Member Services Coordinator - Austin, United States - Austin Telco Federal Credit Union

Mark Lane

Posted by:

Mark Lane

beBee recruiter


Description
:

Are you passionate about making a difference in the Austin community while serving as the cornerstone of our credit union's member services? Can you see yourself not only building strong relationships with our members but also actively contributing to the well-being and prosperity of our local community?

Austin Telco is looking for exceptional individuals for our
Member Service Coordinator position.

with a passion to help build a better future for the communities we serve and for themselves as career-oriented people.

These individuals need to have strong values, detailed orientated and have strong relationship building with members in the community they call home.


Compensation
Starts at $41,000 per year.

Benefits include paid holidays, 401(k) and defined benefit (pension) plan, business casual dress code, medical, dental and vision insurance, long and short-term disability, paid vacation and sick leave, and more


Location:
11149 Research Blvd, Ste 300, Austin, TX 78759.


Schedule:

Regular full time hours between 8:
00 AM and 4:
30+ PM Monday through Friday and alternating Saturdays from 8:
00 AM to 12:
00 PM. Saturdays are remote.


SUMMARY:

Provides excellent member service by performing financial transactions, opening accounts, promoting products and services and all other duties as assigned.


ESSENTIAL DUTIES AND RESPONSIBILITIES:

include the following. Other duties may be assigned.

  • Provide accurate, courteous, and prompt service to members in person, by electronic communication and by phone.
  • Provide members with account balances, services available, and general information.
  • Open and update accounts for members ensuring all products, services, and associated fees are discussed and disclosed to the member. These include but are not limited to personal, business, IRA, Trust and Estate accounts.
  • Display a full understanding of CIP policy and applies this to all accounts.
  • Close accounts ensuring there are no loan balances, outstanding transactions, or open safe deposit boxes.
  • Open online accounts.
  • Assist as needed with processing IRA audits and incoming and outgoing IRA transfer requests.
  • Reviews daily reports to include certificate FM report, certificate renewal report, and new online shares report.
  • Train other employees as needed.
  • Assists members in the process of closing a loan as needed.
  • Ensure own account documents processed are audited and scanned/turned in for scanning in a timely manner.
  • Ensure all account documents are prepared with accuracy.
  • Attend all training sessions as assigned.

Requirements:


QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


EDUCATIONS and/or EXPERIENCE:

High school diploma or general education degree (GED) and no less than 1 year related experience and/or training, preferable in a credit union/financial institution in a similar role.


_ Good credit standing is also required and will be verified during pre-employment stage. Once a contingent job offer is made, a criminal background check will be completed._


Austin Telco Federal Credit Union is a member owned, non-profit financial cooperative that has been serving the Austin Community since 1941.

We seek individuals who want to help build "True Financial Futures" for the communities we serve and for themselves as career-oriented people.

We're looking to grow our teams with those that have strong values and a desire to build up themselves and the community they call home.


Austin Telco Federal Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.


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