Senior Member Services Specialist — Banking & Lending

Wellby Financial; Midland (TX); On-site; USD 42,000 - 56,000; Full time

Job summary

Wellby Financial in Texas is seeking a Member Service Representative III to deliver exceptional member experiences and handle new account applications, lending, and other credit union services.

You will establish memberships and accounts, verify documents, and follow up on loan applications. The role emphasizes cross-selling and providing five-star service across calls and digital channels.

Qualifications

• High School Diploma or equivalent required.
• 4+ years of sales, customer service, banking, or related financial services.
• Teller and/or ITM experience preferred.
• Bilingual preferred.

Responsibilities

• Provide exceptional member experience via phone, in-person, and digital channels.
• Cross-sell credit union products and services to members and non-members.
• Assist with opening memberships and accounts, including document verification.
• Ensure compliance with applicable laws and Wellby policies.

Skills

Customer service

Sales

Communication skills

Problem solving

Microsoft Office

Phone etiquette

Time management

Team player

Bilingual

Education

High School Diploma

Some college

Tools

Microsoft Office Suite

CRM software

Teller/ITM systems

Job description

Wellby Financial in Texas is seeking a Member Service Representative III to deliver exceptional member experiences and handle new account applications, lending, and other credit union services.

You will establish memberships and accounts, verify documents, and follow up on loan applications. The role emphasizes cross-selling and providing five-star service across calls and digital channels.