Member Service Representative

Texas Credit Union Mckinney , TX 75071

Posted 2 months ago

Ready to work with the best? Join Team Texans! If out-of-this-world customer service and helping others is your passion, then we should talk!

Texans Credit Union is a $1.5 billion financial institution making our members' financial dreams come true for over 60 years. We are member-owned and operated in the Dallas metro area and are looking for people to join our team who love a challenge and enjoy helping others to truly make a difference!

We're currently seeking a MEMBER SERVICES REPRESENTATIVE to join Team Texans at our Spring Creek branch in Plano. Your customer service skills, sales focus and can-do attitude are a must. If you love helping people, this may be the right fit for you after all, credit unions were built on the principle of people helping people.

POSITION OVERVIEW: In the MEMBER SERVICES REPRESENTATIVE role, you are the primary liaison between the member and the credit union! Each day you work with members to determine their financial needs and assist with their requests. Going above and beyond when needed to surprise and delight our members, while delivering top-notch service, is your main goal. Additionally, you have the opportunity to earn monthly and quarterly incentives based on specific sales metrics.

JOB EXPECTATIONS:

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

  • Obtain expert knowledge of Texans' products and services to enhance members' financial lives

  • Maintain updated and accurate information related to Texans' systems, policies, procedures, and compliance regulations to ensure safety and soundness of the organization

  • Promote and educate members on credit union products and services based on member needs that are realized from member interviews

  • Actively cross-service members based on financial needs and account review

  • Respond to members' requests, problems, and concerns; troubleshoot issues, and/or direct them to the appropriate person for specific information and assistance; may handle more complex questions and problems for other branch team members

  • Provide back-up support to the branch operations including but not limited to processing teller transactions, implementing floor management, assisting with loan applications, and other duties as assigned

JOB REQUIREMENTS: Only applications that meet the following requirements will be considered. Please note: this position is NOT entry-level.

  • High school diploma or equivalent

  • Minimum of 6 months' experience in a sales and service environment with face-to-face customer interaction and cash handling. Prior financial institution experience preferred.

  • Minimum of 6 months' experience in a goal-orientated sales environment

  • Successful completion of a drug screen, credit check and background check

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