Member Services & Growth Specialist

Rally Credit Union; Rockport (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

Rally Credit Union in Rockport, TX is seeking a Member Services Specialist to establish new memberships and grow relationships through proactive sales and referrals. You will tailor credit products to meet member needs while upholding policy, compliance, and service standards.

Responsibilities include opening/closing accounts, processing transactions, assisting members, and cross-selling products. Strong customer service, communication, and ability to work as part of a team are essential.

Qualifications

• Requires a High School Diploma or GED.
• One year of experience in assessing and meeting member needs, with 6 months in financial/banking/CU preferred.
• Strong ability to cross-sell while maintaining customer service.

Responsibilities

• Deliver outstanding member service and meet service standards.
• Open/close accounts, process transactions, and handle payments.
• Cross-sell and refer opportunities to other lines of business.
• Assist Receptionist and may service safe deposit boxes.

Skills

Member services

Sales-driven

Communication skills

Education

High School Diploma or GED

Tools

Cash handling

Banking software

Job description

Rally Credit Union in Rockport, TX is seeking a Member Services Specialist to establish new memberships and grow relationships through proactive sales and referrals. You will tailor credit products to meet member needs while upholding policy, compliance, and service standards.

Responsibilities include opening/closing accounts, processing transactions, assisting members, and cross-selling products. Strong customer service, communication, and ability to work as part of a team are essential.