommendations or feedback to management for process improvement. Utilize credit union resources to assist with member inquiries or perform credit union processes.
  • Supports branch goals by identifying and recommending products and services to members, open new memberships accurately and offering basic loan products during new membership enrollment and during daily interactions with members
  • Assists with branch opening and closing procedures including cash replenishment and servicing of cash devices. May also assist from time to time at other branch locations or departments as needed
  • Completes all required training and compliance courses. Supports and participates in Volunteerism and Credit Union activities
  • Other duties as assigned

Prerequisites:

  • Must be available to work Saturdays
  • Excellent written and oral communication skills
  • Strong organizational, problem-solving, and analytical skills
  • Detail oriented
  • Basic knowledge of MS Office Suite
  • This position requires at least one year of similar customer service experience
  • High School diploma or equivalent
 

Hourly Wage will range from $22.00/hour to $27.00/hour. Wages posted are for grades 6F and 7F and will depend on experience.

1st United Credit Union is an Equal Opportunity Employer


Related keywords

Financial ServicesCredit UnionRetail BankingLoan ProductsMembership EnrollmentCore Banking SystemComplianceCash ReplenishmentRetirement AccountsMobile Banking

About 1st United Credit Union

LinkedInVisit site

We believe in local, neighborly banking and hope you do too.

Industry
Financial Services
Company size
51-200 employees
Founded
1932
Headquarters
Pleasanton, CA
LinkedIn followers
2,018

It doesn’t get simpler, faster, or friendlier than 1st United Credit Union. As one of the first credit unions in California, 1st United Credit Union was founded in 1932 and has been thriving in the San Francisco East Bay Area ever since. We believe in local, neighborly banking and hope you will too. Membership is available to anyone who lives, works, or attends school in Alameda, Contra Costa, San Joaquin, Solano, Stanislaus, or Kings Counties in California. For more information, visit 1stunitedcu.org. Federally Insured by NCUA | Equal Housing Lender

Offices: 5901 Gibraltar Drive, Pleasanton, CA 94588, US · 2680 5th Street, Ste. A, Alameda, CA 94501, US · 6300 College Ave, Ste. 110, Oakland, CA 94618, US · 2710 Mowry Ave, Fremont, CA 94538, US · 2175 Milvia Street, Berkeley, CA 94704, US

Credit UnionBankingAuto LoansVisaand Home LoansBankingFinancial ServicesCredit
View all jobs at 1st United Credit Union

About 1st United Credit Union

LinkedInVisit site

We believe in local, neighborly banking and hope you do too.

Industry
Financial Services
Company size
51-200 employees
Founded
1932
Headquarters
Pleasanton, CA
LinkedIn followers
2,018

It doesn’t get simpler, faster, or friendlier than 1st United Credit Union. As one of the first credit unions in California, 1st United Credit Union was founded in 1932 and has been thriving in the San Francisco East Bay Area ever since. We believe in local, neighborly banking and hope you will too. Membership is available to anyone who lives, works, or attends school in Alameda, Contra Costa, San Joaquin, Solano, Stanislaus, or Kings Counties in California. For more information, visit 1stunitedcu.org. Federally Insured by NCUA | Equal Housing Lender

Offices: 5901 Gibraltar Drive, Pleasanton, CA 94588, US · 2680 5th Street, Ste. A, Alameda, CA 94501, US · 6300 College Ave, Ste. 110, Oakland, CA 94618, US · 2710 Mowry Ave, Fremont, CA 94538, US · 2175 Milvia Street, Berkeley, CA 94704, US

Credit UnionBankingAuto LoansVisaand Home LoansBankingFinancial ServicesCredit
View all jobs at 1st United Credit Union

Similar companies hiring

JPMorganChase (2464)HSBC (2311)Wells Fargo (1644)Citi (1459)H&R Block (1412)Satori Mortgage (NMLS: 4190) (959)PNC (908)BMO (797)Truist (789)Tata Capital (785)State Street (579)WealthBridge Financial Group (568)
Clera home

Your AI-talent agent. Connecting talents with dream jobs.

Earn $5,000

Tools

  • Salary Calculator
  • Resume Review
  • Startup Map

Explore

  • Jobs
  • Discover Jobs
  • Companies
  • Acquihire
  • Referral

Company

  • Manifesto
  • Engineering
  • We are hiring!
  • FAQs
  • Blog
  • Press

Tools

  • Salary Calculator
  • Resume Review
  • Startup Map

Explore

  • Jobs
  • Discover Jobs
  • Companies
  • Acquihire
  • Referral

Company

  • Manifesto
  • Engineering
  • We are hiring!
  • FAQs
  • Blog
  • Press

© 2026 Clera Labs, Inc.

PrivacyTermsBug Bounty