ALLIANCE Credit Union Texas · 23 hours ago
Training Specialist / Member Service Officer
San Antonio, TX
Full-time
Onsite
New Grad, Entry LevelALLIANCE Credit Union Texas is seeking a Training Specialist I and Member Service Officer to facilitate effective training experiences and provide professional service to members. The role involves delivering training, coordinating resources, and performing teller functions while ensuring member satisfaction and accurate transactions.
FinanceBankingFinancial Services
Hiring Manager
Samuel Wilson
Responsibilities
Facilitating effective training experiences that prepare employees to succeed in their roles
Delivering training through in-person, on-the-job, and virtual formats
Supporting Training Department initiatives by coordinating training, maintaining resources, and reinforcing learning through post-training coaching
Collaborating with the Training Team Lead and Training Specialist II to support and enhance training programs
Identifying opportunities to improve training delivery and contribute to a culture of continuous learning
Serving the members of Alliance Credit Union with professional, courteous service
Performing all teller functions proficiently
Solving basic member problems and/or helping with member questions or work-related matters
Efficiently handling member needs and accurate transactions
Performing account maintenance
Maintaining dual control standards
Opening and servicing accounts for members, interviewing and professionally handling member’s daily needs
Opening and providing account maintenance for services such as basic IRA functions, share certificates, money markets, and share draft accounts
Being well versed in more complex account structures including representative payee accounts, sole proprietorship accounts and other complex ownership
Providing basic loan information and providing loan referrals
Qualification
Required
Facilitating effective training experiences
Delivering training through in-person, on-the-job, and virtual formats
Coordinating training and maintaining resources
Reinforcing learning through post-training coaching
Collaborating with the Training Team Lead and Training Specialist II
Supporting and enhancing training programs
Identifying opportunities to improve training delivery
Contributing to a culture of continuous learning
Serving members of Alliance Credit Union with professional, courteous service
Performing all teller functions proficiently
Solving basic member problems and/or helping with member questions or work-related matters
Efficient handling of member needs and accurate transactions
Performing account maintenance
Maintaining dual control standards
Opening and servicing accounts for members
Interviewing and professionally handling member's daily needs
Opening and providing account maintenance for services such as basic IRA functions, share certificates, money markets, and share draft accounts
Being well versed in more complex account structures including representative payee accounts, sole proprietorship accounts and other complex ownership
Providing basic loan information and providing loan referrals
Company
ALLIANCE Credit Union Texas
ALLIANCE Credit Union is committed to improving the quality of life of its members by providing the best available financial services within the realm of sound business practices.
Founded in 1940
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Matt Grannan
President / CEO
Clay Beardemphl
Chief Financial Officer
Company data provided by crunchbase