Member Service Specialist I

Baylor Health Care System Credit Union•Dallas, TX

5h•$18 - $21•Onsite

About The Position

Delivers accurate, efficient, and personable service to every member through in-person, telephone and digital channels. Be a knowledgeable resource with resolving financial matters with care and professionalism, promotes products and services that support members’ financial well-being, and processes transactional and new account requests. This role requires a high level of adaptability and commitment to supporting organizational goals and initiatives.

Requirements

Minimum one (1) year of cash handling, banking, credit union or customer service experience
Must be able to work in-person at assigned branch location
Well-versed in financial institution regulations and compliance requirements
High School Diploma/GED
Proficient in basic computer and banking software systems
Strong professional verbal and written communication
Ability to prioritize and manage multiple assignments while working independently and with minimal supervision

Nice To Haves

Multilingual verbal and written skills preferred.

Responsibilities

Greet members in a courteous, professional and timely manner, providing efficient and personalized service.
Actively promote the Credit Union’s full line of financial services by asking appropriate questions, assessing member needs, and offering alternative solutions
Open and maintain new accounts, ensuring proper documentation and identity verification.
Process routine transactions including deposits, withdrawals, loan payments, check cashing, and account transfers accurately and in compliance with guidelines.
Perform member request, including but not limited to the following: add and remove joint owners, order checks, issue stop payments, managing debit cards, account maintenance, ACH revocation, electronic service request and wire transfers
Identify and escalate complex financial issues or suspicious activity as necessary.
Maintain the confidentiality of member information and ensure compliance with credit union regulations and guidelines
Assist in all areas of Teller operations including assigning work, peer training, and solving complex requests
Serve as vault teller, to include ordering cash from the FED, verifying cash received, filling teller cash orders, maintaining vault security and balancing vault cash as required
Foster a culture that promotes teamwork, service excellence and relationship building within the overall organizational footprint
Perform other duties as assigned.