Member Service Rep/Teller SL Full Time

Houston Federal Credit Union•Sugar Land, TX

69d•Onsite

About The Position

The Member Service Representative (MSR) serves as a primary point of contact for credit union members, delivering service while supporting a range of financial products and services. The role includes opening and maintaining consumer, business, and IRA accounts; processing complex account structures; performing teller transactions; servicing cash machines; managing safe deposit box operations; and originating consumer loan applications. The MSR follows regulatory requirements, builds member relationships, and identifies opportunities to meet members’ financial needs. The position is based at the Sugar Land Branch in Sugar Land, Texas. Branch hours are Monday through Friday, 8:30 a.m. to 6:30 p.m., and rotational Saturdays, 8:30 a.m. to 2:30 p.m. The work is primarily branch-based and involves frequent member interaction, cash transactions, and possible work in secure areas such as vaults and safe deposit rooms. Occasional extended hours may be needed based on branch requirements.

Requirements

One to three years of similar or related experience.
High school education or GED.
Member-focused service orientation, problem-solving and critical-thinking skills, relationship-building ability, and capacity to collaborate with a team.
Ability to handle sensitive and confidential information and work in a fast-paced environment.
Working knowledge of teller operations, cash handling procedures, and cash machine operations, including ATMs and cash recyclers.
Proficiency with banking or credit union systems and standard office software.
Excellent communication and interpersonal skills, attention to detail, and organizational skills.
Ability to sit, stand, and move throughout the branch; manual dexterity for computer and cash handling tasks; ability to lift up to 25 pounds.
Qualities consistent with the organization’s core values: integrity, honesty, respect, passion, commitment, enthusiasm, seeking excellence, hard work, having fun, friendly service, and superior value.

Responsibilities

Deliver friendly, knowledgeable member support in person, by phone, and through digital channels; identify member needs and recommend appropriate products.
Open and service consumer, business, and IRA accounts; process account changes and ensure accurate documentation.
Handle deposits, withdrawals, payments, and check cashing; balance cash drawers and support ATM and cash recycler operations.
Assist with audits, vault duties, cash ordering, and general branch operations.
Follow BSA/AML, CIP, OFAC, privacy, and other applicable requirements; identify and report suspicious activity.
Support specialized accounts, including trusts, estates, IOLTAs, and SSI payee accounts; review legal documents and coordinate with compliance teams.
Interview members, take consumer loan applications, gather documentation, and communicate decisions.
Open and maintain IRAs, process contributions and distributions, and comply with IRS requirements.
Manage safe deposit box assignments, access, payments, and security procedures.
Provide prompt and accurate service by greeting and assisting members, answering calls, and responding to messages and correspondence in a timely manner.
Open accounts, certificates of deposit, and other credit union products or services in accordance with federal regulations, and complete and file or scan related documents promptly.
Carry out assigned duties with minimal errors according to branch standards.
Cross-sell products and services to achieve or exceed individual and branch sales goals.
Troubleshoot and resolve member and internal inquiries accurately and promptly, and communicate resolutions to affected parties.
Maintain compliance with credit union policies, procedures, and regulations, and maintain a professional work environment and businesslike appearance.
Perform other job-related duties as assigned.