Member Experience Banking Specialist

Lkjordan; Houston (TX); On-site; USD 38,000 - 60,000; Full time

Job summary

L.K. Jordan & Associates in Houston, TX is seeking a professional Financial Services Representative to greet members, handle transactions, and promote banking products.

The role focuses on delivering courteous service, accurate cash handling, and strict confidentiality in all operations. You will assist with account services, wire transfers, loan inquiries, and notary services as needed, while building lasting member relationships.

Qualifications

• Experience in banking or credit unions is preferred.
• Strong customer service and cash-handling skills.
• Ability to process transactions accurately and confidentially.
• Excellent verbal and written communication.
• Willingness to complete required training and certifications.
• Notary services available as needed.

Responsibilities

• Greet members and visitors and direct lobby traffic.
• Provide courteous service and maintain accurate transaction records.
• Process deposits, withdrawals, and other financial transactions.
• Assess member needs and recommend banking products.
• Explain loan products and assist with inquiries.
• Open/close safe deposit access and handle notary duties as needed.
• Enter member information and update accounts in the system.
• Maintain confidentiality and comply with policies and procedures.
• Complete required in-house trainings.

Skills

Customer service

Cash handling

Communication

Data entry

Attention to detail

Multitasking

Notary

Professional appearance

Job description

L.K. Jordan & Associates in Houston, TX is seeking a professional Financial Services Representative to greet members, handle transactions, and promote banking products.

The role focuses on delivering courteous service, accurate cash handling, and strict confidentiality in all operations. You will assist with account services, wire transfers, loan inquiries, and notary services as needed, while building lasting member relationships.