Member Service Representative (Floater)
Location: Richardson, TX
Name: Veronica Arias
Ready to work with the best?
Join Team Texans!
Is out-of-this-world customer service your passion? Is helping others built into your DNA? Is a challenge just an opportunity in disguise?
If so, we should talk! We're Texans Credit Union! We are a $1.5 billion financial institution making our members financial dreams come true for over 60 years! We are member-owned and operated in the Dallas metro area and are looking for people who love a challenge and enjoy helping others to join our team and truly make a difference!
We're currently seeking a FLOAT POOL MEMBER SERVICES REPRESENTATIVE to join Team Texans. Your customer service, sales focus and can-do attitude are a must if you love helping people, this may be the right fit for you! After all, credit unions were built on the principle of people helping people. This position will be based out of our Richardson branch but will support all of our 13 branches, as needed.
In the MEMBER SERVICES REPRESENTATIVE role, you are the primary liaison between the member and the credit union! Each day you work with members to determine their financial needs and assist with their requests. Delivering top-notch service is your main goal, going above and beyond when needed to surprise and delight our members. Additionally, you have the opportunity to earn monthly and quarterly incentives based on specific sales metrics.
Act as primary branch contact for service and account maintenance requests, including but not limited to opening new accounts and performing account modifications, fraud reports, check orders, account reconciliations, debit card reissues, and IRA transactions
Obtain expert knowledge of Texans' products and services to enhance members' financial lives
Maintain updated and accurate information related to Texans' systems, policies, procedures, and compliance regulations to ensure safety and soundness of the organization
Promote and educate members on credit union products and services based on member needs that are realized from member interviews
Actively cross-service members based on financial needs and account review
Respond to members' requests, problems, and concerns; troubleshoot issues, and/or direct them to the appropriate person for specific information and assistance; may handle more complex questions and problems for other branch team members
Provide back-up support to the branch operations including but not limited to processing teller transactions, implementing floor management, assisting with loan applications, and other duties as assigned
Ready to see if we're a good match?
Apply to join Team Texans today
We look forward to meeting you soon!
Only applications that meet the following requirements will be considered. Please note, this position is NOT entry-level.
High school diploma or equivalent
Minimum of 6 months experience in a sales and service environment, preferably in a financial institution
Minimum of 6 months experience in a goal-orientated sales environment
Successful completion of a drug screen, credit check and background check