Member Services Representative Job at Austin Telco Federal Credit Union
Austin Telco Federal Credit Union Austin, TX 78759
Balcones HQ - 11149 Research Blvd., Austin, TX. 78759
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Austin Telco is looking for exceptional individuals 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, a willingness to set goals and achieve them, and a desire to build themselves up, as well as the community they call home.
At ATFCU, we offer competitive pay and benefits including a defined benefit plan that you are automatically enrolled in once you're hired. Along with vacation buyback for qualifying employees, 401(k), and holiday pay for federal holidays, the benefits just keep stacking up!
SCHEDULE: Full time employees must be available to work full time hours Monday through Friday and Saturdays as scheduled.
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.
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 six months related experience and/or training.
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.
Benefits include paid holidays, 401(k) and defined benefit (pension) plan, business casual dress code, medical, dental, vision insurance, long and short-term disability, paid vacation and sick leave, and more!
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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