Thousand Oaks Branch Member Service Representative

Branch Member Service Representative – Thousand Oaks

Position:
Branch Member Service Representative (MSR)

Location:

12307 Nacogdoches Road, San Antonio, TX 78217
Base Pay: $20.00/hour (Full time). Additional $2.00/hour for bilingual Spanish/English certification.

Provide enthusiastic, professional, quality, prompt, courteous service to members, prospective members and the RBFCU team across multiple channels (in-person, video conference, drive‑thru, telephonic).

• Maintain control of cash and negotiable instruments per policies and regulatory laws.
• Engage in consultative, needs‑based conversations, actively listening, asking open‑ended questions, and demonstrating empathy to uncover financial needs and recommend appropriate products and services.
• Consistently meet or exceed minimum sales goals.
• Support RBFCU sales culture, reinforce best practices, and model consultative behaviors.
• Act as Branch Reservist, taking calls for the Member Service Center.
• Assess deposits for potential fraud and each interaction for impersonation to mitigate fraud losses.
• Assist members and prospective members with needs that involve other internal departments (Consumer Lending, Mortgage, Credit Union Service Organizations) while complying with policies.
• Qualify members and assist with opening, updating, and closing accounts; maintain current knowledge of the RBFCU Membership and Account Agreement.
• Prepare teller reports and escort members into designated areas when requested.
• Observe safety and security procedures, reporting unsafe conditions.

• High School diploma or GED.
• Six months of work experience (preferably financial institution, customer service, or sales).
• Attendance and promptness: flexible Monday through Saturday schedule.
• Ability to cover staffing at any location within the region, including branch transfers.
• Excellent communication and interpersonal skills.
• Problem-solving, timely decision making, and common sense to carry out detailed written or oral instructions.
• Proficient in PC, software and other office equipment.
• Ability to sit or stand for extended periods.
• Good vision (correctable), hearing, and manual dexterity; capable of reaching with hands and arms.
• Clear speaking ability.
• Preferred:
  Bilingual (English/Spanish).

All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.

• 401(k) with up to 10% matching.
• Competitive pay.
• Medical, vision, and dental benefits available from the first day.
• Tuition reimbursement plans.
• Life insurance.
• Pharmacy discount programs.
• Flexible Spending (FSA), Health Savings (HSA) and Dependent Care account options.
• Paid time off.
• Parental leave.
• Company-paid benefits: long-term disability, basic life insurance, wellness program, credit-monitoring service, employee assistance program.
• Training and volunteer opportunities.

RBFCU is a credit union in Texas with over 1 million members and more than $15 billion in total assets.