Member Services & Accounts Specialist

Union Square Credit Union; Wichita Falls (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

Union Square Credit Union in Wichita Falls, TX seeks a Member Service Representative to act as liaison between members and the credit union, handling accounts, inquiries, and daily member needs.

Responsibilities include greeting members, answering questions about products, opening accounts, processing requests, and promoting services. Strong customer service and BSA/AML awareness are essential.

Qualifications

• Prior loan interviewing and processing experience is desirable.
• Strong customer service and communication skills.
• Ability to operate a computer terminal and banking software.
• Knowledge of credit union products and services.
• Ability to balance accounts and handle confidential information.

Responsibilities

• Greet and welcome members and visitors in a professional manner and provide prompt, efficient service in processing transactions.
• Provide in-person and by-telephone information about credit union products or policies.
• Respond to emails or electronic requests with professional, prompt service.
• Resolve member issues and direct to appropriate person for assistance.
• Open new accounts and service existing accounts; set up account files and provide required information.
• Handle transfers, loan payments, share withdrawals, and other member requests.

Skills

Customer service

Communication

Cash handling

BSA/AML compliance

Education

High school diploma or equivalent

Job description

Union Square Credit Union in Wichita Falls, TX seeks a Member Service Representative to act as liaison between members and the credit union, handling accounts, inquiries, and daily member needs.

Responsibilities include greeting members, answering questions about products, opening accounts, processing requests, and promoting services. Strong customer service and BSA/AML awareness are essential.