Member Experience & Solutions Advisor

Rally Credit Union; Corpus Christi (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

Rally Credit Union in Corpus Christi, TX seeks a Member Service Representative to engage members, open accounts, and cross-sell products while upholding credit union policies.

Responsibilities include delivering quality service, processing transactions, maintaining data accuracy, and supporting branch operations as needed. Prior banking or CU experience is preferred; HS diploma required.

Qualifications

• Requires a High School Diploma or GED.
• 1 year of experience assessing and meeting member needs; banking/CU experience preferred.

Responsibilities

• Maintains excellence in delivering member service and exceeding the credit union and department service standards.
• Perform daily responsibilities along with knowledge of opening and closing accounts, debit cards, servicing members, and processing stop payments, wire transfers, placing check orders, processing special instructions on accounts, e-services and performing general file maintenance and researching transactions.
• Provide support to Receptionist area as needed.
• If applicable, provide access and servicing to safe deposit box for members. (Spohn location only).
• Providing a consultative sales approach to meet our member's financial needs by proactively identifying opportunities to cross-sell and up-sell beneficial products and services.
• Fostering a teamwork attitude to ensure all credit union goals and objectives are achieved.
• Consistently meet or exceed sales goals as set by management by effectively and efficiently cross-selling credit union products and services to both current and potential members.
• Responsible for referring sales opportunities to other lines of business.
• Input loan t applications to include recommendation of loan opportunities and forward to MSR/MSO for decision.
• Maintain accurate data entry regarding member records, maintenance, and transactions; have the ability to find and correct errors.
• Ensure the protection of the credit union’s interest in matters of adequate documentation; includes but not limited to loan, title work, and account packets.
• Adherence to security, internal control procedures, policies and applicable laws and regulations.
• Adhere to mandatory compliance, product, and credit union training.
• Demonstrates an understanding of and follow the requirements of all regulation compliance including but not limited to those Bank Secrecy Act (BSA), AntiMoney Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP) and Member Due Diligence (MDD) as it specifically relates to their job functions.
• Responsible for completing BSA/AML compliance training annually.
• All other duties as assigned.

Education

High School Diploma or GED

Job description

Rally Credit Union in Corpus Christi, TX seeks a Member Service Representative to engage members, open accounts, and cross-sell products while upholding credit union policies.

Responsibilities include delivering quality service, processing transactions, maintaining data accuracy, and supporting branch operations as needed. Prior banking or CU experience is preferred; HS diploma required.