Roaming Member Service Representative II

4 weeks ago

Austin, Texas, United States Truwest Credit Union Full time
Job Summary

We are seeking a highly motivated and customer-focused Roaming Member Service Representative II to join our team at TruWest Credit Union. As a key member of our Financial Service Center team, you will be responsible for providing exceptional service to our members, promoting our products and services, and contributing to the growth and success of our organization.

Key Responsibilities
  • Assist members with TruWest product, service, and account information, providing personalized solutions to meet their financial needs.
  • Perform teller duties, including opening new accounts, deposit products, and loan processing, while ensuring compliance with credit union policies and procedures.
  • Actively manage lobby traffic, providing exceptional service to members and seeking opportunities to exceed their expectations.
  • Accurately complete and process product/service/loan applications, interfacing with members and ensuring timely resolution of their requests.
  • Understand and open all deposit accounts, accurately originating and booking applicable loan products, and completing necessary documentation for application processing.
  • Consistently educate members about their financial choices, responding to their needs by offering appropriate financial products and services.
  • Perform Notary and Signature Guarantee transactions, adhering to all credit union policies and procedures.
  • Responsible for successful outbound sales calls to existing and potential members, answering incoming calls, and assisting members with their requests.
  • Create and maintain their own "book of business," following up with applicable members in regular intervals and coming up with ideas for successful sales opportunities.
Requirements
  • Requires education associated with a high school diploma and passing of certifications, A – D of the TruAchievement financial service center Program (if participating in this program).
  • Minimum of one-year Teller II or similar related sales experience at a financial institution.
  • Advanced knowledge of TruWest products, services, and account requirements, as well as basic lending regulations.
  • Ability to perform math calculations with a high degree of accuracy, good attention to detail, and good knowledge of negotiable instrument elements.
  • Intermediate to advanced knowledge of the TruWest computer system and advanced PC skills.
  • Good verbal and written communication skills, strong customer service and interpersonal skills, and ability to work with little or no supervision.
Work Environment

This position requires occasional travel between our Financial Service Centers for coverage. The home branch is Howard Lane, and the individual must be able to work a flexible schedule and maintain a professional image at all times.

We offer a competitive salary, first-day medical, dental, vision, and 401(k) benefits, as well as a generous paid time off plan and observance of all 11 Federal Holidays. If you are a motivated and customer-focused individual who is eager to build genuine connections with members and contribute to the growth and success of our organization, we encourage you to apply for this exciting opportunity.

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