AA2IT ยท 1 month ago
Member Service Representative Teller
Sugar Land, TX
Full-time
Onsite
Entry, Mid Level
2+ years expAA2IT is a credit union seeking a Member Service Representative Teller. The role involves serving as a liaison between members and the credit union, providing account information, opening new accounts, and handling daily member needs with a focus on service and detail orientation.
Cloud Data ServicesConsultingInformation Technology
Responsibilities
Greet and welcome members and visitors to the credit union in a professional manner. Provide prompt, efficient and accurate service in the processing of transactions
Respond to member requests, concerns and questions as they are presented i.e. email, phone calls, walk-ins, member relationship software, call center tickets, etc. in a professional and timely manner
Assist members with their plastic card related issues including mailing cards, if necessary
Open new accounts and service existing accounts. Set up new account files and provide members with all necessary information for membership
Promote credit union products and services based on member's needs
Perform account maintenance on member accounts when requested, with proper documentation/authorization
May perform the following teller duties, as a Backup Teller: receive checks and cash for deposit, verifies amount, and examines checks for endorsements. This includes loan payments and processing credit card payments. Cashes checks and pays out money after verification of signatures and member balances. Places holds on accounts for uncollected funds in accordance with policies and procedures. Enters customers' transactions into computer to record transactions, and issues computer generated receipts
Promote and explain other credit union services as needed
Answer telephones; provide members with information as requested
Ensure propriety and confidentiality of members' information
Ensure compliance with policies and procedures, rules and regulations including but not limited to the Bank Secrecy Act, the Patriot Act and the Office of Foreign Assets Controls
Other duties as assigned
Qualification
Required
Candidate MUST have credit union and/or banking experience as a Member Service Representative
MUST Meet all the criteria in Job Description
Credit Check required. Manager must review before offer made. No Bankruptcy, No Collections
Candidate Must be able to work with minimal supervision
Self-sufficient
Work well with other team members
Minimum 2 years of customer/member service with a credit union or bank; required
Previous cash handling experience; required
Preferred
Client/DNA core experience, a plus
Company
AA2IT
Aamazing IT offers IT solutions, Salesforce consulting, AI, data analytics, and staffing services.
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase