74 Member Service Assistant Jobs in Harlingen, TX
RALLY CREDIT UNION is Hiring a Member Service Assistant Near Harlingen, TX
Provide backup administrative tasks for credit union staff to ensure timely delivery of services to membership and contacts.
Essential Job Functions SERVICE
- Maintains excellence in delivering member service and exceeding the credit union and department service standards.
- Perform daily responsibilities along with knowledge of opening and closing accounts, debit cards, servicing members, and processing stop payments, wire transfers, placing check orders, processing special instructions on accounts, e-services and performing general file maintenance and researching transactions.
- If applicable, provide access and servicing to safe deposit box for members.
- Providing a consultative sales approach to meet our member's financial needs by proactively identifying opportunities to cross-sell and up-sell beneficial products and services.
- Fostering a teamwork attitude to ensure all credit union goals and objectives are achieved.
- Consistently meet or exceed sales goals as set by management by effectively and efficiently cross-selling credit union products and services to both current and potential members.
- Responsible for referring sales opportunities to other lines of business.
- Input loan t applications to include recommendation of loan opportunities and forward to MSR/MSO for decision.
- Maintain accurate data entry regarding member records, maintenance, and transactions; have the ability to find and correct errors.
- Ensure the protection of the credit union’s interest in matters of adequate documentation; includes but not limited to loan, title work, and account packets.
- Adherence to security, internal control procedures, policies and applicable laws and regulations.
- Adhere to mandatory compliance, product, and credit union training.
Contacts: Frequent contact with members and other departments face to face and by telephone.
Qualifications EDUCATION Requires a High School Diploma or GED
ExperienceOne (1) year experience in assessing and meeting member needs, with 6 months of financial/banking/CU experience preferred.
PHYSICAL Position involves wrist/hand manipulation, restriction to workstation for extended periods of time. May be required to stand for extended periods of time. Vision abilities required by this job include close vision for frequent viewing of computer monitor and review of documents. Communication abilities required by this job incudes clarity in speech and hearing for effective staff/member interaction. Must be flexible and willing to travel or relocate to different branches, as scheduled, or needed.
MENTAL Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must have a strong ability to read and carry out various written instructions and follow oral instructions. Must have a strong ability to speak clearly and deliver information in a logical and understandable sequence. The ability to anticipate member needs, initiate assistance, make recommendations of appropriate products/services. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
Equipment SkillsPersonal computer with windows environment, ATM/ITM, scanner, and cash advance machine, calculator, copy machine, Debit card imprinter.
The above statements reflect the general details considered necessary to decide the principal functions of the job identified and shall not be construed as detailed description of all work requirements that may be inherent in the job.
Job Summary
Full Time
$31k-37k (estimate)
05/22/2024
06/19/2024
The job skills required for Member Service Assistant include Customer Service, Products and Services, ATM, Cross-Selling, Data Entry, Teamwork, etc. Having related job skills and expertise will give you an advantage when applying to be a Member Service Assistant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Member Service Assistant. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Member Service Assistant positions, which can be used as a reference in future career path planning. As a Member Service Assistant, it can be promoted into senior positions as a Managed Care Coordinator that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Member Service Assistant. You can explore the career advancement for a Member Service Assistant below and select your interested title to get hiring information.
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