Member Service Assistant

RALLY CREDIT UNION•Corpus Christi, TX

7d•Onsite

About The Position

The Member Service Assistant establishes new memberships and grows existing member account relationships through sales and referrals to meet performance targets. The role identifies members’ needs and recommends credit products and other services suited to their financial needs and goals, while following credit union policies and procedures. The assistant delivers service that meets or exceeds credit union standards and supports branch operations, including receptionist coverage as needed and, at the Spohn location only, safe deposit box access and servicing.

Requirements

High school diploma or GED.
One year of experience assessing and meeting member needs.
Ability to perform job functions independently or with limited supervision and work effectively alone or as part of a team.
Ability to read and follow written instructions and follow oral instructions.
Clear verbal communication and ability to present information in a logical, understandable sequence.
Ability to anticipate member needs, initiate assistance, and recommend appropriate products and services.
Ability to interact calmly and professionally with people of diverse cultures and personalities, demonstrating customer service and discretion.
Ability to maintain composure under deadlines, accuracy and quality requirements, and a fast-paced workload.
Ability to manage multiple, simultaneous, and changing priorities and exercise discretion with confidential matters.
Wrist and hand manipulation; ability to remain at a workstation for extended periods and possibly stand for extended periods.
Close vision for frequent computer-monitor viewing and document review; clear speech and hearing for effective interaction.
Ability to travel to alternate branch locations as scheduled or as business needs arise, including temporary or permanent assignments.

Nice To Haves

Six months of financial, banking, or credit union experience preferred.

Responsibilities

Deliver member service that meets or exceeds credit union and department standards.
Open and close accounts, issue debit cards, service members, process stop payments and wire transfers, place check orders, handle special account instructions and e-services, perform file maintenance, and research transactions.
Support the Receptionist area as needed.
Provide safe deposit box access and servicing for members when applicable at the Spohn location.
Use a consultative sales approach to identify opportunities to cross-sell and up-sell suitable products and services.
Contribute to teamwork and achievement of credit union goals and objectives.
Meet or exceed management-set sales goals by cross-selling products and services to current and prospective members.
Refer sales opportunities to other lines of business.
Enter loan applications, recommend loan opportunities, and forward applications to MSR/MSO for a decision.
Maintain accurate member records, account maintenance, and transaction data, and identify and correct errors.
Protect the credit union’s interests through adequate documentation, including loan, title, and account documentation.
Follow security and internal-control procedures, policies, applicable laws, and regulations.
Complete required compliance, product, and credit union training, including annual BSA/AML compliance training.
Perform other duties as assigned.