Member Services Associate

Member Services Associate (Irving,TX - Hybrid)

Support the banks members by conveying extensive and thorough knowledge of Bank products, financial markets and essential Bank platforms (Advances .NET, Cibar, Secure Connect, Cappy, CopeStar and the CIP/EDP Project System). . Ensures Member needs, transactions, and requests for information are fully met and all service requirements are delivered to the highest standards of excellence, accuracy and integrity.

PRIMARY RESPONSIBILITIES
Assists all Members by performing the execution of transactions in accordance with proper analysis and application of established procedures, policies, and regulations. This includes processing transactions such as initiating advances, auctions, capital stock trades, originating domestic and foreign wires, letters of credit and associated confirmations, term deposits and the regeneration of wire transfer PINs.
Responsible for ensuring compliance with department internal controls and procedures, the Bank policies, and Federal Housing Finance Agency regulations.
Responsible for supporting the Community Investment Cash Advance Programs (CICA). This includes assisting Members in gathering the proper documents and completing applications, reviewing the documents and applications, entering commitments for community investment and
economic development advances and funding commitments once all prerequisite steps have occurred.
Provide Members with education, customer service and problem solving for all aspects of membership with the Bank, including: advances, auctions, capital stock, collateral, commitments, demand deposit accounts, domestic and foreign wires, letters of credit, letter of credit confirmations, pledges, term deposits, securities safekeeping, wire transfer PINs, and use of the external member portal Secure Connect.
Manages the flow of documentation and related communication in and out of the Bank by being the Member’s main point of contact with the Bank through phone and email. This includes assisting Members in obtaining reports, resolving collateral shortages or demand deposit account overdrafts.
Assists with writing and troubleshooting new and existing SQL queries and SSRS reports, as well as utilizing Power Automate to automate processes within the department..
Assists in the testing of systems and applications used by the Bank and Member Services to deliver products and services to its Members. This includes preparing and carrying out test script steps in development, quality assurance, and production environments.
Attends departmental and Bank cross-training to enhance staff and personal skill building. Fulfills additional department requirements such as calling campaigns and conference attendance from time-to-time.

JOB REQUIREMENTS
Bachelors or graduate degree in finance, business or related field or equivalent work experience of 3-5 years in the banking industry.
Understanding and working knowledge of the financial services industry.
Excellent speaking, listening, telephone and written communication skills; able to display a high level of professionalism, patience and positivity in all interactions; thorough knowledge of PC based applications.
A structured and organized team player with the ability to work collaboratively, multitask, and be flexible while working in a high energy environment.
Analytical skills include the ability to break down ideas/issues leading to solutions as well as conduct research to uncover answers and provide solutions, resolve conflicts.
Intermediate Excel Skills, including the ability to work with multiple worksheets, filter data, use integrate functions, and manipulate databases. Understanding SQL code and ability to write and troubleshoot new and existing SQL queries working with a star-schema data warehouse, preferred
Ability to occasionally travel to member locations and/or attend industry functions and conferences.