Union Secretary Jobs in Texas (NOW HIRING)

Position Title:      MSR Service                                                        Department:    Contact Center                               

Classification:    Non-Exempt                                                         Approved By:   CEO

REPORTING RELATIONSHIPS

Position Reports To:       Contact Center Servicing Manager

Positions Supervised:     None         

POSITION PURPOSE

Responsible for performing a broad variety of member services such as opening and closing accounts, renewing certificate accounts, and assisting members with their accounts. Answers member questions regarding Credit Union services provided and performs a variety of account maintenance.   Cross-sells services and performs related receptionist and secretarial functions as required.  Assists or refers members with any and all questions or problems that arise.  Attends to all telephone inquiries and transactions for members. Provides general Credit Union information and cross-sells services.

NATURE AND SCOPE

This position requires excellent public relations skills and a thorough understanding of Credit Union services, products, policies, and procedures as well as related legal requirements.  Good organization, accuracy, professionalism, and tact are vital to the successful execution of this position.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

1.            Assumes responsibility for the effective and professional performance of member service functions.

a.            Presents and explains Credit Union services and products to members and assists in meeting their financial needs.  Opens and closes accounts. Orders checks for member accounts.  Completes payroll deductions and authorization forms.

b.            Answers questions and solves problems for members by listening to problems, collecting data, securing answers, and reporting results to the inquiring party.  Resolves member bookkeeping and checking account problems.  Takes stop payment orders.

c.            Renews and updates certificate accounts.

d.            Receives and directs members and telephone calls.   Responds to inquiries and questions, or direct them as necessary.  Records and relays messages.

e.            Performs file maintenance and account changes as needed. 

f.             Maintains IRA accounts and answers questions regarding IRAs.

2.            Assumes responsibility for establishing and maintaining effective, professional business relations with members.

a.            Resolves member requests and questions promptly, courteously, and professionally.

b.            Keeps members informed of Credit Union services and policies.

c.            Maintains and projects the Credit Union's professional reputation. 

3.            Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and management.

a.            Assists area personnel as required.

b.            Keeps supervisor informed of area activities and significant problems.

c.            Completes required reports and records accurately and promptly.

d.            Attends meetings as required.

4.            Assumes responsibility for related duties as required or assigned.

a.            Actively and professionally cross-sells Credit Union services. 

b.            Performs related clerical and secretarial duties as needed.

c.            Ensures that the work area is clean, secure, and well maintained.

d.            Performs research and NSF duties as needed.

PERFORMANCE MEASUREMENTS

1.            Member Services functions are effectively performed in accordance with established Credit Union policies and with legal and regulatory requirements.

2.            Good business relations exist with members.   Programs and services are properly and thoroughly explained and members' needs are accurately assessed.  Members' problems are courteous and promptly resolved.

3.            Required reports are accurate and timely.

4.            Good working relationships exist with area personnel and with management.  Area personnel are assisted as needed.

5.            Credit applications and related financial data are closely and effectively analyzed and evaluated.

QUALIFICATIONS

Education/Certification:       High school graduate or equivalent.

Required Knowledge:              Member Service operations and procedures. 

                                                            Basic understanding of Credit Union operations.

Experience Required:              One year to three years of similar or related experience.                                                              

Skills/Abilities:                           Good communication skills. 

                                                            Professional appearance, dress, and attitude.

                                                            Good math skills.

                                                            Ability to operate related computer applications, and other business equipment including adding machine, typewriter, copy machine, coin and money counting machines, and telephone. 

                                                            Good typing skills.

PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

Talking:                                          Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.