Member Services & Solutions Advisor

Rally Credit Union; Brownsville, Northern (TX, KY); Hybrid; USD 30,000 - 42,000; Full time

Job summary

Rally Credit Union in Brownsville, TX is seeking a Member Service Assistant to open new memberships, service accounts, and process daily transactions while delivering outstanding member service.

You will assess member needs, identify cross-sell opportunities, and refer sales to other departments, while maintaining accuracy, compliance with BSA/AML/CIP rules, and a collaborative team approach.

Qualifications

• Requires a High School Diploma or GED.
• One year experience in assessing and meeting member needs; 6 months financial/banking/CU experience preferred.
• Strong customer service, communication, and discretion are essential.

Responsibilities

• Open and close accounts, service members, process stop payments and transfers.
• Provide cross-selling opportunities and refer to other lines of business.
• Input loan applications and forward to MSR/MSO for decision.
• Maintain accurate member records and comply with security and policies.

Skills

Customer service

Sales

Cross-selling

Communication

Education

High School Diploma or GED

Tools

Windows PC

ATM/ITM

Scanner

Cash advance machine

Calculator

Copy machine

Debit card imprinter

Job description

Rally Credit Union in Brownsville, TX is seeking a Member Service Assistant to open new memberships, service accounts, and process daily transactions while delivering outstanding member service.

You will assess member needs, identify cross-sell opportunities, and refer sales to other departments, while maintaining accuracy, compliance with BSA/AML/CIP rules, and a collaborative team approach.