McKinney Branch Member Service Representative - Full Time with Sign-on Bonus

Randolph Brooks Federal Credit Union • McKinney, TX

4d • Onsite

About The Position

RBFCU is seeking a full-time Branch Member Service Representative for its McKinney branch. The role combines teller and personal banker functions and serves as a primary point of contact for members and prospective members. The representative builds relationships, identifies financial needs, and recommends products and services that support members’ financial well-being. The role also includes reviewing deposits and interactions for potential fraud and impersonation, and handling transactions across in-person, video conference, drive-thru, and telephone channels. The position starts at $20.00 per hour and offers a sign-on bonus: $250 in the first paycheck, $500 after 90 days of employment, and $500 after six months, subject to applicable taxes and withholdings. Employees who successfully complete RBFCU’s Bilingual Spanish/English certification can earn an additional $2.00 per hour. The position offers the opportunity to participate in the Path to Promotion and RBFCU’s Learning and Development program.

Requirements

• High school diploma or GED.
• Six months of work experience; financial institution, customer service, or sales experience is preferred.
• Ability to work a flexible Monday-through-Saturday schedule; attendance and promptness are important.
• Ability to cover staffing at any location within the respective region when needed, including branch transfers.
• Excellent communication and interpersonal skills.
• Ability to solve problems, make timely and informed decisions, and use common sense to follow detailed written or oral instructions.
• Proficiency with PCs, software, and other office equipment.
• Ability to sit or stand for extended periods.
• Correctable vision, hearing, and manual dexterity; ability to reach with hands and arms and speak clearly.

Nice To Haves

• Bilingual in English and Spanish.

Responsibilities

• Provide enthusiastic, professional, quality, prompt, and courteous service to members, prospective members, and RBFCU team members.
• Process transactions through in-person, video conference, drive-thru, and telephone channels.
• Maintain control of cash and negotiable instruments in accordance with policies, procedures, and regulatory laws.
• Conduct consultative, needs-based conversations by listening actively, asking open-ended questions, demonstrating empathy, identifying financial needs, and recommending appropriate products and services.
• Meet or exceed minimum sales goals and support RBFCU’s sales culture and branch standards by modeling best practices and consultative behaviors and maintaining accountability for performance expectations.
• Serve as a Branch Reservist by taking calls for the Member Service Center and handling member requests through that channel.
• Assess deposits for potential fraud and interactions for impersonation to help mitigate fraud losses.
• Assist members and prospective members with needs involving internal departments, including Consumer Lending, Mortgage, and Credit Union Service Organizations, while following applicable policies, procedures, and regulatory laws.
• Qualify members and assist with opening, updating, and closing accounts; maintain current knowledge of the RBFCU Membership and Account Agreement.
• Prepare teller reports and escort members into designated areas when requested.
• Observe safety and security procedures and report potentially unsafe conditions.
• Perform other duties as assigned; essential functions and responsibilities may change or new ones may be assigned at any time with or without notice.

Benefits

• Sign-on bonus of $250 in the first paycheck, $500 following 90 days of employment, and $500 following six months of employment, subject to applicable taxes and withholdings.
• Additional $2.00 per hour for employees who successfully complete RBFCU’s Bilingual Spanish/English certification.
• Path to Promotion and Learning and Development program.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED