Member Account / Call Center Specialist - Banking

CEI; Richmond, Northern (VA, KY); Hybrid; USD 20,000 - 29,000; Full time

Job summary

CEI in Richmond, VA is seeking a Back Member Account / Call Center Specialist - Banking to provide exceptional service to members via phone and in-person interactions at a branch location. You will handle routine transactions, inform members about products, and resolve inquiries with accuracy and care.

The role requires at least 1 year of banking front desk/teller experience and 1 year of call center exposure in finance, plus strong communication and numerical accuracy.

Qualifications

• Minimum 1 year of banking front desk teller experience
• Minimum 1 year of call center experience within finance
• Experience in customer service and/or problem resolution
• Ability to operate a computer and standard office equipment
• Strong attention to detail with numbers, names, and account information
• Effective written and verbal communication
• Ability to multi-task in a fast-paced environment
• Active listening and problem-solving in complex conversations

Responsibilities

• Serve members through call center support and in-person assistance at branch locations
• Inform, educate, and advise members professionally
• Process routine member transactions (transfers, withdrawals, loan payments)
• Process check orders over the phone and assist with transfers, direct deposits, and stop payments
• Respond to loan, card, and general banking inquiries and resolve concerns
• Promote credit union products and services based on member needs
• Perform cash handling and teller duties when applicable
• Report risk management policy violations per procedures
• Complete enterprise-level training (e.g., BSA, OFAC, Information Security)
• Report issues and assist with ongoing improvement

Skills

Call center experience

Customer service

Attention to detail

Effective communication

Multi-tasking

Education

High School Diploma or GED

Tools

Computer literacy

Job description

Back Member Account / Call Center Specialist - Banking
Other Richmond , Virginia Contract On-Site Sep 14, 2026
Member Account / Call Center Specialist - Banking
Richmond, VA 23225
$18.00/hr W2

Position Overview

The Member Account Specialist / Call Center Representative supports credit union members by providing professional service through both phone-based and in-person interactions at designated branch locations. This role is responsible for informing, educating, and advising members; resolving account-related questions; processing routine financial transactions; and promoting credit union products and services based on member needs and departmental goals.

Key Responsibilities

• Serve members through call center support and in-person assistance at assigned branch locations.
• Inform, educate, and advise members with professionalism, regardless of individual circumstances.
• Perform member transactions including transfers, withdrawals, loan payments by transfer, advances from lines of credit by transfer or check, credit card payments, and other consumer loan payments.
• Process check orders over the phone and assist with transfer programs, payroll deductions, direct deposits, stop payments, and account-based inquiries.
• Respond to consumer loan, credit card, and general banking inquiries while resolving member concerns efficiently and accurately.
• Promote credit union products and services by cross-selling solutions aligned with member needs and departmental objectives.
• Perform cash handling and teller duties when applicable.
• Handle member inquiries, identify issues, and provide timely problem resolution.
• Comply with all published DECU and regulatory policies and procedures, including Risk Management requirements.
• Complete all required ongoing enterprise-level training, including but not limited to BSA, OFAC, and Information Security.
• Report Risk Management policy violations in accordance with established procedures.
• Perform other duties as assigned by management.

Required Qualifications

• Minimum of 1 year of banking experience as a front desk teller; back-office banking experience alone will not meet this requirement.
• Minimum of 1 year of call center experience within the finance industry, including handling customer calls, account questions, and problem resolution.
• Prior experience in a customer service and/or problem resolution role.
• Ability to operate a computer and standard office equipment.
• Strong attention to detail, particularly when working with numbers, names, and account information.
• Ability to communicate effectively with members, both verbally and in writing.
• Demonstrated ability to consistently provide excellent professional service.
• Ability to work effectively in a multi-tasking environment.
• Ability to exercise active listening and problem-solving skills during complex conversations while demonstrating patience and support.

Soft Skills and Team Fit

• Strong work ethic and commitment to member service excellence.
• Adaptability in a fast-paced, service-focused environment.
• Strong time management skills and ability to prioritize tasks effectively.
• Excellent organizational skills and attention to follow-through.
• Ability to manage stress while maintaining professionalism and accuracy.

Education

Minimum High School Diploma or GED required.

Preferred Qualifications

• Experience working in a credit union, retail banking, or financial services environment.
• Familiarity with member account servicing, consumer loans, credit card inquiries, direct deposit, payroll deductions, and stop payment processes.
• Experience cross-selling financial products and services based on customer or member needs.

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