Jobs in League City, TX

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Position Summary

The Member Service Representative III (MSR) provides exceptional member experience to engage new and existing members with new account applications, consumer lending, and additional credit union services. The MSR III is responsible for establishing memberships and additional accounts via online applications, including document verification, screening applicants with security questions, and / or follow-up on submitted loan applications for additional information or documentation needed. They will actively seek opportunities with members and non-members to cross-sell various credit union products and services by telephone and / or written correspondence.

Principle Duties and Responsibilities

• Willingness and ability to exhibit Wellby Core Values every day.
• Works purposefully and is driven to provide the best team member experience.
• Acts as a Subject Matter Expert in our products and services offerings, and in our new accounts and consumer lending processes.
• Connects our members with experts in financial services (investments), home loans, and financial counseling to assess known and unknown needs that will help our members achieve financial freedom.
• Facilitates the member experience where members need assistance the most, delivering a personable five-star experience from inbound / outbound phone calls, digital channels, and / or other contacts from members.
• Responsible for delivering high-quality member service, while focusing on complex issues and using their knowledge of our multiple products to maximize member participation.
• Understands and complies with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Wellby Financial Credit Union's policies and procedures.
• Understands all the functions of retail banking, including Teller, Member Service, Loan Origination, and deepening relationships.
• Applies advanced knowledge and experience to situations and can recognize potential concern for fraud or other loss, including reputation risk to a member or Wellby.
• Completes all mandatory compliance testing on time. Implements processes as required by the Bank Secrecy Act and Wellby policies and procedures.
• Performs other related duties as assigned.

Knowledge, Skills, and Abilities (KSA)

Supervisory Responsibilities

Complexity & Scope of Work

Physical Demands & Work Environment

Minimum Qualifications

For All Candidates

This is a Full-Time, Hourly (non-exempt) role.

Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. If you'd like more information about your EEO rights as an applicant under the law, please contact Human Resources.

Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation, please email [email protected] or call 281-226-1696 for assistance.

Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the organization.