Branch Service & Loans Specialist

Texas Bay Credit Union; Houston (TX); On-site; USD 23,000 - 30,000; Full time

Job summary

Texas Bay Credit Union is seeking a Full Time Branch Representative in Houston, TX. The role provides member service support to Tellers and Financial Services Representatives while delivering an exceptional experience.

The position involves handling deposits, loans, account maintenance, and daily cash drawer balancing in a fast-paced environment. Requires 1–3 years of related experience and high school education or GED.

Qualifications

• High school education or GED.
• 1–3 years of similar or related experience.
• Minimum one-year cash handling and customer service experience.
• Proficient in MS Office and computer skills.
• Completion of required training courses.

Responsibilities

• Provide prompt and courteous service to members by following established TBCU member service expectations.
• Perform all account maintenance for members including debit cards, stop payments, wire transfers, and opening/closing accounts.
• Process consumer loans from start to finish with documentation for approval and related steps.
• Provide credit counseling to members and suggest actions to improve their credit score.
• Resolve member issues or complaints, escalating when needed to Assistant Branch Manager or Branch Manager.
• Promptly prepare, process, and close home equity loans per policy.
• Daily management of CVIEW tickets including researching and resolving errors.
• Follow all TBCU policies and procedures including proper member identification and OFAC obligations.
• Maintain knowledge of all TBCU products, policies, promotions and services.
• Educate members on CU products and services by identifying personal and financial goals.
• Process transactions such as deposits, withdrawals, loans, transfers, and card transactions.
• Balance cash drawer daily and maintain security of cash drawer and teller number.
• Participate in the Performance Reward Program.
• Maintain and project the Credit Union's professional reputation.

Skills

Cash handling

Customer service

MS Office

Education

High school diploma or GED

Tools

MS Office

Computer skills

Job description

Texas Bay Credit Union is seeking a Full Time Branch Representative in Houston, TX. The role provides member service support to Tellers and Financial Services Representatives while delivering an exceptional experience.

The position involves handling deposits, loans, account maintenance, and daily cash drawer balancing in a fast-paced environment. Requires 1–3 years of related experience and high school education or GED.