Member Services Specialist III - Financial Wellness

Neches Federal Credit Union; Beaumont (TX); On-site; USD 36,000 - 48,000; Full time

Job summary

Neches Federal Credit Union in Beaumont, TX seeks a Member Service Representative III to deliver exceptional service and assist members with financial needs. Candidates should have a high school diploma or equivalent, math aptitude, and keyboarding skills, plus knowledge of NFCU products and services.

Responsibilities include opening/closing accounts, processing transactions, notary duties, and helping members with questions.

Qualifications

• 1 year related financial or customer services experience, or degree in related field
• The knowledge of credit union products and services
• Ability to work independently with initiative and decision-making
• Strong attention to detail, multi-tasking and organization skills
• Strong interpersonal, verbal and written communication skills
• Maintain a high level of professionalism
• Dependable; punctual and regular attendance
• Ability to work well in a team environment and support the credit union’s mission and values

Responsibilities

• Build and maintain member relationships
• Open, close, and maintain various types of accounts; Checking, Saving, Subaccounts, CDs, IRAs, and Money Markets
• Processing account transactions: ordering checks, updating account cards, fraud disputes, wire transfers, stop payments, etc.
• Assisting members with account questions
• Serve as a notary
• Use the knowledge of NFCU Productsand Services to make recommendations and problem solve while assisting members
• Contribute individually and as a team effort to meet or exceed CU’s Service and Sales Reward program goals
• Actively listens to members and identifies their needs; delivers prompt, professional, and personalized service to prospective and current members.
• Exhibits enthusiasm, passion and empathy to members while processing all transactions
• Delivers prompt, professional, and personalized service to prospective and current members

Skills

Math aptitude

Keyboarding skills

Interpersonal communication

Verbal and written communication

Attention to detail

Dependability

Education

High school diploma or equivalent

Job description

Neches Federal Credit Union in Beaumont, TX seeks a Member Service Representative III to deliver exceptional service and assist members with financial needs. Candidates should have a high school diploma or equivalent, math aptitude, and keyboarding skills, plus knowledge of NFCU products and services.

Responsibilities include opening/closing accounts, processing transactions, notary duties, and helping members with questions.