Member Service - Credit Union

AppleOne Employment Services; Lewisville (TX); On-site; USD 29,000 - 34,000; Full time

Job summary

The Credit Union Client in Lewisville, TX is seeking a Member Experience Specialist / Relationship Banker / CSR to deliver member-focused financial solutions and drive digital engagement. This onsite role combines service excellence with cross-selling in a fast-paced, tech-driven environment.

You will handle inquiries, process transactions, assist with digital banking features, and collaborate with internal partners to meet branch and sales goals. Prior financial services experience preferred.

Qualifications

• Minimum of 1 year of experience in a financial institution, bank, or financial services call center.
• Sales background or cross-selling experience.
• Strong verbal, written, and telephone communication with a consultative approach.
• Proficient with Windows, Microsoft Word and Excel; internet navigation; 10-key typing.
• High standard of dependability, discretion, and ability to handle confidential information.

Responsibilities

• Member Service: Handle inquiries in person or by phone, listen to member needs, and match them with appropriate financial products or services.
• Account & Transaction Management: Process routine financial transactions, handle account maintenance, open and close memberships, and update member records accurately.
• Digital Support: Help members set up and use digital banking features like mobile apps, bill pay, and online services.
• Sales & Cross-Selling: Actively cross-sell credit union products, handle consumer loan applications or payoffs, and make outbound touchpoints to keep relationships active.
• Collaboration: Coordinate handoffs with internal partners for specialized needs like mortgages, investments, or IRAs, while maintaining compliance with security and privacy policies.

Skills

Customer service

Sales

Communication

Digital banking

Financial services

Tools

Windows

Microsoft Word

Excel

10-key typing

Job description

Join our Credit Union Client that puts People First !

Are you a customer-focused professional with a passion for sales and helping others succeed?

We’re looking for a Member Experience Specialist / Relationship Banker /CSR who thrives in a fast-paced, tech-driven environment and enjoys connecting with customers across multiple digital channels.

Lewisville, TX (Onsite)

$21 – $25/hr (DOE)| Full-Time - Temp to Hire

The Member Experience Specialist involves delivering member-focused financial solutions, processing transactions, and supporting branch or digital sales goals.

Key Responsibilities

• Member Service: Handle inquiries in person or by phone, listen to member needs, and match them with appropriate financial products or services.
• Account & Transaction Management: Process routine financial transactions, handle account maintenance, open and close memberships, and update member records accurately.
• Digital Support: Help members set up and use digital banking features like mobile apps, bill pay, and online services.
• Sales & Cross-Selling: Actively cross-sell credit union products, handle consumer loan applications or payoffs, and make outbound touchpoints to keep relationships active.
• Collaboration: Coordinate handoffs with internal partners for specialized needs like mortgages, investments, or IRAs, while maintaining compliance with security and privacy policies.

Qualifications & Requirements

• Experience: Minimum of 1 year of experience working in a financial institution, bank, or financial services call center.
• Sales Skills: Demonstrated background in sales, performance-based roles, or cross-selling financial services.
• Communication: Strong verbal, written, and telephone communication skills with a consultative approach.
• Technical Proficiency: Comfortable using Windows, Microsoft Word and Excel, internet navigation, and 10-key typing.
• Professionalism: High standard of dependability, discretion, and ability to handle confidential information

Key Responsibilities

• Member Service: Handle inquiries in person or by phone, listen to member needs, and match them with appropriate financial products or services.
• Account & Transaction Management: Process routine financial transactions, handle account maintenance, open and close memberships, and update member records accurately.
• Digital Support: Help members set up and use digital banking features like mobile apps, bill pay, and online services.
• Sales & Cross-Selling: Actively cross-sell credit union products, handle consumer loan applications or payoffs, and make outbound touchpoints to keep relationships active.
• Collaboration: Coordinate handoffs with internal partners for specialized needs like mortgages, investments, or IRAs, while maintaining compliance with security and privacy policies.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here: https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here: https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program. https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.