Member Experience Agent: Banking & Digital Support

R1cu; Dallas, Northern (TX, KY); Hybrid; USD 32,000 - 42,000; Full time

Job summary

Resource One Credit Union in Dallas is seeking a Contact Center Agent to be the first point of contact for members calling or messaging us. You will provide accurate information, resolve issues, and promote our financial products while delivering a friendly, personalized member experience.

You will handle high volumes of inquiries, support digital banking, perform basic account tasks, and document interactions in our CRM.

Qualifications

• High school diploma or equivalent.
• Minimum 1 year experience in a customer service role (call/contact center, retail, banking, etc.).
• Experience with CRM systems and digital banking tools.

Responsibilities

• Respond to a high volume of inbound calls, emails, and digital inquiries with professionalism, efficiency, and accuracy.
• Provide detailed information about credit union products, services, policies, and procedures.
• Assist members with account inquiries, transaction history, balance verification, loan information, and digital banking support.
• Document interactions in the system for recordkeeping and quality assurance.

Skills

Verbal communication

Written communication

Active listening

Empathy

Interpersonal skills

Problem solving

Time management

Multitasking

Adaptability

Education

High school diploma

Tools

CRM software

Multi-line phone system

Job description

Resource One Credit Union in Dallas is seeking a Contact Center Agent to be the first point of contact for members calling or messaging us. You will provide accurate information, resolve issues, and promote our financial products while delivering a friendly, personalized member experience.

You will handle high volumes of inquiries, support digital banking, perform basic account tasks, and document interactions in our CRM.