Bilingual Part-Time Call Center Representative

East Texas Professional Credit Union; Longview (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

East Texas Professional Credit Union in Longview, TX, is seeking a Customer Service Center Representative to handle member service calls and provide information on accounts, loans, and payments. You will process applications, perform transfers, and support cross-selling of Credit Union services.

The role requires strong communication, basic math, and PC skills, with at least 1 year in member service at a financial institution or call center.

Qualifications

• High school graduate or equivalent.
• General knowledge of Credit Union policies and procedures.
• Basic understanding of loans, payment processes, and interest rates.
• At least 1 year of experience in member service at a financial institution or in a call center/customer service environment.
• Excellent communication and public relations skills.
• Ability to work well under pressure.
• Ability to use a personal computer and related software applications including Microsoft Word or Excel.
• Solid math skills and bookkeeping abilities.

Responsibilities

• Receives member telephone questions and complaints in a professional manner.
• Resolves documentation errors or discrepancies and forwards complex problems to Manager.
• Interviews, takes applications, gathers information, and processes preliminary documentation on loan requests.
• Provides general information to members on Credit Union policies, procedures, and programs.
• Provides basic information to members on accounts, payments, interest rates, and loan options.
• Performs basic maintenance functions and automatic transfers for loan payments.
• Maintains and projects the Credit Union's professional reputation.

Skills

Communication skills

Public relations

Math skills

PC skills (Word/Excel)

Education

High school graduate or equivalent

Tools

Microsoft Word

Excel

Job description

Job Details Job Location: Administration Building - Longview, TX 75605 Responsible for handling a variety of member service calls in a prompt and courteous manner. Resolves member questions and problems regarding account statements, loans, payments, automatic transfers, interest rates, and investment certificates. Completes and maintains related reports, records, and files. Cross sells Credit Union services and supports all functions within the Customer Service Center.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

Assumes responsibility for the effective and professional completion of Customer Service Center Representative functions.

• Receives member telephone questions and complaints in a professional manner.
• Completes research and resolves documentation errors or discrepancies. Forwards more complex problems to Manager.
• Interviews, takes applications, gathers information, and processes preliminary documentation on loan requests.
• Provides general information to members on Credit Union policies, procedures, and programs.
• Provides basic information to members on accounts, payments, interest rates, blue book estimates, loan options, and savings programs.
• Performs basic maintenance functions and automatic transfers for loan payments.
• Maintains and projects the Credit Union's professional reputation.

Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management.

• Completes weekly Customer Service Center statistical reports.
• Keeps supervisor informed of area activities and significant problems.
• Completes required reports and records accurately and promptly.
• Attends and participates in meetings as required.

Assumes responsibility for related duties as required or assigned.

• Assists other departments as necessary.
• Performs related clerical duties as needed.
• Assists in verifying accounts, copying checks, and mailing correspondence.
• Keeps work area clean, secure, and well maintained.
• Actively and professionally cross sells Credit Union services.

Qualifications

• High school graduate or equivalent.
• General knowledge of Credit Union policies and procedures.
• Basic understanding of loans, payment processes, and interest rates.
• At least 1 year of experience in member service at a full service financial institution or in a call center/customer service environment.
• Excellent communication and public relations skills.
• Ability to work well under pressure.
• Ability to use a personal computer and related software applications including Microsoft Word or Excel.
• Solid math skills and bookkeeping abilities.