Description
Position Purpose and Objectives
Under occasional supervision, this position processes member setup, maintenance and documentation requests. Employee provides quality customer service to internal and external customers that meets and exceeds expectations.
Major Duties and Essential Functions
- Embraces the core values of Texans CU including excellence, people, integrity, and collaboration.?
- Processes member requests and maintenance daily for, new accounts, closed accounts, account maintenance and IRA transactions.
- Complete requests for producing member letters, document copies and performing complex research .
- Complete daily mail room and records duties.
- Complete monthly maintenance as scheduled on accounts and member records.
- Assist branch staff with member-related questions regarding IRAs, estate/deceased accounts.
- Review trust and Power of Attorney documents.
- Support processes related to unclaimed property reporting and/or subpoenas.
- Expected to learn and perform other assigned backup duties including scanning records into the records imaging repository.
- Take calls from internal staff via a support line.
- Converse with members in relation to processes/functions owned by the Deposit Services team.
- Manage workload of assigned projects and tasks while meeting deadlines and maintaining accuracy.
- All other duties will be assigned by the manager, as needed.
Grade 6
Requirements
Specific knowledge, skills, and abilities required for this position:
- MS Office Tools (Word, Excel, Project, PowerPoint, Adobe)
- Ability to effectively manage time, prioritize work, multi-task across many assignments.
- Ability to work with limited supervision and within a small team environment.
- Strong collaboration and written/verbal communication skills.
- Demonstrated experience delivering results in an ambiguous and changing environment, the ability to work independently and be a self-starter.
Education:
High school diploma or GED.
Experience:
One to two years of credit union/banking experience relating to financial institution operations.
Skills Required
- Proficiency with MS Office tools (Word, Excel, Project, PowerPoint) and Adobe
- Ability to effectively manage time, prioritize work, and multi-task across assignments
- Ability to work with limited supervision and within a small team environment
- Strong written and verbal communication and collaboration skills
- Demonstrated ability to deliver results in an ambiguous and changing environment; self-starter
- High school diploma or GED
- One to two years of credit union/banking experience related to financial institution operations
What We Do
We are a $2 billion credit union owned and operated in the Dallas-Fort Worth metro area. We are a not-for-profit institution that is owned by you, the member. Because we are owned by you, there are no stockholders, which enables Texans Credit Union to take the money it earns and use it to offer better rates and lower fees. Texans' mission is not only to improve the economic well-being of its members, but to improve the well-being of the communities it serves. Here at Texans, we believe you deserve the best, and we welcome you to come find out what makes Texans Credit Union more than a bank. Want to know more? Visit our About Us page at www.texanscu.org. Texans is committed to providing an environment where employees are valued, treated with respect and dignity, have the opportunity for learning and developing their careers, and are compensated fairly for their contribution to the company. Our goal from day one is to make you feel welcome, valued and challenged so your time at Texans is productive and fulfilling. Careers: We are always on the lookout for people who love a challenge and have a passion for helping others! If you are actively seeking employment, please search our current open positions, submit your application, and upload your resume online. If you're a potential fit, we'll be in touch soon.
