Contact Center Representative II

Mirastar Federal Credit Union

. Handle member transactions and assist with service and operational duties .

Posted 11/10/2026full-timeSan Jose • California • United StatesJuniorMid-Level💰 $27 - $34 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in member transactions, account maintenance, and compliance with regulatory requirements, including BSA-AML. Proficient in communication and financial analysis tools to effectively assist members and support team operations.

Highest-signal resume keywords

Member Transactions HandlingBSA-AML ComplianceFinancial Analysis ProficiencyStrong Communication SkillsAccount Maintenance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Teller FunctionsAccount MaintenanceCross-Selling ProductsRisk EvaluationResearch Skills

Soft Skills

Verbal CommunicationWritten CommunicationIndependent WorkTask PrioritizationTraining Ability

Tools & Technologies

Microsoft OfficeAdobe AcrobatOnline Research Tools

Industry Keywords

Credit Union PoliciesBank Secrecy ActUSA PATRIOT ActCalifornia Residency

About the role

Key responsibilities & impact

Handle member transactions and assist with service and operational duties
Communicate with members through phone and digital channels
Resolve member issues and answer questions about products, services, and operational procedures
Perform basic teller functions, including deposits, withdrawals, loan payments, and draft stop payments
Perform account maintenance, including closing accounts, transfers, ownership changes, and certificate renewals
Open new membership and subsidiary accounts
Cross-sell products and services within established guidelines
Provide technical and subject matter expertise to team members
Evaluate transactions for risk and make decisions regarding exceptions and adjustments
Assist in training new employees
Ensure operations comply with Credit Union policies, legal and regulatory requirements, and the BSA-AML program
Act as backup for branches and corporate positions as needed
Complete Member Identification Program requirements, new account activity profiles, and suspicious activity reporting
Perform other duties as assigned

Requirements

What you’ll need

High school diploma or GED equivalent
2 to 4 years of related experience and/or equivalent combination of education and experience
Must be located within the state of California
Strong verbal, written, and phone communication skills
Ability to work independently and/or remotely
Ability to perform multiple simultaneous tasks and change priorities efficiently, confidentially, and effectively
Ability to conduct thorough research and escalate issues appropriately
Current knowledge of federal, state, and local regulations, internal policies, procedures, products, and services
Computer literacy and proficiency in financial analysis programs, Adobe Acrobat, online research tools, and Microsoft Office: Word, Excel, PowerPoint, and Outlook
Ability to comply with BSA-AML, Bank Secrecy Act, OFAC, and USA PATRIOT Act requirements
Ability to occasionally lift and/or move up to 10 pounds

Benefits

Comp & perks

Flexible work arrangement may be available
Continuous education opportunities within and outside of the Credit Union
Full-time employment