Member Services Representative II
About The Position
This position is located on site in our River Oaks Houston Branch at 4411 San Felipe St. Houston, TX 77027. Advancial Federal Credit Union is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Of course we offer healthcare, life insurance, and 401K benefits, but here is what else we offer: Take Time for Life: In addition to 11 company holidays, you start with 3 weeks of vacation, and can recharge at our beautiful vacation homes in Destin, FL, and Breckenridge, CO – free for you and your loved ones (you just pay taxes). Retire with Confidence: We contribute 8% to your 401k. It’s our way of helping you build the future you deserve. Pets Are Family Too: With affordable pet insurance (we even chip in), your furry friends are covered for everything from checkups to surgeries. Invest in Your Future: We’ll cover 80% of your tuition costs after one year, so you can continue to grow, learn, and achieve your goals. Life Happens: Our Advancial Life Rewards program reimburses you up to $1,000 each year for unexpected expenses – because we know life doesn’t always go according to plan.
Requirements
- High School diploma or equivalent required.
- Minimum of one year of experience in a similar role or in customer service.
- Strong communication and interpersonal skills.
- Ability to analyze member needs and provide appropriate solutions.
- Proficiency in relevant software applications and technology with a willingness to learn new systems.
- Demonstrated commitment to outstanding service and teamwork.
Responsibilities
- Serve as a liaison between members and the Credit Union, providing information regarding accounts and services.
- Perform routine transactions including deposits, withdrawals, and loan payments.
- Open and maintain accounts, ensuring compliance with policies and procedures.
- Conduct interviews for loan applicants and process applications, analyzing credit history and background information.
- Cross-sell various credit union products and services to enhance member satisfaction and loyalty.
- Assist members with electronic services and promote features such as online banking.
- Balance cash drawers and ensure all transactions are accurately recorded.
Benefits
- healthcare
- life insurance
- 401K benefits
- 11 company holidays
- 3 weeks of vacation
- vacation homes in Destin, FL, and Breckenridge, CO
- 8% contribution to 401k
- pet insurance
- 80% tuition reimbursement after one year
- Advancial Life Rewards program ($1,000 annual reimbursement for unexpected expenses)
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
