Branch Service Representative/Member Engagement (Cedar Park)

United Heritage Credit Union Cedar Park , TX 78613

Posted 4 months ago

Location: 1801 E Whitestone Blvd (FM 1431) Cedar Park, TX 78613

Schedule: Flexible availability to work up to 40 hours per week during the business hours between 7:15AM - 6:45PM Monday through Friday and Saturdays from 8:30AM-2:30PM to meet branch scheduling needs.

The Branch Service Representative at United Heritage Credit Union (UHCU) is the first point of contact for our members and serves as a liaison between the member and the credit union. You will monitor lobby traffic to ensure smooth operation and outstanding member service. Each day you will greet, assist and educate members by answering basic checking, saving, loan questions and more. This position builds member loyalty by developing relationships with our members, while generating new business by actively cross-selling credit union products and services.

As a Branch Service Representative with UHCU you'll get to:

  • Greet members and facilitate a welcoming and customer-focused environment.

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

  • Perform routine member transactions including deposits, withdrawals, cash advances, loan payments, transfers, and check cashing.

  • Assist and direct members to the appropriate staff member to open accounts and certificate of deposits.

  • Keep members informed and explain credit union products and services, while actively cross-selling those services and products when appropriate.

  • Maintain a good working relationship with fellow staff members and provide assistance when needed.

What you will need to succeed:

  • Excellent listening ability and verbal communication skills.

  • The ability to find solutions independently.

  • Passion for providing outstanding service to our members.

  • Strong attention to detail, with a focus on accuracy and quality of work.

  • Ability to multitask in a fast-paced environment.

The Requirements:

  • High school diploma or GED equivalent required.

  • At least 1 year of related experience in a sales and service environment with face-to-face customer interaction and cash handling.

  • At least 1 year of experience in a goal-oriented sales environment.

  • Basic knowledge of credit union operations including new accounts, IRAs, loans, and share certificates.

  • Previous financial institution experience is preferred.

  • Bilingual (English/Spanish) is a plus.

UHCU has been in the community for over 60 years, providing superior, personalized service to our members. Founded in 1957, we are an Austin-based credit union with over $1 Billion in assets, 12 branches located throughout Austin and Tyler, Texas, and approximately 210 employees. Our team members voted us as one of the Austin-American Statesman's Top Workplaces for six consecutive years. UHCU goes above and beyond to cultivate a culture of integrity and innovation. Being part of our credit union means being part of our community.

UHCU Offers:

  • Competitive Benefits Package
  • 401(k) options (Pre-Tax and/or Roth)
  • Generous paid time off (PTO)
  • Education Reimbursement Program

Important Note: We take hiring very seriously. Interviewing at UHCU may include phone interviews, as well as 1st & 2nd round interviews. We are unable to follow-up with each and every applicant, but we do our best to run a thorough process for candidates whom we identify as a potential fit. We will be sure to contact you if that is the case!

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Branch Service Representative/Member Engagement (Cedar Park)

United Heritage Credit Union