Member Service Representative

Texans Credit Union

. Serve as a liaison between members and the credit union .

Posted 9/22/2026full-timeRichardson • Texas • United StatesJunior💰 $20 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing exceptional customer service in a call center environment, with a strong knowledge of credit union products, services, and compliance regulations. Capable of performing account service transactions and resolving member issues efficiently.

Highest-signal resume keywords

Customer Service ExcellenceCredit Union Product KnowledgeAccount Service TransactionsSales ExperienceProblem Resolution

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account MaintenanceIRA TransactionsElectronic Channel AccessFraud ReportingAccount ReconciliationDebit Card ReissueTransfer ProcessingWithdrawal ProcessingCheck RequestsLine of Credit Advances

Soft Skills

Professional CommunicationProblem SolvingGoal Orientation

Certifications & Qualifications

High School Diploma or Equivalent

Industry Keywords

Credit UnionFinancial InstitutionCompliance RegulationsCall Center EnvironmentSales Environment

About the role

Key responsibilities & impact

Serve as a liaison between members and the credit union
Provide information about credit union products, services and account information by phone
Perform account service and maintenance transactions
Treat members and callers professionally in line with EPIC values
Process transactions promptly, efficiently and accurately
Provide telephone service concerning credit union products and policies
Respond to member requests, problems and complaints; resolve issues or direct members appropriately
Handle diverse member service requests, including IRA transactions, electronic channel access, account modifications, fraud reports, address changes, check orders, account reconciliations and debit card reissues
Process transfers of shares to loan payments, share withdrawals, check requests, CD transactions, line of credit advances and other member requests
Promote and cross-sell products and services based on members’ needs
Maintain accurate knowledge of products, services, systems, policies, procedures and compliance regulations
Research deposit, withdrawal and loan-payment discrepancies
Cross-train on complex account servicing, electronic servicing and basic lending functions
Perform other duties as assigned

Requirements

What you’ll need

High-school diploma or equivalent
Minimum 1 year in a Call Center environment
1 year experience at a Financial Institution
Minimum 6 months in a goal oriented sales environment
Must successfully complete a credit check, background check and drug screen
Ability to provide exceptional customer service by phone
Knowledge of credit union products, services, systems, policies/procedures and compliance regulations
Ability to perform account service and maintenance transactions
Ability to handle IRA transactions, electronic channel access, account modifications, fraud reports, address changes, check orders, account reconciliations and debit card reissues
Ability to handle transfers, withdrawals, check requests, CD transactions and line of credit advances
Ability to cross-train on complex account servicing, electronic servicing and basic lending functions

Benefits

Comp & perks

Hybrid remote work after the initial 5 to 6 week training period
Remote work after training, with onsite work required at least twice a week