Member Service Representative – Cedar Park

United Heritage Credit Union
July 14, 2019
Cedar Park, TX
Job Type


The Member Service Representative (MSR) at United Heritage Credit Union (UHCU) is the first point of contact for our members and serves as a liaison between the member and the credit union. You will monitor lobby traffic to ensure smooth operation and outstanding member service. Each day you will greet, assist and educate members by answering basic checking, saving, loan questions and more. This position builds member loyalty by developing relationships with our members while generating new business by actively cross-selling credit union products and services.

Greet members and facilitate a welcoming and customer-focused environment.

Act as primary branch contact for service and account maintenance requests, including but not limited to performing account modifications, fraud reports, check orders, account reconciliations, debit card reissues, notary services, and IRA transactions.

Perform routine member transactions including deposits, withdrawals, cash advances, loan payments, transfers, and check cashing.

Assist and direct members to the appropriate staff member to open accounts and certificate of deposits.

Keep members informed and explain credit union products and services, while actively cross-selling those services and products when appropriate.

Maintain a good working relationship with fellow staff members and provide assistance when needed.

Excellent listening ability and verbal communication skills.

The ability to find solutions independently.

Passion for providing outstanding service to our members.

Strong attention to detail, with a focus on accuracy and quality of work.

Ability to multitask in a fast-paced environment.

High school diploma or GED equivalent required.

At least 1 year of related experience in a sales and service environment with face-to-face customer interaction and cash handling.

At least 1 year of experience in a goal-oriented sales environment.

Basic knowledge of credit union operations including new accounts, IRAs, loans, and share certificates.

Previous Financial Institution Experience Is Preferred.

Bilingual (English/Spanish) is a plus.

UHCU has been in the community for over 60 years, providing superior, personalized service to our members. Founded in 1957, we are an Austin-based credit union with over $1 Billion in assets, 12 branches located throughout Austin and Tyler, Texas, and approximately 210 employees. Our team members voted us as one of the Austin-American Statesman's Top Workplaces for six consecutive years. UHCU goes above and beyond to cultivate a culture of integrity and innovation. Being part of our credit union means being part of our community.

Company Description

United Heritage Credit Union has provided comprehensive banking services to its members since its inception as Military Federal Credit Union in 1957. Headquartered in Austin, Texas, United Heritage CU serves the greater Austin and Tyler areas through twelve branch locations including Manchaca, Slaughter, Georgetown, Lakeway, Kyle and Tyler. Membership is open to anyone that lives, works or attends school within Travis, Williamson, Bastrop, Caldwell, Hays, Smith and Wood county, or is a relative of a current member.

United Heritage CU currently employs over 200 people and provides quality, personalized banking services while maintaining a strong financial position.

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