Member Experience Specialist - Financial Services

Truity Credit Union; Houston (TX); On-site; USD 36,000 - 54,000; Full time

Job summary

Truity Credit Union in Houston seeks a Full-Time Contact Center Member Consultant to deliver unsurpassed service by resolving member questions, processing transactions, and promoting suitable credit union solutions by phone, email, chat, or digital channels.

Ideal candidates have 1–3 years of related experience, a high school diploma, strong communication, and the ability to handle fraud/disputes, while maintaining confidentiality and compliance.

Qualifications

• Knowledge of Credit Union products and services.
• Ability to handle fraud/identity theft/disputes related to cards, checks, ACH, and accounts.
• Ability to communicate effectively in a timely manner and provide exceptional service.
• Willingness to assist Spanish-speaking members when applicable.

Responsibilities

• Provide service experiences and build member relationships by answering questions and processing transactions by multiple channels.
• Promote Credit Union solutions while addressing member needs and resolving issues.
• Maintain knowledge of software applications to deliver quick, efficient service.
• Follow compliance training and confidentiality requirements.

Skills

Verbal communication

Written communication

Digital banking

Multitasking

Customer service

Education

High school diploma or equivalent

Tools

QuickAssist

Ascensus

Ipay

Check Review

Banno People

Auto Pilot

Job description

Truity Credit Union in Houston seeks a Full-Time Contact Center Member Consultant to deliver unsurpassed service by resolving member questions, processing transactions, and promoting suitable credit union solutions by phone, email, chat, or digital channels.

Ideal candidates have 1–3 years of related experience, a high school diploma, strong communication, and the ability to handle fraud/disputes, while maintaining confidentiality and compliance.