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Member Service Assistant

Rally Credit Union · Brownsville, Texas, US

Job Location: Morrison Branch - Brownsville, TX 78520Position Type: Full TimePRIMARY OBJECTIVE OF POSITION Responsible for establishing new memberships and i...

Job description

Job DetailsJob Location: Morrison Branch - Brownsville, TX 78520Position Type: Full TimePRIMARY OBJECTIVE OF POSITION 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. ESSENTIAL JOB FUNCTIONS: Maintains excellence in delivering member service and exceeding the credit union and department service standards. Perform daily responsibilities along with knowledge of opening and closing accounts, debit cards, servicing members, and processing stop payments, wire transfers, placing check orders, processing special instructions on accounts, e-services and performing general file maintenance and researching transactions. Provide support to Receptionist area as needed. If applicable, provide access and servicing to safe deposit box for members. (Spohn location only). Providing a consultative sales approach to meet our member's financial needs by proactively identifying opportunities to cross-sell...