Member Service Representative

4 months ago

Allen, United States Texans Credit Union Full time

** Member Service Representative**

**Job Category****:** Branch Operations Retail **Requisition Number****:** MEMBE002777 Showing 1 location **Job Details**

**Description**

Serve our members. Develop yourself and your team. Help us be the best credit union in Texas

Texans Credit Union is a $1.5 billion financial institution making our members financial dreams come true for over 60 years. We are member-owned and operated in the Dallas metro area and are looking for people to join our team who love a challenge and enjoy helping others to truly make a difference

Were currently seeking a MEMBER SERVICES REPRESENTATIVE to join Team Texans at our McDermott/Hwy.75 branch in Allen. Your customer service skills, sales focus and can-do attitude are a must. If you love helping people, this may be the right fit for you after all, credit unions were built on the principle of people helping people.

**POSITION OVERVIEW**: In the MEMBER SERVICES REPRESENTATIVE role, you are the primary liaison between the member and the credit union Each day you work with members to determine their financial needs and assist with their requests. Going above and beyond when needed to surprise and delight our members, while delivering top-notch service, is your main goal. Additionally, you have the opportunity to earn monthly and quarterly incentives based on specific sales metrics.

**JOB EXPECTATIONS:**

Act as primary branch contact for service and account maintenance requests, including but not limited to opening new accounts and performing account modifications, fraud reports, check orders, account reconciliations, debit card reissues, and IRA transactions

Obtain expert knowledge of Texans products and services to enhance members financial lives

Maintain updated and accurate information related to Texans systems, policies, procedures, and compliance regulations to ensure safety and soundness of the organization

Promote and educate members on credit union products and services based on member needs that are realized from member interviews

Actively cross-service members based on financial needs and account review

Respond to members requests, problems, and concerns; troubleshoot issues, and/or direct them to the appropriate person for specific information and assistance; may handle more complex questions and problems for other branch team members

Provide back-up support to the branch operations including but not limited to processing teller transactions, implementing floor management, assisting with loan applications, and other duties as assigned

**JOB REQUIREMENTS:** Only applications that meet the following requirements will be considered. Please note : this position is NOT entry-level.

High school diploma or equivalent

Minimum of 6 months experience in a sales and service environment with face-to-face customer interaction and cash handling. Prior financial institution experience preferred.

Minimum of 6 months experience in a goal-orientated sales environment

Successful completion of a credit check, background check and drug screen

**Qualifications**

**Skills**

**Behaviors**

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**Motivations**

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**Education**

**Experience**

**Licenses & Certifications**

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