Member Service Assistant

RALLY CREDIT UNION
Mission, TX Other
POSTED ON 11/22/2024 CLOSED ON 12/3/2024

What are the responsibilities and job description for the Member Service Assistant position at RALLY CREDIT UNION?

Job Details

Job Location:    Shary Branch - Mission, TX
Salary Range:    Undisclosed

Summary

PRIMARY OBJECTIVE OF POSITION

Responsible for establishing new memberships and increasing existing member account relationships through sales and referrals to meet performance targets. Determine the member's needs, tailoring credit products to meet their unique financial needs and goals. Cross sells all products and services while adhering to credit union policy and procedures.

ESSENTIAL JOB FUNCTIONS


SERVICE

  • Maintains excellence in delivering member service and exceeding the credit union and department service standards.
  • Perform daily responsibilities along with knowledge of opening and closing accounts, debit cards, servicing members, and processing stop payments, wire transfers, placing check orders, processing special instructions on accounts, e-services and performing general file maintenance and researching transactions.
  • Provide support to Receptionist area as needed.
  • If applicable, provide access and servicing to safe deposit box for members. (Spohn location only).

 

SALES

  • Providing a consultative sales approach to meet our member's financial needs by proactively identifying opportunities to cross-sell and up-sell beneficial products and services.
  • Fostering a teamwork attitude to ensure all credit union goals and objectives are achieved.
  • Consistently meet or exceed sales goals as set by management by effectively and efficiently cross-selling credit union products and services to both current and potential members.
  • Responsible for referring sales opportunities to other lines of business.
  • Input loan t applications to include recommendation of loan opportunities and forward to MSR/MSO for decision. 

 

COMPLIANCE & REGULATIONS

  • Maintain accurate data entry regarding member records, maintenance, and transactions; have the ability to find and correct errors.
  • Ensure the protection of the credit union’s interest in matters of adequate documentation; includes but not limited to loan, title work, and account packets.
  • Adherence to security, internal control procedures, policies and applicable laws and regulations.
  • Adhere to mandatory compliance, product, and credit union training.

  

All other duties as assigned.

 

RELATIONSHIPS AND CONTACTS

Reports To:  Branch Manager

Contacts:  Frequent contact with members and other departments face to face and by telephone.

 

Qualifications


EDUCATION

Requires a High School Diploma or GED

 

EXPERIENCE

One (1) year experience in assessing and meeting member needs, with 6 months of financial/banking/CU experience preferred.

 

PHYSICAL

Position involves wrist/hand manipulation, restriction to workstation for extended periods of time.  May be required to stand for extended periods of time. Vision abilities required by this job include close vision for frequent viewing of computer monitor and review of documents. Communication abilities required by this job includes clarity in speech and hearing for effective staff/member interaction. Must be flexible and willing to travel or relocate to different branches, as scheduled, or needed.


MENTAL

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must have a strong ability to read and carry out various written instructions and follow oral instructions. Must have a strong ability to speak clearly and deliver information in a logical and understandable sequence. The ability to anticipate member needs, initiate assistance, make recommendations of appropriate products/services. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

 

EQUIPMENT SKILLS

Personal computer with windows environment, ATM/ITM, scanner, and cash advance machine, calculator, copy machine, Debit card imprinter.

 

The above statements reflect the general details considered necessary to decide the principal functions of the job identified and shall not be construed as detailed description of all work requirements that may be inherent in the job.

Food Service Team Member
Southern Multifoods, Inc. -
Rio Grande, TX
Food Service Team Member
Southern Multifoods, Inc. -
Mission, TX
Food Service Team Member
Southern Multifoods, Inc. -
Mcallen, TX

For Employer
Looking for Real-time Job Posting Salary Data?
Keep a pulse on the job market with advanced job matching technology.
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Member Service Assistant?

Sign up to receive alerts about other jobs on the Member Service Assistant career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$36,353 - $44,120
Income Estimation: 
$50,046 - $85,890
Income Estimation: 
$48,407 - $60,573
Income Estimation: 
$32,695 - $44,539
Income Estimation: 
$40,790 - $49,867
Income Estimation: 
$41,127 - $54,019
Income Estimation: 
$40,790 - $49,867
Income Estimation: 
$47,190 - $59,575
Income Estimation: 
$48,946 - $63,310
Income Estimation: 
$47,190 - $59,575
Income Estimation: 
$64,616 - $81,830

Sign up to receive alerts about other jobs with skills like those required for the Member Service Assistant.

Click the checkbox next to the jobs that you are interested in.

  • Banking Products Skill

    • Income Estimation: $32,695 - $44,539
    • Income Estimation: $34,007 - $42,630
  • Cash Reconciliation Skill

    • Income Estimation: $31,323 - $35,754
    • Income Estimation: $32,529 - $47,165
This job has expired.
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at RALLY CREDIT UNION

RALLY CREDIT UNION
Hired Organization Address Allen, TX Other
Job Details Level : Entry Job Location : Northgate Branch - McAllen, TX Salary Range : Undisclosed Description PRIMARY O...
RALLY CREDIT UNION
Hired Organization Address Weslaco, TX Other
Job Details Job Location : Weslaco Branch - Weslaco, TX Position Type : Part Time Salary Range : Undisclosed Description...
RALLY CREDIT UNION
Hired Organization Address Corpus Christi, TX Other
Job Details Job Location : JWV Administration Building - Corpus Christi, TX Position Type : Full Time Salary Range : Und...
RALLY CREDIT UNION
Hired Organization Address Allen, TX Other
Job Details Job Location : Northgate Branch - McAllen, TX Salary Range : Undisclosed Summary PRIMARY OBJECTIVE OF POSITI...

Not the job you're looking for? Here are some other Member Service Assistant jobs in the Mission, TX area that may be a better fit.

Buyer

Member Construction, Pharr, TX

Resident Engineer

Member Construction, LLC., Pharr, TX