Member Services Specialist - Financial Center (Bilingual)

Premier America Credit Union; Houston (TX); On-site; USD 32,000 - 39,000; Full time

Benefits offered by this job

Competitive pay

Health, dental & vision insurance

FSA and HSA

Company-Paid Life and AD insurance

Loan discounts

Paid vacation, holidays, and sick time

401k with employer match

Educational assistance

Job summary

Premier America Credit Union seeks a dynamic Contact Center Service Specialist to handle broad member services, including opening/closing accounts, debit card orders, and wire requests. You will answer questions about Credit Union services and provide an excellent member experience.

The role requires a minimum of two years in a member-facing environment; bilingual Spanish is preferred. Strong communications skills and familiarity with MS Word/Excel are expected.

Qualifications

• 2 years of experience in a member/customer facing environment.
• Bilingual Spanish preferred.
• Experience in a financial institution call center or branch is strongly preferred.
• Experience with account management and transaction processing software is required.
• Excellent communications and public relations skills.
• Ability to use a PC and MS Word/Excel.

Responsibilities

• Perform member services including opening/closing accounts, debit card orders, mail and wire requests.
• Provide courteous, professional, and efficient service while following policies and security procedures.
• Identify member concerns and expedite resolutions to ensure a positive experience.
• Educate and refer Credit Union products and services to meet members' financial needs.
• Assist with inbound requests via Live Chat and Chatbot and other channels as needed.
• Cross-sell Credit Union products and services and provide advanced IRA knowledge.

Skills

Public relations

Communication skills

Spanish bilingual

Education

High school diploma

Tools

Microsoft Word

Microsoft Excel

Job description

Premier America Credit Union seeks a dynamic Contact Center Service Specialist to handle broad member services, including opening/closing accounts, debit card orders, and wire requests. You will answer questions about Credit Union services and provide an excellent member experience.

The role requires a minimum of two years in a member-facing environment; bilingual Spanish is preferred. Strong communications skills and familiarity with MS Word/Excel are expected.