Universal Representative - Part-time

My Community Credit Union • Allen, TX

1d • $18 - $21

About The Position

The Universal Representative plays a key role in delivering comprehensive financial services to members, including processing transactions, assisting with loans, opening and maintaining accounts, and promoting credit union products. This role requires balancing service excellence with operational accuracy and sales performance. You will support members throughout their financial journey—whether completing transactions, explaining loan options, or resolving account questions—while ensuring all work is accurate, compliant, and aligned with credit union policies.

Requirements

• Six months to two years of similar or related experience.
• High school diploma or GED.
• Strong interpersonal and communication skills.
• Ability to multi-task in a fast-paced environment.
• Experience with Microsoft Office Suite and general computer systems.
• Strong attention to detail and organizational skills.
• Ability to identify member needs and recommend appropriate financial solutions.

Nice To Haves

• Delivers efficient, friendly, and solution-focused experiences across transactions, loans, and account services.
• Maintains accuracy in transactions, documentation, and compliance requirements.
• Takes ownership of responsibilities, ensures follow-through, and represents MCCU professionally.
• Identifies opportunities to recommend beneficial products and services that meet member needs.
• Supports team success and collaborates across departments to provide consistent service.

Responsibilities

• Provide exceptional service across transactions, accounts, and loan products
• Ensure accuracy and compliance in all financial transactions and documentation
• Support branch growth through cross-selling and meeting referral goals
• Build strong member relationships by identifying needs and offering solutions
• Contribute to operational efficiency and team performance
• Represent the credit union professionally in member and community interactions

Benefits

• Equal opportunity employer
• Consideration for employment without discrimination based on race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status or disability.
• Reasonable accommodation for disabled individuals.
• Criminal background and credit check are part of the hiring process.

What This Job Offers

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