Member Services & Loans Financial Specialist

Coastlife-Credit-Union; Portland (TX); On-site; USD 32,000 - 45,000; Full time

Job summary

Coastlife-Credit-Union in Texas seeks a client-focused Financial Services Representative to open/close accounts, service loans, and answer member questions about credit union products. You will cross-sell services, handle inquiries by phone and in person, maintain IRA accounts, and ensure accurate processing of transactions while upholding security and confidentiality.

Prior experience in a retail banking or credit union setting is preferred; strong communication and public relations skills are

Qualifications

• High school diploma or equivalent.
• Basic computer literacy including Microsoft Office applications.
• Six months to one year financial institution experience preferred.
• Sales and member service skills preferred.
• Excellent communication and public relations skills.

Responsibilities

• Open and close accounts and process deposits and withdrawals.
• Assist members with loans and loan servicing; pull credit reports and document properly.
• Answer member questions regarding services and troubleshoot problems.
• Cross-sell credit union services and maintain confidentiality of member information.

Skills

Communication skills

Sales experience

Customer service

Public relations

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Coastlife-Credit-Union in Texas seeks a client-focused Financial Services Representative to open/close accounts, service loans, and answer member questions about credit union products. You will cross-sell services, handle inquiries by phone and in person, maintain IRA accounts, and ensure accurate processing of transactions while upholding security and confidentiality.

Prior experience in a retail banking or credit union setting is preferred; strong communication and public relations skills are