MSR (West Houston / Katy) Job in 77079, Texas US

A West Houston area Credit Union is seeking a Member Service Representative to open new accounts and sell products and services.  

Duties and responsibilities:

·        Assess member needs and recommend appropriate deposit, loan, non-deposit investment, insurance, electronic or other products and services of the Credit Union. Identify and successfully act on product or service sales opportunities consistent with established sales standards.

·        Investigate and verify financial status of members applying for loans; prepare documents and process applications within established guidelines.

·        Provide efficient and accurate information and service to members either in person, by phone,fax, e-mail or by mail. Respond to and resolve member inquiries and concerns in a timely manner. 

·        Responsible for constantly developing greater knowledge in all areas of Credit Union operations, compliance, products and services consistent with established standards.


Position requirements:


Experience:
Must have minimal 2 years experience preferably in a retail setting.
Education:
  A high school diploma or its equivalency.


Skills:
Must possess excellent verbal and written communication skills; ability to cross-sell services and products; thorough knowledge of all credit union products and services; ability to handle confidential information with discretion; must be able to demonstrate the ability to be an active communicator, both listening and speaking skills; must possess the attitude to accept "empowerment", work effectively, willing to accept new ideas and adapt to change; must be able to demonstrate   initiative in identifying problems/solutions and enhancing quality service; and must be able to maintain a positive attitude.

 

Qualified Candidates may  e-mail resume as a "Word" attachment to jobs@cuer.org Please reference the job title and your name in the subject line.