Roaming Member Service Representative

2 months ago


Austin, Texas, United States TruWest Credit Union Full time
Empower Members' Financial Journeys

TruWest Credit Union is seeking a skilled Roaming Member Service Representative to join our team. As a key member of our Financial Service Center team, you will play a vital role in assisting members with their financial needs, promoting cross-selling opportunities, and maintaining exceptional customer service standards.

Key Responsibilities:
  • Identify members' financial needs through profiling and promote appropriate products and services to maximize cross-sale opportunities.
  • Understand and perform all Teller-related duties, including verifying information on deposit applications and approving/declining applications for service.
  • Actively manage lobby traffic, providing personalized, professional service to all members, and seeking out opportunities to exceed member expectations.
  • Accurately complete and process product/service/loan applications for review and evaluation, interfacing with members in response to applications submitted.
  • Understand and open all deposit accounts, accurately originating and booking applicable loan products, and completing necessary documentation for application processing.
Requirements:
  • Education: High school diploma or equivalent required.
  • Experience: Minimum one-year Teller II or similar related sales experience at a financial institution.
  • Knowledge and Skills: Good sales and referral abilities, advanced knowledge of TruWest products and services, and strong customer service and interpersonal skills.
What We Offer:
  • Competitive starting pay: $19.11/hr.
  • Opportunities for career growth and professional development.
  • A comprehensive benefits package, including medical, dental, vision, and 401(k) matching.
  • A generous paid time off plan and 11 federal holidays off.

At TruWest Credit Union, we value our employees and strive to create a positive, supportive work environment. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.



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