Hybrid Financial Solutions Rep I

Chartway Credit Union; Houston (TX); Hybrid; USD 40,000 - 44,000; Full time

Job summary

Chartway is seeking a Financial Solutions Representative I to provide outstanding service in a fast-paced call center environment. You will assist members with eligibility, account transactions, online banking, and maintenance requests while educating them about products and services.

The role supports cross-selling efforts to meet referral goals and requires strong communication skills and a commitment to member satisfaction.

Qualifications

• Experience in fast-paced service environments such as call centers.
• Ability to educate members on products and services and promote features.
• Strong verbal and written communication skills to handle diverse inquiries.

Responsibilities

• Answer inbound calls from members and non-members for banking services.
• Assist with eligibility, account transactions, online banking support, and account maintenance.
• Cross-sell credit union products to meet referral goals and support member relationships.
• Maintain high service levels in a fast-paced environment and protect member information.

Skills

Customer service

Call center

Communication

Sales

Problem solving

Banking knowledge

Education

High school diploma or GED

Job description

Chartway is seeking a Financial Solutions Representative I to provide outstanding service in a fast-paced call center environment. You will assist members with eligibility, account transactions, online banking, and maintenance requests while educating them about products and services.

The role supports cross-selling efforts to meet referral goals and requires strong communication skills and a commitment to member satisfaction.