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Member Service Specialist
Members Choice Credit Union (Houston, TX). Perform member service duties across MCCU retail locations and call center locations .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates exceptional member service skills and effective communication while processing financial transactions and resolving account issues. Proficient in compliance testing and maintaining accurate member account information in a fast-paced environment.
Highest-signal resume keywords
Member Service SkillsFinancial Transaction ProcessingCompliance TestingEffective CommunicationTime Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial TransactionsLoan ProcessingAccount MaintenanceCash BalancingFraud Claims ManagementCredit ReviewCross-SellingMicrosoft OfficeBSA ReportingCTR Reporting
Soft Skills
Creative ThinkingDecision MakingAccountabilityInterpersonal SkillsFlexibility
Industry Keywords
Credit UnionMember AccountsIRA AccountsBusiness AccountsFiduciary AccountsPOA AccountsRemote Service RequestsCommunity RelationsCompliance PoliciesFinancial Services
Tech Stack
Tools & technologiesVault
About the role
Key responsibilities & impact- Perform member service duties across MCCU retail locations and call center locations
- Process financial transactions, account maintenance, loan processing, and member requests
- Resolve account issues and answer questions about Credit Union products and services
- Answer 40–80 inbound calls daily for eBranch Servicing and eBranch Solutions
- Assist with chat, email, online banking messages, and remote service requests
- Receive, inspect, and verify cash and negotiable instruments; accept loan payments
- Open new memberships, including IRA, business, fiduciary, POA, and online accounts
- Issue or order debit cards and counsel members on account and ownership options
- Maintain member account information, including fraud claims, loan maintenance, and decedent accounts
- Interview members for loan needs, process applications, pull credit, and review debt
- Cross-sell credit union products and services and meet established goals
- Balance at the end of each workday and assist with vault or cash dispenser duties
- Complete mandatory compliance testing and implement policies related to state and federal regulations, including BSA, SAR, and CTR reporting
- Participate in branch and all-staff meetings, training, online learning, and community relations activities
- Foster positive relationships with coworkers and members while demonstrating MCCU’s IMPACT culture
- Perform other related duties as assigned
Requirements
What you’ll need- High school education or GED
- Two or more years of work experience in member service, financial services, or a similar position preferred
- Exceptional member service skills
- Effective time management, accuracy, and mathematical skills, including cash balancing
- Strong professional verbal and written communication skills
- Creative thinking abilities
- Ability to make decisions and use judgment within proper authority levels
- Accountability for results
- Knowledge of relevant software, including Microsoft Office products
- Ability to stand for long periods, sit, walk, use hands, reach, stoop, kneel, crouch, or crawl
- Close vision and ability to adjust focus
- Physical mobility and ability to lift a minimum of 50 pounds
- Flexibility to deal with changing work hours and locations
Benefits
Comp & perks- Training and online learning assignments
- Participation in community relation activities and groups
- Reasonable accommodations for individuals with disabilities
- Flexibility to work changing hours and locations as needed