Member Services Specialist — E-Branch (Entry Level)

Members Choice Credit Union (Houston, TX); Lake Jackson (TX); On-site; USD 36,000 - 54,000; Full time

Job summary

Members Choice Credit Union in Lake Jackson, Texas is seeking an E-Branch Representative I to provide accurate, efficient service to members through telephone and digital channels. You will assist with account inquiries, transactions, and service requests while identifying opportunities to connect members with Credit Union products and services.

The role emphasizes productivity, quality, accuracy, referrals, and compliance.

Qualifications

• High school diploma or equivalent.
• Strong verbal communication and active-listening skills.
• Strong attention to detail and accuracy.
• Ability to navigate multiple systems and applications simultaneously.
• Ability to research information, solve routine problems, and make decisions within established guidelines.
• Ability to work effectively in a high-volume, performance-driven service environment.
• Ability to identify members’ needs and appropriately recommend products and services.

Responsibilities

• Handle inbound member calls and digital requests while meeting established productivity, quality, accuracy, and service expectations.
• Assist members with account inquiries, balances, payments, transfers, transaction history, loan information, and other account servicing needs.
• Process account maintenance, Card Services requests, stop payments, account corrections, direct deposits, automatic transfers, and other authorized transactions.
• Research and resolve member questions and service concerns accurately and efficiently.
• Recognize situations outside established authority and elevate complex or higher-risk matters appropriately.
• Maintain accurate and complete documentation of member interactions, transactions, referrals, and account activity.
• Identify member needs through effective questioning and recommend appropriate Credit Union products and services.
• Consistently meet established referral, production, quality, and productivity expectations.
• Maintain working knowledge of products, services, systems, policies, procedures, and applicable regulatory requirements.
• Follow established authentication, security, fraud-prevention, confidentiality, and compliance procedures.
• Complete required documentation and operational processes accurately and within established standards.
• Perform other related duties as assigned.

Skills

Verbal communication

Active listening

Attention to detail

Multitasking

Research skills

Customer service

Education

High school diploma or equivalent

Job description

Members Choice Credit Union in Lake Jackson, Texas is seeking an E-Branch Representative I to provide accurate, efficient service to members through telephone and digital channels. You will assist with account inquiries, transactions, and service requests while identifying opportunities to connect members with Credit Union products and services.

The role emphasizes productivity, quality, accuracy, referrals, and compliance.