Member Services Agent - Inbound Banking & Cross-Sell

Rally Credit Union; Corpus Christi (TX); On-site; USD 28,000 - 36,000; Full time

Job summary

Rally Credit Union in Corpus Christi, TX seeks an Entry-level Contact Center Representative at the Crosstown Branch to assist members by phone and email, process transactions, and answer inquiries. You will handle tier-one calls and promote CU services to meet member needs.

The role requires high school or GED, with 1 year in a financial institution or customer service; bilingual skills are preferred. You’ll work to support branch goals while following policy and regulatory guidelines.

Qualifications

• Education: High School Diploma or GED required.
• Requires one year of experience in a financial institution or customer service.
• Bilingual preferred.

Responsibilities

• Assist Members contacting the Credit Union by Telephone/Email.
• Process member transactions per telephone request.
• Handles tier one queue calls.
• Provide information/research to members on overall account and/or service inquiries.
• Ensure member is properly charged for services rendered.
• Be knowledgeable of and provide information on all credit union services and products.
• Promotes CU products and cross sells additional products to meet the member’s needs.
• Contributes to department and credit union goals by handling high contact volumes.
• Record details of member comments, inquiries, complaints and actions into appropriate workflow software.
• Follow Current Policies and Procedures as Set by the Board of Directors.

Skills

Customer service

Financial institution experience

Education

High School Diploma or GED

Job description

Rally Credit Union in Corpus Christi, TX seeks an Entry-level Contact Center Representative at the Crosstown Branch to assist members by phone and email, process transactions, and answer inquiries. You will handle tier-one calls and promote CU services to meet member needs.

The role requires high school or GED, with 1 year in a financial institution or customer service; bilingual skills are preferred. You’ll work to support branch goals while following policy and regulatory guidelines.