Member Service Specialist I – Digital Banking Support

Credit-Union-of-Texas

Allen (TX)

Presencial

USD 38 000 - 60 000

Tempo integral

Há 4 dias
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Resumo da oferta

Credit Union of Texas in Allen, TX is seeking a Member Service Specialist I to deliver high-volume, multichannel member support. You will assist with balance inquiries, online/digital banking, and general account servicing while following CUTX policies and employing AI-assisted tools.

You will document interactions, maintain confidentiality, and continuously learn product knowledge to improve service quality and efficiency.

Qualificações

  • Ability to communicate clearly with members and colleagues via phone, email, and chat.
  • Strong written communication and professional phone presence.
  • Working knowledge of Microsoft Office and general banking concepts.
  • Familiarity with credit union policies, procedures, and core banking.
  • Ability to manage multiple tasks with accuracy in a high-volume environment.
  • Discretion handling confidential information and compliance standards.

Responsabilidades

  • Answer inbound member calls and respond to inquiries regarding CUTX products, services, and policies.
  • Assist with balance inquiries, account research, and transaction history reviews.
  • Resolve member complaints at first contact when possible and escalate complex issues as needed.
  • Identify member financial needs and recommend CUTX products and solutions.
  • Maintain knowledge of CUTX products, fees, and service procedures.
  • Document each interaction accurately in the system of record.

Conhecimentos

Communication
Written communication
Microsoft Office
Policy knowledge
Multi-tasking
Attention to detail
AI literacy

Formação académica

High school diploma

Ferramentas

CRM
Telephony system
Knowledge base

Descrição da oferta de emprego

Credit Union of Texas in Allen, TX is seeking a Member Service Specialist I to deliver high-volume, multichannel member support. You will assist with balance inquiries, online/digital banking, and general account servicing while following CUTX policies and employing AI-assisted tools.

You will document interactions, maintain confidentiality, and continuously learn product knowledge to improve service quality and efficiency.

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