Member Financial Services Advisor

CoastLife Credit Union; Corpus Christi (TX); On-site; USD 32,000 - 52,000; Full time

Job summary

CoastLife Credit Union in Corpus Christi, TX seeks a Member Services Associate to perform a broad range of financial services, including opening and closing accounts, loan servicing, and answering member questions regarding credit union services.

You will process transactions, cross-sell services, discuss financial needs, and assist members with inquiries. A professional appearance and solid computer skills are essential to maintain CoastLife’s trusted reputation.

Qualifications

• High school diploma or equivalent.
• Six months to one year financial institution experience preferred.
• Sales and member service skills.
• Excellent communication and public relations skills.
• Typing and basic math skills.

Responsibilities

• Open and close accounts and process deposits and withdrawals.
• Answer member questions and provide cross-selling opportunities.
• Process loan applications and renewals and quote payoff balances.
• Maintain IRA accounts and issue debit cards; handle related processing.
• Handle phone inquiries and transactions; direct as needed.

Skills

Communication skills

Public relations

Professional appearance

Computer literacy

Typing skills

Math skills

Telephone etiquette

Education

High school diploma or equivalent

Tools

Microsoft Office

Office equipment

Job description

CoastLife Credit Union in Corpus Christi, TX seeks a Member Services Associate to perform a broad range of financial services, including opening and closing accounts, loan servicing, and answering member questions regarding credit union services.

You will process transactions, cross-sell services, discuss financial needs, and assist members with inquiries. A professional appearance and solid computer skills are essential to maintain CoastLife’s trusted reputation.