Member Services Advocate I

Brazos Valley Schools Credit Union; Katy (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

Brazos Valley Schools Credit Union is seeking a member services specialist to handle incoming calls and assist members with financial inquiries and transactions. The role emphasizes exceptional service, accurate data input, and opportunities to cross-sell credit union products.

Ideal candidates have call center experience, basic regulatory knowledge, and strong problem-solving skills. On-site work is required, with standard office duties and a focus on member satisfaction.

Qualifications

• Minimum one year of call center experience preferred.
• Minimum one-year financial institution experience preferred.
• A high school education or GED required.

Responsibilities

• Answers member calls daily with emphasis on exceptional member service and accuracy of data input.
• Listens effectively to member requests and offers support to meet member needs in a timely manner.
• Identifies opportunities to offer other credit union products and services.
• Maintains working knowledge of regulatory compliance related to member services and financial services (e.g., BSA, OFAC, USA Patriot Act, Privacy).
• Manages challenging situations efficiently, promptly, and professionally.

Skills

Member service

Problem solving

Data analysis

Courtesy/diplomacy

Microsoft Office

Bondable

Education

High school diploma or GED

Tools

Microsoft Office

Job description

Brazos Valley Schools Credit Union is seeking a member services specialist to handle incoming calls and assist members with financial inquiries and transactions. The role emphasizes exceptional service, accurate data input, and opportunities to cross-sell credit union products.

Ideal candidates have call center experience, basic regulatory knowledge, and strong problem-solving skills. On-site work is required, with standard office duties and a focus on member satisfaction.