Member Service Assistant

Job Details

Job Location:

Harlingen Branch - Harlingen, TX 78550

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.

• Maintain excellence in delivering member service and exceeding credit union and department service standards.
• Perform daily responsibilities such as opening and closing accounts, handling debit cards, servicing members, processing stop payments, wire transfers, check orders, special instructions, e‑services, general file maintenance, and researching transactions.
• Provide support to the Receptions area as needed.
• Provide access and servicing to safe deposit boxes for members at the Spohn location (if applicable).
• Utilize a consultative sales approach to meet member financial needs by proactively identifying opportunities to cross‑sell and up‑sell beneficial products and services.
• Promote a teamwork attitude to achieve all credit union goals and objectives.
• Consistently meet or exceed sales goals set by management by effectively and efficiently cross‑selling credit union products and services to current and potential members.
• Refer sales opportunities to other lines of business.
• Input loan applications, recommend loan opportunities, and forward to MSR/MSO for decision.
• Maintain accurate data entry regarding member records, maintenance, and transactions; find and correct errors.
• Ensure the protection of the credit union’s interests by documenting loan, title work, and account packets accurately.
• Adhere to security, internal control procedures, policies, and applicable laws and regulations.
• Adhere to mandatory compliance, product, and credit union training.
• Understand and follow regulatory compliance requirements, including BSA, AML, OFAC, CIP, and Member Due Diligence (MDD) as they relate to the role.
• Complete BSA/AML compliance training annually.
• Perform any other duties assigned.

Reports To:

Branch Manager

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

• High School Diploma or GED.
• One year of experience assessing and meeting member needs; 6 months of financial/banking/CU experience preferred.
• Physical ability to manipulate wrist/hand, stand for extended periods, and use a computer monitor for frequent viewing.
• Strong communication skills for effective staff/member interaction.