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Credit Union of Texas · 2 months ago

Member Service Specialist - Branch Operations

DeSoto, TX

Full-time

Onsite

Entry Level

1+ years exp

Credit Union of Texas is dedicated to delivering an unexpected experience to its members. The Member Service Specialist is responsible for assisting members with account transactions, managing lobby traffic, and identifying financial needs to recommend appropriate solutions.

BankingConsultingFinancial Services

Responsibilities

Receive and process member requests for (but not limited to) the following transactions:

Debit card origination and replacement

Medallion stamp and notary services

Account and loan statements

Safe deposit box access

Direct payments

Online banking inquiries

Copy services

Deposit transactions

Account research and maintenance

Coin machine, including bag change and replenishment

Collect outstanding loan documents and check for accuracy before scanning the documents to the official record system and/or sending the documents to the corporate location for processing

Demonstrate enthusiastic support of Credit Union of Texas’s vision, core values, employee creed, and long term objectives. A key component of this is to “deliver an unexpected experience” by consistently providing outstanding service to internal and external members with every interaction

Regularly follow up with members to ensure that the required level of service is met regarding the member’s knowledge/ability to effectively use the products/services, and to continue to offer appropriate CUTX solutions

Meet or exceed established service goals

Ensure up-to-date knowledge of products and services by attending required training, retaining notifications of changes, and familiarity with all account/loan disclosures

Remain compliant with Bank Secrecy Act/Anti-Money Laundering, Office of Foreign Assets Control and USA PATRIOT Act as they apply to the duties of the position

Comply with Regulation CC and security procedures, including robbery and hold-up procedures

Protect member information and other sensitive information by maintaining confidentiality while adhering to the credit union’s privacy policy

Comply with Living the Brand standards and all policies and procedures of Credit union of Texas

Qualification

Member-centric serviceEffective communicationProblem-solving skillsBasic mathematical skillsComputer proficiencyCoaching acceptanceTeamworkIntegrity

Required

High school diploma or general education degree (GED)

Minimum 1-2 years or more of similar or related experience

Must have the ability to multi-task and work under the pressure of deadlines

Effective verbal communication and written communication skills

Cognitive thinking, problem-solving skills, and sound decision-making

Excellent member-centric service skills

Tact and diplomacy when communicating with internal and external members

Basic mathematical skills as it relates to the financial industry

Ability to maintain an attitude of positivity, teamwork and cooperation with internal members

Competence with computer programs, telephone, 10-key calculator, and other office machinery

Goal oriented and ability to stay on task in a fast-paced environment

Character built on integrity and sincerity; relatable

Embrace coaching and training administered by leadership

Remain compliant with Bank Secrecy Act/Anti-Money Laundering, Office of Foreign Assets Control and USA PATRIOT Act as they apply to the duties of the position

Comply with Regulation CC and security procedures, including robbery and hold-up procedures

Protect member information and other sensitive information by maintaining confidentiality while adhering to the credit union's privacy policy

Comply with Living the Brand standards and all policies and procedures of Credit union of Texas