Member Agent

1 week ago

El Paso, United States White Sands Federal Credit Union Full time

Apply

Description

Summary Description

This position is an ambassador for the credit union with the overall purpose of providing quality and efficiency to members, preferably through digital or electronic means. Responsible for conducting teller transactions, opening new accounts, and for the sales and services of all credit union products and services.

Essential Duties

* Receives checks and cash for deposit to savings and checking accounts, verifies deposit amounts, examines checks for endorsement and negotiability, and posts transactions into bank records via an online terminal
* Cash checks and pays money from savings and checking accounts upon verification of signatures and members' account balances
* Process and post various loan payments
* Prepares and complies with information to open new accounts; ensures signature cards are complete
* Maintain knowledge of deposit accounts, including IRAs
* Obtain member information necessary to send bank wires
* Initiate ACH debit and credit transactions
* Evaluates the needs of potential members and offer appropriate financial products and services
* Troubleshoots and resolves member and internal inquiries in a timely, professional, and accurate manner; advises members of issue status and suggests resolution on account disputes and other account activity
* Promote and offer products and services to current and potential members
* Constantly look for ways to improve processes that will improve the member experience and communicate those ideas to management
* Complies with all federal, state, and organizational policies, procedures, and processes, including (but not limited to) the Bank Secrecy Act (BSA), Patriot Act, Office of Foreign Assets Control (OFAC), and robbery procedures
* Knowledge of regulations and compliance as it applies to member service and loans
* Knowledge of credit union security procedures; immediately notifies department manager of any irregularities
* Performs additional duties as directed by the Assistant Manager or chain-of-command thereof

Requirements

Education/Experience

* High School Graduate or Equivalent
* Two (2) years of lending experience, financial institution preferred
* Four (4) years of financial institution sales experience and/or Call Center experience OR five (5) years of non-financial institution experience and/or Call Center

Tests/Certificates/Licenses

* A simulated skills assessment test may be administered

Skills/Competencies

* Personal computer knowledge; skills in using MS Word, Excel, and PowerPoint
* Ability to calculate figures and amounts (electronically and manually) such as, but not limited to interest, dividends, and percentages, and apply concepts of basic mathematics
* Ability to maintain the confidentiality of work and/or information
* Ability to interpret, adapt, and apply credit union/job/general guidelines and procedures
* Excellent public speaking, verbal, and/or written communication skills (in-person, by telephone, and/or other communication methods currently being utilized)
* Self-motivated and team-oriented qualities
* Conduct yourself in a professional and mature manner
* Ability to proofread and edit accurately
* Ability to organize, prioritize and work well under pressure
* Ability to maintain a high degree of accuracy
* Flexible work and /or travel hours
* Electronic storage and retrieval
* Office electronics (printers, scanners, calculators, fax and copiers)
* Ability to solve problems and make decisions, using logic and analytical skills
* Ability to recognize cross-selling opportunities
* Reliable transportation to travel to a branch office
* Working knowledge of credit union products and services

Physical Demands/Work Environment

* Constantly required to talk and hear
* Constantly required to use close vision, and ability to focus
* Frequently required to sit; to use hands to finger, handle or feel
* Occasionally required to lift or move up to 25-50 lbs.
* Occasionally required to stand and walk; to reach outward/above shoulders; to stoop kneel, crouch, or crawl
* Occasionally required to work outdoors
* Occasionally required to use distance vision, peripheral vision, and depth perception
* Moderate noise level working environment

Salary Description

16.50/hr

  • Agent's Executive Assistant

    3 weeks ago

    El Paso, United States Melanie Hirschmugl - State Farm Agent Full time

    Responsive recruiter Position Overview Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. ResponsibilitiesEstablish customer...

  • Member Agent

    2 weeks ago

    El Paso, United States White Sands Federal Credit Union Full time

    This position is an ambassador for the credit union with the overall purpose of providing quality and efficiency to members, preferably through digital or electronic means. Responsible for conducting teller transactions, opening new accounts, and for Agent, Banking, Business Services, Skills, Electronic, Financial

  • Member Agent

    19 hours ago

    El Paso, United States White Sands Federal Credit Union Full time

    This position is an ambassador for the credit union with the overall purpose of providing quality and efficiency to members, preferably through digital or electronic means. Responsible for conducting teller transactions, opening new accounts, and for Agent, Banking, Business Services, Skills, Electronic, Financial Learn More

  • Sales Representative

    1 week ago

    El Paso, Texas, United States Miguel Serrato - State Farm Agent Full time

    Job OverviewMiguel Serrato - State Farm Agent is seeking a highly motivated Sales Representative to join our team. As a key member of our team, you will be responsible for building and maintaining customer relationships, identifying customer needs, and marketing appropriate products and services.Compensation PackageWe offer a competitive hourly pay plus...

  • Customer Service Representative

    18 hours ago

    El Paso, United States Miguel Serrato - State Farm Agent Full time

    Position Overview: Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.  Responsibilities: Establish customer relationships and...

  • Customer Service Representative

    19 hours ago

    El Monte, United States Jack Boyajian - State Farm Agent Full time

    Benefits:401(k) matchingBonus based on performanceCompany partiesFlexible scheduleHealth insuranceOpportunity for advancementPaid time offParental leaveTraining & developmentVision insuranceWellness resources Position OverviewAre you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a...

  • Customer Relations Representative

    19 hours ago

    El Centro, United States Sierra Jaime - State Farm Agent Full time

    Position Overview: Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.  Responsibilities: Establish customer relationships and...

  • Customer Service Representative

    16 hours ago

    South El Monte, United States ben tran - State Farm Agent Full time

    Position OverviewState Farm Insurance Agent located in South El Monte, CA is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for ben tran - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life...

  • Account Representative

    6 months ago

    El Monte, United States Jack Boyajian - State Farm Agent Full time

    Benefits: 401(k) matching Bonus based on performance Opportunity for advancement Paid time off Vision insurance Competitive salary Flexible schedule Health insurance Position OverviewSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Staff Support. We seek an...

  • Customer Service Representative

    2 months ago

    El Dorado Hills, United States Trek Sinclair - State Farm Agent Full time

    Benefits: 401(k) matching Bonus based on performance Company parties Competitive salary Free food & snacks Opportunity for advancement Paid time off Signing bonus Training & development ROLE DESCRIPTION:As a Customer Service Representative - State Farm Agent Team Member with Trek Sinclair - State Farm Agent,...

  • Account Representative

    2 months ago

    El Dorado Hills, United States Trek Sinclair - State Farm Agent Full time

    Benefits: 401(k) matching Bonus based on performance Company parties Competitive salary Free food & snacks Opportunity for advancement Paid time off Signing bonus Training & development ROLE DESCRIPTION:As Account Representative - State Farm Agent Team Member for Trek Sinclair - State Farm Agent, you are...

  • Customer Experience Ambassador

    1 week ago

    El Paso, Texas, United States Daniel Call - State Farm Agent Full time

    As a vibrant individual who thrives on providing exceptional customer experiences, you may find this role to be the perfect fit for your career journey. Our State Farm independent contractor agent is dedicated to promoting premier insurance and financial service products, offering you the chance to become an integral part of a trusted brand.Position...

  • Business Development Professional

    5 days ago

    El Paso, Texas, United States Robert Truax - State Farm Agent Full time

    Job Opportunity at Robert Truax - State Farm AgentOverview:The Office Representative role within our team is designed to support insurance agents in building and maintaining strong customer relationships. As a key member of our team, you will utilize your exceptional communication skills, attention to detail, and sales acumen to deliver outstanding...

  • Customer Experience Specialist

    1 week ago

    El Paso, Texas, United States Daniel Call - State Farm Agent Full time

    Job OverviewWe are seeking a vibrant individual who thrives on providing exceptional customer experiences. As an Agent Team Member, you will be part of a trusted brand promoting State Farm's premier insurance and financial service products.

  • Airline Ground Support Agent

    1 week ago

    El Paso, Texas, United States GAT Airline Ground Support Full time

    GAT Airline Ground Support is an equal opportunity employer committed to providing a safe and efficient work environment for its employees.Job SummaryWe are seeking a highly motivated and detail-oriented Airport-Ramp Agent to join our team. As a key member of our ground support staff, you will be responsible for loading and unloading aircraft baggage,...

  • Front Desk Agent

    5 months ago

    El Paso, United States Palette Hotels Full time

    Front Desk Agent - Essential Duties and Responsibilities As a Front Desk Agent, hours of operation mid-shift and evening-shift. Assistance of Guests and Guest services to contribute to an overall exceptional experience from check-in through check-out. A Front Desk Agent contributes to the first impressions of our Guests and, therefore, must perform the...

  • Future Opening: Office Representative

    4 days ago

    El Segundo, United States Sanger Insurance Full time

    Office Representative - State Farm Agent Team Member Position Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Office Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable...

  • Customer Service Agent

    6 days ago

    El Paso, United States Sentry Full time

    Our priority is providing exceptional customer service, and we currently have an opening for you to join this exciting team. This is a great opportunity to start or grow your career in a fun, team-focused environment, while facing new challenges to develop professionally. You'll participate in required training activities and learn product and system...

  • Member support representative

    4 weeks ago

    El Paso, United States Teleperformance USA Full time

    Category : Customer Service/SupportAbout TPTeleperformance is a global, digital business services company. We deliver the most advanced, digitally powered business services to help the world’s best brands streamline their business in meaningful and sustainable ways.With more than 500,000 inspired and passionate people speaking more than 300 languages, our...

  • Member support representative

    4 weeks ago

    El Paso, United States Teleperformance USA Full time

    Category : Customer Service/SupportAbout TPTeleperformance is a global, digital business services company. We deliver the most advanced, digitally powered business services to help the world’s best brands streamline their business in meaningful and sustainable ways.With more than 500,000 inspired and passionate people speaking more than 300 languages, our...