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A+ Federal Credit Union - Austin, TX

posted 2 months ago

Full-time - Entry Level
Austin, TX
Management of Companies and Enterprises

About the position

The Member Services Officer role at South A+ Federal Credit Union combines the responsibilities of a Teller and a Personal Banker. This entry-level position focuses on providing exceptional service to members, assisting them with financial transactions, and recommending suitable financial solutions. The role emphasizes a sales and service culture, aiming to enhance members' financial well-being while supporting the credit union's growth objectives.

Responsibilities

  • Process member transactions efficiently and accurately.
  • Identify members' financial needs and recommend appropriate solutions.
  • Cross-sell products and services to current and prospective members.
  • Meet or exceed established sales and service goals.
  • Participate in outside business development and community events.
  • Operate and maintain a cash drawer, ensuring it is balanced.
  • Sell special service items such as money orders and gift cards.
  • Assist members with opening and closing various types of accounts.
  • Update account information as needed, including ownership and beneficiaries.
  • Assist members with loan applications and inquiries about products and services.
  • Perform stop payments and process wire transfers.
  • Handle claims of fraudulent use of debit cards and manage card issuance.
  • Maintain confidentiality of member information and perform other assigned duties.

Requirements

  • High school diploma or GED equivalent.
  • Six months of work experience in sales, teller, or personal banking preferred.
  • Ability to work at least 40 hours a week.
  • Strong problem-solving skills to resolve member issues.
  • Excellent communication skills in person, via email, and over the phone.

Nice-to-haves

  • Bilingual in Spanish is a plus.

Benefits

  • Competitive hourly wage starting from $19.
  • Opportunities for professional growth and development.
  • Participation in community events and business development activities.
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