Members Choice Credit Union (Houston, TX) · 3 months ago
Member Advocate I (Bilingual in Spanish)
Houston, TX, US
Full-time
Onsite
Entry Level
1+ years expMembers Choice Credit Union is a financial institution based in Houston, TX, seeking a Member Advocate I to provide excellent member service and process financial transactions. The role involves resolving account issues, suggesting financial services, and maintaining member relationships while adhering to established service standards.
CreditFinancial ServicesLending
Responsibilities
Provide prompt, professional, accurate service and support to all members and associates while abiding to member centric model for service standards established by the credit union
Within established levels of authority, process transactions, resolve problems and answer questions regarding account issues and Credit Union products and services within a timely manner
Receive, inspect, and verify cash and negotiable instruments for deposit, accept loan payments and perform a variety of other financial transactions as directed and in accordance with established policies and procedures
Open new memberships including IRA, Business accounts and online account opening; issue/order Debit cards, explain various account and ownership options, provide the necessary counseling to meet member’s needs, and obtain the required information and documentation
Maintain member account information and perform all types of account maintenance including but not limited to fraud claims and loan maintenance
Interview members for loan needs, processes loan applications, including pulling credit and review debt to cross-sell credit union products and services to members and meet established goals
Balance end of each workday as assigned by the manager; may assist with vault or cash dispenser and maintains up to date queues
Cultivate and maintain appropriate relationships with members and co-workers
Completes all mandatory compliance testing, implements credit union policies and procedures related and required by state and federal regulations. Including Bank Secrecy Act, SAR and CTR reporting
Actively participate in branch and all-staff meetings in order to maintain awareness of organizational issues and promotional campaigns, stays current on policies, procedures, services and member centric strategy
Attend training and complete online learning assignments to continuously increase job knowledge and overall performance in order to provide a high level of service to members and recommend solutions
Maintain professional appearance in accordance with established dress code
Maintain regular and predictable attendance
Participates in community relation activities and groups to represent the Credit Union
Performs other related duties as required and assigned
Qualification
Required
Provide prompt, professional, accurate service and support to all members and associates while abiding to member centric model for service standards established by the credit union
Within established levels of authority, process transactions, resolve problems and answer questions regarding account issues and Credit Union products and services within a timely manner
Receive, inspect, and verify cash and negotiable instruments for deposit, accept loan payments and perform a variety of other financial transactions as directed and in accordance with established policies and procedures
Open new memberships including IRA, Business accounts and online account opening; issue/order Debit cards, explain various account and ownership options, provide the necessary counseling to meet member's needs, and obtain the required information and documentation
Maintain member account information and perform all types of account maintenance including but not limited to fraud claims and loan maintenance
Interview members for loan needs, processes loan applications, including pulling credit and review debt to cross-sell credit union products and services to members and meet established goals
Balance end of each workday as assigned by the manager; may assist with vault or cash dispenser and maintains up to date queues
Cultivate and maintain appropriate relationships with members and co-workers
Completes all mandatory compliance testing, implements credit union policies and procedures related and required by state and federal regulations. Including Bank Secrecy Act, SAR and CTR reporting
Actively participate in branch and all-staff meetings in order to maintain awareness of organizational issues and promotional campaigns, stays current on policies, procedures, services and member centric strategy
Attend training and complete online learning assignments to continuously increase job knowledge and overall performance in order to provide a high level of service to members and recommend solutions
Maintain professional appearance in accordance with established dress code
Maintain regular and predictable attendance
Participates in community relation activities and groups to represent the Credit Union
Performs other related duties as required and assigned
Provides best of class, Member Centric service
Demonstration of effective time management, accuracy in work and mathematical skills including effective cash balancing
Ability to be resourceful with employees, members and prospective members
Strong professional verbal, written communication skills and creative thinking abilities
Ability to identify members banking issues and needs to promote products and services that ensure member financial goals are met
Ability to make decisions, use judgment within proper authority levels and assume responsibility for results
Promote a collaborative, cooperative and productive work environment
Knowledge in relevant software includes Microsoft Office, Word and Excel
A high school education or GED
Nature of position requires physical mobility and ability to lift a minimum of 50 pounds
Must have flexibility to deal with changing work hours and locations as needed
Preferred
One more year of work experience in member service, financial services or similar position preferred
Company
Members Choice Credit Union (Houston, TX)
Members Choice Credit Union is a full-service financial institution based in Houston, Texas. We have been in business for over 80 years.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Luke Billeri
President & CEO
Recent News
Business Journals
2023-06-20
2023-03-04
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