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Member Services & Loans Financial Specialist
Job in
Portland, San Patricio County, Texas, 78374, USA
Listed on 2026-09-01
Listing for:
Coastlife-Credit-Union
Full Time
position Listed on 2026-09-01
Job specializations:
-
Finance & Banking
Bank Customer Service, Banking & Finance -
Customer Service/HelpDesk
Bank Customer Service, Banking & Finance
Job Description & How to Apply Below
Coastlife-Credit-Union in Texas seeks a client-focused Financial Services Representative to open/close accounts, service loans, and answer member questions about credit union products. You will cross-sell services, handle inquiries by phone and in person, maintain IRA accounts, and ensure accurate processing of transactions while upholding security and confidentiality.
Prior experience in a retail banking or credit union setting is preferred; strong communication and public relations skills are
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