Experienced Member Service Advisor

2 weeks ago


Round Rock, Texas, United States Velocity Credit Union Full time
Position Overview

Location
Round Rock Branch

Role Summary

Senior Member Service Representative

If you thrive on cultivating relationships, delivering solutions, and guiding members towards their financial aspirations, this role may be ideal for you.

We seek enthusiastic and exceptional individuals who are dedicated to providing remarkable service and financial solutions to our members. If you have a passion for the service sector, enjoy resolving issues while fostering connections that last, this position could be a great fit.

At Velocity, we are devoted to our mission of offering personalized service and distinctive value as a community banking alternative. We take pride in our workplace culture, embody our core values daily, and adhere to the credit union philosophy of People Helping People, which drives our vision of positively impacting our members and their financial journeys.

Key Qualifications:
  • At least 1 year of experience in a financial institution assisting customers either in person or via phone.
  • Strong verbal, written, and listening skills, along with proficiency in standard office applications and equipment.
  • A genuine passion for delivering exceptional customer service coupled with a positive demeanor.
  • Effective time management abilities, including the capacity to prioritize various responsibilities and organize tasks efficiently.
  • Experience in managing negotiable instruments.
  • Capability to thrive in a fast-paced environment with meticulous attention to detail.
  • Commitment to enhancing the customer experience through effective issue resolution.
  • Adaptability to a collaborative team atmosphere where knowledge sharing and constructive feedback are encouraged.
  • Willingness to work branch hours, including weekends.
Role Responsibilities:

As the primary point of contact for our members, you will represent Velocity with professionalism and warmth, delivering outstanding service, addressing financial inquiries, and educating members about products and services that can improve their financial health.

Benefits Offered:

This role provides competitive compensation, comprehensive benefits including medical, dental, and vision coverage, a 401(k) plan with matching contributions, flexible spending accounts, a vibrant work culture, generous paid time off, company-sponsored life insurance and disability coverage, referral bonuses, paid holidays, discounted gym memberships, tuition reimbursement, ongoing training and coaching, opportunities for career advancement, an employee recognition program, family events, and more.

Velocity is an equal opportunity employer (EEO), providing employment opportunities to all employees and applicants without regard to race, color, religion, gender, genetics, sexual orientation, national origin, age, disability, or status as a covered veteran, in accordance with applicable federal, state, and local laws.
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