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Member Services Representative I

Member Services Representative I

Member Services Representative I

Advancial Federal Credit Union
Houston, TX 77079

Job details

Job Type

- Full-time
Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. We are an established and proactive full-service financial institution providing personal, convenient and advanced financial services to individuals and select group partners. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions.

At Advancial, we always strive to provide the best service and products to our members because we love what we do. We work together to build a culture that promotes a positive employee experience. We’ve been named a Best Company to Work for in Texas for nine consecutive years and a Best and Brightest Company to Work For nationally and locally because we’re serious about building fulfilling careers and not just day jobs.

We invite you to learn more about this position and what Advancial has to offer by completing our online application.

Advancial Federal Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters

Advancial Federal Credit Union participates in the Electronic Employment Verification process. Please click here for more information.

If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please complete the form below. If you’d like to view a copy of the company’s affirmative action plan, please complete this form.
The Teller (Member Servi ce Representative I) position will be responsible for assisting our members face to face, over the phone, and via email to process transactions or services such as; balance inquires, opening new accounts, deposits, withdrawals, and answering account questions.

Scope of Responsibilities:

  • This person will serve as a liaison between the member and the Credit Union.
  • Providing account information to members.
  • Performs routine transactions, including balance inquiry, deposits, withdrawals, cash advances, loan payments, history information, transfer, stop payments or photocopy of check(s) and check cashing.
  • Recommends products from marketing campaigns to generate cross sell opportunities.
  • Opens new accounts, checking, certificates, money markets, and CD accounts.
  • Processes close account requests, address changes, request wire transfers, stop payments, and order checks.
  • Maximizes service opportunities for current and prospective members and enhances communication through the daily use of Advancial’s customer relationship management system (PRISM).
  • Updates member demographic data, and communications with contacts.
  • Tracks sales and incentive goals as well as manages leads and referrals.
  • Uses organizational tools in the PRISM Calendar.
This position is located in our W. Houston Branch and requires Saturday availability.

Serves as liaison between member and the Credit Union. Provides account information, opens new accounts, handles member's daily credit union needs. Performs routine transactions, including deposits, withdrawals, cash advances, loan payments, transfer and check cashing. This position requires the employee to be service-oriented, self-motivated, and to be able to perform a variety of tasks.

include the following. Other duties may be assigned.

  • Cross-sells a wide array of Credit Union products including loan products, deposit products, and electronic services such as CUAnywhere and online banking. Should have basic knowledge of the features and benefits of loan products for effective cross-selling.
  • Receives checks and cash for deposit, verifies amount, and examines checks for endorsements.
  • Cashes checks and pays out money after verification of signatures and member balances. Places holds on accounts for uncollected funds in accordance with Advancial policies and procedures.
  • Receives and applies payments to Advancial loans, credit card payments and cash advances.
  • Enters customers’ transactions into computer to record transactions and issues computer generated receipts.
  • Balances currency, coin and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen.
  • Opens new accounts, checking, certificates, money markets and IRA accounts. This includes cross-selling debit card, CUAnywhere, and Online Banking. Verifies eligibility for new account and processes through ChexSystems prior to opening new accounts. Process check orders for members.
  • Responsible for correcting all new account exceptions or transactional errors under Teller Number.
  • Provides account information and handles member's daily credit union needs. Provides a variety of transaction services to members in the branch and by phone such as balance inquiry, transfer of funds, history information, stop payments or photocopy of check(s), etc. This includes researching and resolving member concerns.
  • Processes and balances bond redemptions when necessary.
  • Prepares daily checks received for deposit. This includes balancing, scanning checks, posting general ledgers.
  • Makes copies and files correspondence and other records on a daily basis.
  • May assist in opening and closing the branch as needed.
The minimum pay is $16/hr. and is based on experience.

Hiring Insights

Hiring for this role

• Mobile: NA

• Location: 29.779194:-95.61843

• Post ID: 21881387

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