Senior Member Service Rep | Banking & Lending Expert

Wellby Financial; Webster (TX); On-site; USD 37,000 - 47,000; Full time

Job summary

Wellby Financial in Webster, TX is seeking a Member Service Representative III to deliver exceptional member experiences during new account openings, lending, and everyday banking services. You’ll verify documents, answer questions, and guide members through online applications while maintaining compliance and security standards.

You will engage members by phone and written correspondence, identify opportunities to deepen relationships, and collaborate with teammates to provide five-star service

Qualifications

• High School Diploma or equivalent required.
• Minimum 4 years in sales, customer service, banking, or related financial services.
• Bilingual preferred.

Responsibilities

• Provide exceptional member experience via inbound/outbound calls and written correspondence.
• Cross-sell credit union products and services to members and non-members.
• Assist with online applications, document verification, and loan follow-ups as needed.
• Ensure compliance with bank regulations and Wellby policies.

Skills

Customer service

Sales experience

Banking knowledge

Communication skills

Bilingual preferred

Attention to detail

Team collaboration

Education

High School Diploma

Two years of college

Tools

Microsoft Office

Microsoft Teams

Zoom

Job description

Wellby Financial in Webster, TX is seeking a Member Service Representative III to deliver exceptional member experiences during new account openings, lending, and everyday banking services. You’ll verify documents, answer questions, and guide members through online applications while maintaining compliance and security standards.

You will engage members by phone and written correspondence, identify opportunities to deepen relationships, and collaborate with teammates to provide five-star service