Virtual Member Services Specialist: Open Accounts & Resolve Needs

Resource One Credit Union; Dallas (TX); On-site; USD 40,000 - 55,000; Full time

Job summary

Resource One Credit Union is seeking a Virtual Services Specialist in Dallas, TX to deliver exceptional member service while opening new accounts, promoting services, and educating members on policies. You will ensure questions are resolved promptly and maintain strong relationships with all members.

This role requires at least 1 year of teller or member service experience and bilingual Spanish skills. A high school diploma is required, with duties including account maintenance, card issues, and

Qualifications

• High school diploma or equivalent required.
• 1+ years’ Member Service Representative/Teller experience required.
• Bilingual (Spanish).

Responsibilities

• Assist members with opening new personal and business accounts, process changes to existing accounts, and provide onsite support for credit/debit card issues.
• Inform members of Credit Union services and policies including membership eligibility, types of accounts, rates, payroll deduction options, and other services.
• Verify and balance transactions and cash totals.
• Process wire transfers, IRA/CD deposits and withdrawals.
• Open and close computer terminal accounts daily.
• Monitor deposit amounts and examine documents for endorsement and negotiability.
• Detect and resolve discrepancies promptly.
• Assist with loan processing and posting loan payments.
• Maintain privacy of member account information.
• Provide backup support and guidance to Representatives, Advisors and Agents as needed.
• Keep a clean, organized work area and a professional appearance.
• Provide feedback to supervisor of any significant problems or concerns.
• Complete required reports and records accurately and promptly.
• Attend meetings as required.
• Other duties as assigned.

Skills

Customer service

Communication skills

Multitasking

Problem solving

Attention to detail

Education

High school diploma or equivalent

Tools

Microsoft Office

10-key entry

Job description

Resource One Credit Union is seeking a Virtual Services Specialist in Dallas, TX to deliver exceptional member service while opening new accounts, promoting services, and educating members on policies. You will ensure questions are resolved promptly and maintain strong relationships with all members.

This role requires at least 1 year of teller or member service experience and bilingual Spanish skills. A high school diploma is required, with duties including account maintenance, card issues, and