Member Service Assistant

2 weeks ago


Corpus Christi, United States Rally Credit Union Full time

**PRIMARY OBJECTIVE OF POSITION**

Responsible for establishing new and increasing existing member account relationships through sales and referrals. Serves as an initial sales and service contact for new and existing members.

Provide backup administrative tasks for credit union staff to ensure timely delivery of services to membership and contacts.

**ESSENTIAL JOB FUNCTIONS**

**SERVICE**
- Maintains excellence in delivering member service and exceeding the credit union and department service standards.
- Perform daily responsibilities along with knowledge of opening and closing accounts, debit cards, servicing members, and processing stop payments, wire transfers, placing check orders, processing special instructions on accounts, e-services and performing general file maintenance and researching transactions.
- If applicable, provide access and servicing to safe deposit box for members.

**SALES**
- Providing a consultative sales approach to meet our member's financial needs by proactively identifying opportunities to cross-sell and up-sell beneficial products and services.
- Fostering a teamwork attitude to ensure all credit union goals and objectives are achieved.
- Consistently meet or exceed sales goals as set by management by effectively and efficiently cross-selling credit union products and services to both current and potential members.
- Responsible for referring sales opportunities to other lines of business.

**COMPLIANCE & REGULATIONS**
- Maintain accurate data entry regarding member records, maintenance, and transactions; have the ability to find and correct errors.
- Ensure the protection of the credit union’s interest in matters of adequate documentation; includes but not limited to loan, title work, and account packets.
- Adherence to security, internal control procedures, policies and applicable laws and regulations.
- Adhere to mandatory compliance, product, and credit union training.

***

**All other duties as assigned.**

**RELATIONSHIPS AND CONTACTS**

**Reports To**:Branch Manager

**Contacts**:Frequent contact with members and other departments face to face and by telephone.

**EDUCATION**

Requires a High School Diploma or GED

**EXPERIENCE**

One (1) year experience in assessing and meeting member needs, with 6 months of financial/banking/CU experience preferred.

**PHYSICAL**

Position involves wrist/hand manipulation, restriction to workstation for extended periods of time. May be required to stand for extended periods of time. Vision abilities required by this job include close vision for frequent viewing of computer monitor and review of documents. Communication abilities required by this job incudes clarity in speech and hearing for effective staff/member interaction. Must be flexible and willing to travel or relocate to different branches, as scheduled, or needed.

**MENTAL**

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must have a strong ability to read and carry out various written instructions and follow oral instructions. Must have a strong ability to speak clearly and deliver information in a logical and understandable sequence. The ability to anticipate member needs, initiate assistance, make recommendations of appropriate products/services. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

**EQUIPMENT SKILLS**

Personal computer with windows environment, ATM/ITM, scanner, and cash advance machine, calculator, copy machine, Debit card imprinter.

**The above statements reflect the general details considered necessary to decide the principal functions of the job identified and shall not be construed as detailed description of all work requirements that may be inherent in the job.



  • Corpus Christi, Texas, United States Taymax Group Full time

    Corpus 4220 S Staples St, Corpus Christi, TX , United States of America Pay : $ $10.50 It's fun to work in a company where people truly BELIEVE in what they're doing We're committed to bringing passion and customer focus to the business. We are looking for a Member Services Representative to join our team This position will be responsible for creating a...


  • Corpus Christi, United States Taco Bell Full time

    Food Service Team Member Corpus Christi, TX You are applying for work with a franchisee of Taco Bell, not Taco Bell Corp. or any of its affiliates. Franchisees are independent business owners who set their own wage and benefit programs that can vary among franchisees. Basic Function: As a Food Service Team Member you will assist with front line food...


  • Corpus Christi, United States Rally Credit Union Full time

    **Position Summary**: Make consumer loans, following current policies concerning loans as set by the Board of Directors, and meet performance targets for loan production and cross-sales of products. Determine the member's needs, tailoring credit products to meet their unique financial needs and goals. Cross sell all products and services while adhering to...


  • Corpus Christi, Texas, United States Wingstop Restaurants Full time

    Wingstop Ayers Rd Ste 102 - [Crew Member / Counter Service] As a Guest Service Team Member @ Wingstop, you'll be responsible for delivering World Class service by: Acting as the face and the voice of Wingstop to all of Guests who walk into the restaurant; Providing Guests with authentic, positive and genuine experiences; Interacting withGuests by greeting...


  • Corpus Christi, United States Touchstone Communities Full time

    Coastal Palms Nursing and Rehabilitation Social Services Assistant It'smore than a job, it's calling! The Social Services Assistant will promote the highest level of mental, emotional, social, physical, and psychological well-being of each resident while supporting the same with family members and teammates. Adhere to state and federal regulations...


  • Corpus Christi, United States Navy Federal Credit Union Full time

    To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificate IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision. Provide...


  • Corpus Christi, United States Touchstone Communities Full time

    Coastal Palms Nursing and Rehabilitation Social Services Assistant   It's more than a job, it's calling! The Social Services Assistant will promote the highest level of mental, emotional, social, physical, and psychological well-being of each resident while supporting the same with family members and teammates.  Adhere to state and federal regulations...


  • Corpus Christi, United States Touchstone Communities Full time

    Coastal Palms Nursing and Rehabilitation Social Services Assistant   It's more than a job, it's calling! The Social Services Assistant will promote the highest level of mental, emotional, social, physical, and psychological well-being of each resident while supporting the same with family members and teammates.  Adhere to state and federal regulations...


  • Corpus Christi, United States Touchstone Communities Full time

    Coastal Palms Nursing and Rehabilitation Social Services AssistantIt's more than a job, it's calling! The Social Services Assistant will promote the highest level of mental, emotional, social, physical, and psychological well-being of each resident while supporting the same with family members and teammates. Adhere to state and federal regulations operating...


  • Corpus Christi, United States Navy Federal Credit Union Full time

    Overview To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificate IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision....


  • Corpus Christi, United States Navy Federal Credit Union Full time

    Overview To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificate IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision....


  • Corpus Christi, United States Navy Federal Credit Union Full time

    Overview To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificate IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision....

  • Service Assistant

    4 weeks ago


    Corpus Christi, United States Denny Full time

    Denny's - 5165 Interstate 37 [Busser / Porter / Cleaner] As a Service Assistant at Denny's, you'll: Play a special role in the overall operation of the restaurant; Bus and clean guest tables; Operate and maintain the dish room; Clean and organize the back of house; Maintain and service restrooms...Hiring Immediately >>

  • FOH/BOH Team Member

    3 days ago


    Corpus Christi, United States Chick-fil-A La Palmera Mall Full time

    Job DescriptionJob DescriptionChick-fil-A La Palmera Mall is currently looking for Front of House and Back of House Team Members. Our Restaurant Customer Service / Cashier / FOH Crew Member / Team Members are the face of our company and are the first step in providing quality service and hospitality to our guests.The Front of House Team Member's...

  • FOH/BOH Team Member

    4 weeks ago


    Corpus Christi, United States Chick-fil-A La Palmera Mall Full time

    Job DescriptionJob DescriptionChick-fil-A La Palmera Mall is currently looking for Front of House and Back of House Team Members. Our Restaurant Customer Service / Cashier / FOH Crew Member / Team Members are the face of our company and are the first step in providing quality service and hospitality to our guests.The Front of House Team Member's...

  • Team Member

    4 weeks ago


    Corpus Christi, United States Wingstop Part time $12 - $16

    If you have experience in hosting or working in the restaurant business your pay starts at 13.00/hr.Regular pay starts at 12.50/hr. Regular bonuses Part-time and full-time available.Can you provide Over Top Customer Service?Job Description:We offer a pleasant work environment and flexible schedules. Join our team and enjoy great opportunities for growth and...

  • Insider/Crew Member

    2 weeks ago


    Corpus Christi, Texas, United States Marcos Pizza Full time

    Founded in Oregon, Ohio, just outside of Toledo, we've been serving primo pizza since 1978. We got here by doing things the Italian way, because when your founder is a native Italian, you take pride in serving authentic Italian quality. Our dedication to quality has made us one of the fastest growing pizza chains in America, providing plenty of primo moments...


  • Corpus Christi, United States Enrique Espinoza - State Farm Agent Full time

    Job DescriptionJob DescriptionPosition OverviewAre 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...


  • Corpus Christi, United States City of Corpus Christi, TX Full time

    Summary We welcome and appreciate your interest in employment with the City of Corpus Christi. We are an equal opportunity employer; no information obtained during the recruitment or selection process is intended for any discriminatory purposes. Pay This position is a salary position at pay grade 312. Attendance Non-rotating 40-hour work week, Monday -...


  • Corpus Christi, United States Party City Full time

    Location: Location: Party City Team Member (Sales Associate) in Corpus Christi, TX at Party City **Location:** **Experience:** Not Specified **Job Description** **COME JOIN THE PARTY** At PCHI, we create joy for our customers by making it easy to create unforgettable memories. We are C*ustomer Obsessed.* Our Team Members lead by example and possess the...