Role OverviewThe Member Services Specialist position at Austin Telco Federal Credit Union involves providing accurate, courteous, and prompt service to members through multichannel support, including phone, email, secure messaging, in-person interactions, and other digital communications. The role requires opening and updating accounts for members, ensuring all products, services, fees, and qualifications are disclosed. The Specialist will also provide thorough knowledge and daily assistance in complex account handling, including personal, business, IRA, Trust, and Estate accounts.
What You Will Do
The main day-to-day responsibilities of the Member Services Specialist include providing accurate, courteous, and prompt service to members, opening and updating accounts, providing thorough knowledge and daily assistance in complex account handling, and answering member and staff questions regarding accounts, products, and services.
Why It Might Be a Fit
The ideal candidate for this position will have a high school diploma or GED, a minimum of one year of related experience in a credit union or bank, and thorough knowledge of complex account handling, including IRAs, Trusts, Estates, and business accounts. The candidate should also have strong verbal and written communication skills, ability to audit and verify account documentation with accuracy, and integrity and professionalism in all actions.
Requirements
- High school diploma or GED
- Minimum of one (1) year of related experience in a credit union or bank
- Thorough knowledge of complex account handling, including IRAs, Trusts, Estates, and business accounts
- Strong verbal and written communication skills
- Ability to audit and verify account documentation with accuracy
- Integrity and professionalism in all actions
- Demonstrated experience opening personal and business accounts
- Ability to apply CIP requirements accurately and consistently
- Strong attention to detail with proven accuracy in data entry
- Ability to follow written, verbal, and diagram-based instructions
- Ability to work effectively in both individual and team environments
- Strong time management skills and the ability to manage multiple priorities
Benefits
- Salary Range: $46,000-$52,000
- Good credit standing (verified prior to interview)
- Successful background check and drug screening upon offer
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