Member Experience & Financial Services Specialist

Raiz Federal Credit Union; El Paso (TX); On-site; USD 22,000 - 33,000; Full time

Job summary

Raiz FCU in El Paso is seeking a Call Center Representative to handle member interactions and transactions across channels, delivering world-class service with a professional demeanor. You will assist with questions, guide members on products, and ensure accurate, confidential handling of information.

The role emphasizes resolving issues on first contact, supporting cross-selling efforts, and maintaining compliance with BSA/CIP requirements through required training.

Qualifications

• Education – High School degree or equivalent.
• Minimum of 1 year of customer service experience.
• Previous credit union experience is a plus.
• Demonstrated leadership and interpersonal abilities.
• Understanding of financial industry concepts, related laws, and regulations.
• Must have good communication and interpersonal skills.

Responsibilities

• A trusted expert on member needs and services.
• A natural communicator with members and team.
• A guide through the moments that matter to our members.
• Maintains confidentiality and protects member information.
• Resolve member questions via multiple channels with care and accuracy.
• Provide quality financial services and guidance to members and prospective members.
• Support cross-selling efforts and achieve financial goals for members.

Skills

Customer service

Communication

Conflict management

Multitasking

Problem solving

Education

High School diploma

Tools

MS Office

Job description

Raiz FCU in El Paso is seeking a Call Center Representative to handle member interactions and transactions across channels, delivering world-class service with a professional demeanor. You will assist with questions, guide members on products, and ensure accurate, confidential handling of information.

The role emphasizes resolving issues on first contact, supporting cross-selling efforts, and maintaining compliance with BSA/CIP requirements through required training.