Sr. Member Relationship Specialist

Senior Membership Relationship Advisor Location:

San Ramon, CA, 94583

Start Date:

April 13th

Pay Rate:

$31/hr (paid weekly) About the Role The Senior Membership Relationship Advisor plays a key role in delivering exceptional, relationship‑based service to members while performing advanced branch banking functions. This position is ideal for a customer‑focused professional who enjoys helping individuals improve their financial well‑being through personalized guidance, lending support, and modern digital banking solutions. In this role, you will build trusted relationships, assess member needs, recommend appropriate financial products, and support branch growth through proactive outreach and community engagement. You'll also serve as a resource for peers and assist with branch operations and events as needed. What You'll Do Deliver a consistent, exceptional member experience during every interaction—both in person and through digital channels Conduct member needs assessments and recommend appropriate financial products and services Advise members on savings strategies, debt management, credit building, lending options, and digital banking tools Accurately process cash and check transactions while adhering to policies, procedures, and fraud‑prevention controls Assist members with consumer loan applications, including document review and credit history gathering Support member outreach efforts, business development events, and community initiatives Handle more complex transactions and serve as a support resource for other branch team members Assist with branch tasks and operational needs as assigned by management Required Skills & Qualifications Strong customer service orientation with a passion for helping others Proven conflict resolution and problem‑solving skills Experience with Microsoft Office and accurate data entry Ability to troubleshoot issues and provide effective member support High attention to detail and commitment to operational accuracy and compliance Comfort working in a member‑facing, branch environment Nice to Have Experience assisting with consumer lending or loan applications Background in financial services, banking, or credit union environments Experience supporting outreach or community engagement events Work Environment Branch‑based, member‑facing role Extensive computer use (up to 8 hours per day) Frequent interaction via phone and digital platforms (Zoom, Teams, etc.) Occasional lifting, pushing, or carrying up to 20 pounds Collaborative team environment with cross‑functional partners Why This Role Matters Improves member financial well‑being through tailored product and service recommendations Drives branch growth through proactive outreach, referrals, and business development events Ensures operational accuracy, compliance, and fraud prevention Strengthens long‑term member loyalty and trust Employee Value Proposition (EVP) This is an opportunity to build meaningful relationships while making a real impact on members' financial health. You'll work in a community‑focused credit union environment that values personalized service, professional growth, and collaboration—while helping individuals reach their financial goals through trusted guidance and modern banking solutions. Upon review of your application, you may be contacted by a TEKsystems recruiter via phone call or email to schedule an interview. Job Type & Location This is a Contract to Hire position based out of San Ramon, CA. Pay and Benefits The pay range for this position is $31.00 - $31.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a fully onsite position in San Ramon,CA.

Application Deadline This position is anticipated to close on Apr 14, 2026. h4>

About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.