Member Services & Financial Solutions Associate

Mccu; Allen (TX); Hybrid; USD 25,000 - 29,000; Part time

Job summary

My Community Credit Union in Allen, TX is seeking a Universal Representative to handle transactions, assist with loans, open and maintain member accounts, and promote credit union products. The ideal candidate has 6 months to 2 years of similar experience, a high school diploma or GED, strong interpersonal and communication skills, and proficiency with Microsoft Office.

You will balance service excellence with sales goals in a fast-paced environment.

Qualifications

• Six months to two years of similar or related experience.
• High school diploma or GED.
• Strong interpersonal and communication skills.
• Ability to multi task in a fast paced environment.
• Experience with Microsoft Office Suite and general computer systems.
• Strong attention to detail and organizational skills.
• Ability to identify member needs and recommend appropriate financial solutions.

Responsibilities

• Provide exceptional service across transactions, accounts, and loan products.
• Process transactions and assist with loans.
• Open and maintain member accounts and promote credit union products.
• Cross-sell and meet referral goals to support branch growth.
• Identify member needs and offer tailored financial solutions.
• Ensure accuracy, compliance, and professional representation in all interactions.

Skills

Customer service

Communication

Interpersonal skills

Detail-oriented

Multi-tasking

Microsoft Office

Education

High school diploma or GED

Tools

Microsoft Office Suite

Job description

My Community Credit Union in Allen, TX is seeking a Universal Representative to handle transactions, assist with loans, open and maintain member accounts, and promote credit union products. The ideal candidate has 6 months to 2 years of similar experience, a high school diploma or GED, strong interpersonal and communication skills, and proficiency with Microsoft Office.

You will balance service excellence with sales goals in a fast-paced environment.