Member Services Specialist - Virtual Branch

Community-Resource-Credit-Union; Baytown (TX); On-site; USD 25,000 - 32,000; Full time

Job summary

Community-Resource-Credit-Union is hiring a Virtual Member Services Representative for Baytown, TX. This onsite role focuses on delivering exceptional member service via phone, email, and in person, while cross-selling credit union products.

The role emphasizes accurate financial assistance, adherence to security procedures, and maintaining service metrics. A high school diploma or GED and 1–3 years of related experience are required.

Qualifications

• One year to three years of similar or related experience.
• A high school education or GED.

Responsibilities

• Answers and returns phone calls and responds to members in a timely manner.
• Assesses members' needs regarding financial transactions and services, following security procedures.
• Identifies and cross-sells products and services for member benefit.
• Mentors new employees during training.
• Maintains member security and confidentiality and identifies potential fraud.
• Assists members with resolving service issues and escalates as needed.
• Troubleshoots issues across mobile apps, internet, and third-party services.
• Performs other duties as assigned.

Skills

Phone etiquette

Verbal communication

Written communication

Cross-selling

Education

High school diploma or GED

Tools

None

Job description

Community-Resource-Credit-Union is hiring a Virtual Member Services Representative for Baytown, TX. This onsite role focuses on delivering exceptional member service via phone, email, and in person, while cross-selling credit union products.

The role emphasizes accurate financial assistance, adherence to security procedures, and maintaining service metrics. A high school diploma or GED and 1–3 years of related experience are required.