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Customer Service Representative

Texans Credit Union

Customer Service Representative

Richardson, TX
Full Time
Paid
  • Responsibilities

    Job Description

    Texans Credit Union has a great opportunity for a Member Service Representative to join our Member Connect (Call Center) team! This is an ideal position for candidates who thrive on providing exceptional customer service by phone! This position works at our Headquarters in Richardson and requires ability to work weekdays and Saturdays.

    The Member Service Representative (MSR) serves as a liaison between the member and the Credit Union by providing information on the full range of credit union products and services as well as account information by phone. The MSR opens new accounts and performs account service and maintenance transactions of all types for members. Additional services may include cross training on more complex account servicing as well as inbound loan applications.

    POSITION OVERVIEW: Deliver exceptional service for requests of every kind, including but not limited to: • Online and mobile services • Account modifications • Account reconciliations • Existing loans (questions, payments, etc.) • Debit card management • Opening new accounts and servicing existing accounts • Transfers between accounts • Withdrawals and check requests • Certificate of Deposit transactions • Line of Credit advances

    The Member Service Representative will assist in resolving escalated member issues within given limits and authority and will also promote and cross-sell credit union products and services based on member needs. This position will also provide support to the e-Branch sales team including working outbound call lists.

    REQUIREMENTS

    Specific knowledge, skills and abilities required for this position:

    • Bilingual skills would be a plus!
    • Comprehensive knowledge of MS Office, including Excel and Word
    • Ability to communicate clearly and courteously to members and co-workers
    • Effective interpersonal skills and confidence to offer products and services to members
    • An outgoing phone personality
    • Ability to sit for prolonged periods

    EDUCATION

    High School Diploma or equivalent

    EXPERIENCE

    Minimum 1 year experience in a Call Center environment, preferably in a Financial institution

    Prior cross-selling experience of products and services

    NOTE: CANDIDATES MUST SUCCESSFULLY COMPLETE A CREDIT CHECK, BACKGROUND CHECK AND DRUG SCREEN.

     

    Company Description

    We are a $1.6 billion credit union owned and operated in the Dallas metro area, and we are on the lookout for people who love a challenge and helping others. People First 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. Developing our people through internal training programs Promoting from within whenever possible Recognition programs and incentives to reward outstanding performance We truly care that you enjoy coming to work each day, like who you work with and excel at what you do at Texans. We want the job to fit YOU and YOU to fit Texans. Our screening and interviewing process is our way of ensuring culture, the position and you are the best match possible. Did we mention our amazing total benefits package? In addition to a generous PTO plan, 401k match and bank holidays, we are proud to offer company paid benefits. Yes, you just read that correctly - we offer 100% company paid benefits for employee only coverage!

  • Industry
    Financial Services