Member Services Representative II
Stephenville, TX
Role:
To assist members and potential members with their Credit Union needs; explains services, sets up new accounts, respond to problems, and direct members to the appropriate people. This also includes assisting members with their loan applications; processing and making loan disbursements.
Essential Functions & Responsibilities:
Assists members with opening and closing of several types of offered accounts, answers questions about products and services and resolves problems that are within their authority to resolve. Refers problems that are beyond their authority to their supervisor, along with their recommendations.
Take member loan, credit card applications, and prepare them for review by a Loan Officer. Follows up with the Loan Officer to determine the status. Processes approved loans and sets up date and time to close loan and make disbursements.
Identifies cross-sell opportunities and cross-sells services to members.
Acts as liaison between members and various organizations and departments.
Assures that appropriate records are maintained and required reports are prepared.
Maintains member account information on computer system.
Performs other related duties as assigned.
Knowledge and Skills:
Experience: One year to three years of similar or related experience.
Education: A high school education or GED.
Interpersonal Skills: Work involves contact with persons beyond immediate associates regarding routine matters for the purpose of giving or obtaining information which may require some discussion. Outside contacts take the form of service to the public (members or vendors), requiring
ordinary courtesy in providing assistance and information.
Other Skills and Requirements: Able to operate a 10-key calculator, typewriter, and computer keyboard. Being bilingual is highly preferred for this role.
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Stephenville, TX
Role:
To assist members and potential members with their Credit Union needs; explains services, sets up new accounts, respond to problems, and direct members to the appropriate people. This also includes assisting members with their loan applications; processing and making loan disbursements.
Essential Functions & Responsibilities:
Assists members with opening and closing of several types of offered accounts, answers questions about products and services and resolves problems that are within their authority to resolve. Refers problems that are beyond their authority to their supervisor, along with their recommendations.
Take member loan, credit card applications, and prepare them for review by a Loan Officer. Follows up with the Loan Officer to determine the status. Processes approved loans and sets up date and time to close loan and make disbursements.
Identifies cross-sell opportunities and cross-sells services to members.
Acts as liaison between members and various organizations and departments.
Assures that appropriate records are maintained and required reports are prepared.
Maintains member account information on computer system.
Performs other related duties as assigned.
Knowledge and Skills:
Experience: One year to three years of similar or related experience.
Education: A high school education or GED.
Interpersonal Skills: Work involves contact with persons beyond immediate associates regarding routine matters for the purpose of giving or obtaining information which may require some discussion. Outside contacts take the form of service to the public (members or vendors), requiring
ordinary courtesy in providing assistance and information.
Other Skills and Requirements: Able to operate a 10-key calculator, typewriter, and computer keyboard. Being bilingual is highly preferred for this role.
FIND MORE LOCAL JOB LISTINGS HERE!
