Member Advocate Team Lead

Members Choice Credit Union; Houston (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

Members Choice Credit Union seeks a Full Time Admin Support Worker in Houston, TX to join the Member Advocate Team Lead role. You will deliver outstanding member service, process financial transactions accurately, and mentor branch staff as needed.

The position requires strong communication, cash handling expertise, and the ability to manage multiple tasks while ensuring compliance with credit union policies and procedures.

Qualifications

• Delivers member-focused service with accuracy and professionalism.
• Demonstrates strong math and cash balancing skills.
• Handles routine banking transactions and inquiries per policy.

Responsibilities

• Provide prompt, professional service to members and associates.
• Process deposits, loan payments and other financial transactions.
• Open memberships (IRA, Business accounts, Fiduciary, POA) and issue cards.
• Maintain and update member information; handle account maintenance and fraud claims.
• Balance cash at end of day and assist with branch management tasks.
• Support training, compliance and staff meetings; participate in community activities.

Skills

Member Centric Service

Cash Handling

Time Management

Verbal & Written Communication

Team Leadership

Education

High School Diploma or GED

Tools

Microsoft Office

Excel

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Admin Support Worker Houston, TX, US

5 days ago Requisition ID: 1523

General Job Description

The Member Advocate Team Lead is responsible for providing excellent member service and accurate processing of financial transactions, resolve issues and answer questions for members and associates; to identify and suggest financial services that would fit our member’s financial needs. Provide supervisory duties and assist manager with all branch management including scheduling, coaching and backup when needed.

Essential Duties and Responsibilities

• Provide prompt, professional, accurate service and support to all members and associates while abiding to member centric model for service standards established by the credit union;
• Within established levels of authority, provide overrides, process transactions, resolve problems and answer questions regarding account issues and Credit Union products and services;
• Receive, inspect, and verify cash and negotiable instruments for deposit, accept loan payments and perform a variety of other financial transactions as directed and in accordance with established policies and procedures;
• Open all types of new memberships including IRA’s, Business accounts, Fiduciary, POA and online account opening; issue/order Debit cards, explain various account and ownership options, provide the necessary counseling to meet member’s needs, and obtain the required information and documentation;
• Maintain member account information and perform all types of account maintenance including but not limited to fraud claims, loan maintenance and decedent account maintenance.
• Interview members for loan needs, processes loan applications, including pulling credit and review debt to cross-sell credit union products and services to members and meet established goals
• Balance end of each workday as assigned by the manager as well as balance vault or cash dispensers; research out of balance conditions
• Assist with branch management including employee coaching, branch audits, and actively participate in strategic goals for organization.
• Cultivate and maintain appropriate relationships with members and co-workers;
• Completes all mandatory compliance testing, implements credit union policies and procedures related and required by state and federal regulations. Including Bank Secrecy Act, SAR and CTR reporting.
• Actively participate in branch and all-staff meetings in order to maintain awareness of organizational issues and promotional campaigns, stays current on policies, procedures, services and member centric strategy;
• Attend training and complete online learning assignments to continuously increase job knowledge and overall performance in order to provide a high level of service to members and recommend solutions;
• Maintain professional appearance in accordance with established dress code;
• Maintain regular and predictable attendance;
• Participates in community relation activities and groups to represent the Credit Union.
• Performs other related duties as required and assigned.

Knowledge, Skills and Abilities

• Provides best of class, Member Centric service.
• Demonstration of effective time management, accuracy in work and mathematical skills including effective cash balancing.
• Ability to be resourceful with employees, members and prospective members.
• Strong professional verbal, written communication skills and creative thinking abilities
• Ability to identify members banking issues and needs to promote products and services that ensure member financial goals are met.
• Ability to make decisions, use judgment within proper authority levels and assume responsibility for results.
• Promote a collaborative, cooperative and productive work environment.
• Knowledge in relevant software includes Microsoft Office, Word and Excel.

Education and Experience

• A high school education or GED.
• Three or more years of work experience, bank or credit union, in a similar position.

Physical/Mental Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of the job, the employee is regularly required to stand for long periods at a time, sit, walk, use hands to touch, handle or feel, reach with hands and arms, stoop, kneel, crouch or crawl, and talk or hear.
• The vision requirements include close vision and ability to adjust focus.
• The mental demands include detailed work, problem solving, member contact, reasoning, math, language, written and verbal communications, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.
• Nature of position requires physical mobility and ability to lift a minimum of 50 pounds.
• Must have flexibility to deal with changing work hours and locations as needed