Member Services Associate

2 weeks ago


Sugar Land, Texas, United States US Tech Solutions Full time

Duration: 3 months

Job Overview:

The Member Services Associate acts as a vital link between members and the credit union. In this role, you will:

Provide comprehensive account information through various channels, ensuring members are well-informed about the complete range of credit union offerings.

Facilitate the opening of new accounts for members.

Address and resolve member inquiries and concerns with professionalism and care.

Deliver credit union services in alignment with established procedures.

Safeguard all member information with the utmost confidentiality.

This position requires interaction with the public and seeks a detail-oriented, service-focused, and approachable individual.

Key Responsibilities:

Welcome members and visitors to the credit union in a courteous manner. Provide prompt, efficient, and accurate service in transaction processing.

Respond to member inquiries, concerns, and requests through various communication methods in a timely and professional manner.

Assist members with issues related to their plastic cards, including mailing replacements when necessary.

Open new accounts and manage existing ones, ensuring all necessary information is provided to members.

Promote credit union products and services tailored to member needs.

Conduct account maintenance as requested, ensuring proper documentation and authorization.

Serve as a backup for the Teller Line as needed.

Explain and promote additional credit union services as required.

Answer incoming calls and provide requested information to members.

Maintain the confidentiality and integrity of member information.

Ensure compliance with all relevant policies, procedures, and regulations, including the Bank Secrecy Act and the Patriot Act.

Perform other related duties as assigned.

Required Experience:

A minimum of 2 years of customer service experience within a financial institution is essential.

Previous experience in cash handling is required.

Additional Skills:

Ability to perform job functions independently or collaboratively with limited supervision.

Proficient in following written and oral instructions accurately.

Clear communication skills, with the ability to present information logically and understandably.

Basic math skills and accurate spelling at a high school graduate level are necessary.

Capable of interacting calmly and professionally with diverse personalities at various organizational levels, demonstrating exceptional customer service and discretion.

Ability to manage responsibilities with composure under pressure and meet deadlines with precision and quality.

Competent in handling multiple, simultaneous, and shifting priorities effectively.

High level of discretion regarding confidential matters, both internal and external.

Education:

High school diploma is required.



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