Member Services Associate jobs in United States
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Federal Home Loan Bank of Dallas · 19 hours ago

Member Services Associate

Federal Home Loan Bank of Dallas is seeking dedicated individuals to join their professional team. The Member Services Associate will assist members by executing transactions, ensuring compliance with regulations, and providing customer service and education regarding membership aspects.

BankingFinancial ServicesLendingPersonal FinanceVenture Capital
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H1B Sponsor Likelynote

Responsibilities

Assists all Members by performing the execution of transactions in accordance with proper analysis and application of established procedures, policies, and regulations. This includes processing transactions such as initiating advances, auctions, capital stock trades, originating domestic and foreign wires, letters of credit and associated confirmations, term deposits and the regeneration of wire transfer PINs
Responsible for ensuring compliance with department internal controls and procedures, the Bank policies, and Federal Housing Finance Agency regulations
Responsible for supporting the Community Investment Cash Advance Programs (CICA). This includes assisting Members in gathering the proper documents and completing applications, reviewing the documents and applications, entering commitments for community investment and economic development advances and funding commitments once all prerequisite steps have occurred
Provide Members with education, customer service and problem solving for all aspects of membership with the Bank, including: advances, auctions, capital stock, collateral, commitments, demand deposit accounts, domestic and foreign wires, letters of credit, letter of credit confirmations, pledges, term deposits, securities safekeeping, wire transfer PINs, and use of the external member portal SecureConnect
Manages the flow of documentation and related communication in and out of the Bank by being the Member’s main point of contact with the Bank through phone and email. This includes assisting Members in obtaining reports, resolving collateral shortages or demand deposit account overdrafts
Assists with writing and troubleshooting new and existing SQL queries and SSRS reports
Assists in the testing of systems and applications used by the Bank and Member Services to deliver products and services to its Members. This includes preparing and carrying out test script steps in development, quality assurance, and production environments
Attends departmental and Bank cross-training to enhance staff and personal skill building. Fulfills additional department requirements such as calling campaigns and conference attendance from time-to-time

Qualification

Financial services knowledgeSQL queriesExcel skillsCustomer serviceAnalytical skillsCommunication skillsTeam playerOrganizational skills

Required

Bachelors or graduate degree in finance, business or related field. or equivalent work experience of 3-5 years in the banking industry
Understanding and working knowledge of the financial services industry
Excellent speaking, listening, telephone and written communication skills; able to display a high level of professionalism, patience and positivity in all interactions; thorough knowledge of PC based applications
A structured and organized team player with the ability to work collaboratively, multitask, and be flexible while working in a high energy environment
Analytical skills include the ability to break down ideas/issues leading to solutions as well as conduct research to uncover answers and provide solutions, resolve conflicts
Intermediate Excel Skills, including the ability to work with multiple worksheets, filter data, use integrate functions, and manipulate databases
Ability to occasionally travel to member locations and/or attend industry functions and conferences

Preferred

FHLBank System knowledge preferred
Understanding SQL code and ability to write and troubleshoot new and existing SQL queries working with a star-schema data warehouse, preferred

Company

Federal Home Loan Bank of Dallas

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Federal Home Loan Bank of Dallas is a bank that specializes in credit products and services in Dallas.

H1B Sponsorship

Federal Home Loan Bank of Dallas has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (8)
2023 (7)
2022 (3)
2021 (12)
2020 (3)

Funding

Current Stage
Growth Stage

Leadership Team

S
Sanjay Bhasin
President & CEO
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E
Eric Blackman
Executive Vice President, Chief Audit Executive
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Company data provided by crunchbase