• Financial Services Representative

    Financial Services Representative

  • Financial Services Representative (Banking/Credit Union Experience Required)

    Job Type: Full-Time
    Location: Austin, TX
    Schedule: Monday–Friday 8:45am to 5:15pm

    About the Role

    We’re hiring a Member Services Representative to support our members by phone and in person. This position is a key part of the member experience—answering questions, resolving issues, and handling a wide variety of account service needs.

    You'll be the first point of contact in assisting our members with their account needs.

    What You’ll Do

    Assist members in person and over the phone with account and service needs
    Handle member inquiries related to accounts, debit cards, online banking, and general member services
    Process account maintenance requests and documentation (updates, changes, forms, etc.)
    Research and resolve member issues in a timely, professional manner
    Work closely with internal departments to ensure member needs are met
    Maintain accurate notes and documentation in member systems
    Follow all policies, procedures, and compliance requirements
    Protect member confidentiality and ensure secure handling of information
    Provide a consistently positive, helpful, and professional member experience
    Required Qualifications

    High school diploma or equivalent
    Banking or credit union experience required
    Strong customer service and communication skills
    Comfortable working in multiple computer systems and performing accurate data entry
    Detail-oriented and able to manage multiple priorities
    Preferred Qualifications

    Symitar core processing experience (highly preferred)
    Experience with account servicing and member support
    Familiarity with debit card servicing, online banking support, and account maintenance
    Bilingual skills (a plus, not required)
    Benefits

    We offer a benefits package that’s hard to beat:

    100% employer-paid medical insurance
    100% employer-paid dental insurance
    10% employer contribution to 401(k)
    Generous PTO package
    Growth opportunities and a supportive team environment
    Why This Role Matters

    This is a high-impact position where you’ll be a trusted resource for members, helping them solve problems and making sure their needs are handled with care and accuracy. We look forward to hearing from you!
    Benefits:

     

    401(k)
    401(k) 10% Match
    Dental insurance
    Employee assistance program
    Flexible spending account
    Health insurance
    Health savings account
    Life insurance
    Opportunities for advancement
    Paid time off
    Vision insurance
     
    Work Location: In person

  • Employment Application

    PECU is an equal opportunity employer. We are dedicated to a policy of non-discrimination on any basis including race, creed, color, age, sex, religion, national origin or disability. To help us learn about your experience, abilities and interests, please complete this Application for Employment thoroughly, even if you have also provided us with a resume.
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  • Format: (000) 000-0000.
  • What is the highest level of education you have completed?*
  • Skills & Qualifications (select all that apply)*

  • Employment History

    Start with your current or most recent job. Alternatively, you may attach a copy of your resume that provides requested information.
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  • References

     Please list two (2) references that are familiar with your work life.

  • Additional Questions

  • Have you previously worked at PECU?*
  • Do you have any relatives who are employed by PECU or on the Board of Directors?*

  • Acknowledgement & Signature

    I certify that all the information provided by me in connection with my application, whether on this document or not, is true and complete, and I understand that any misstatement, falsification, or omission of information shall be grounds for refusal to hire, or if hired, termination. I also understand that I am required to abide by all rules and regulations of the employer. I voluntarily authorize PECU to verify information related to my education, employment(with the exception of current employment, until I have authorized such contact), and criminal record. I also authorize PECU to procure an investigative consumer report for purposes of this application. I hereby release from liability all persons or entities supplying or collecting such information. I understand that state or federal agencies may request information concerning my application for employment with PECU and the terms and conditions of any offer or refusal of employment. I agree that PECU may release this information to these agencies. I understand that if I am offered employment, the offer will be contingent on on my being bondable. I agree to permit PECU to check my bond history with its bond carrier or with a nationwide bond carrier database
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