Virtual Services Specialist - Bilingual

Resource-One-Credit-Union; Dallas (TX); On-site; USD 36,000 - 48,000; Full time

Job summary

Resource-One-Credit-Union in Dallas, TX seeks a Virtual Services Specialist to deliver outstanding member service, open new accounts, promote products, educate members on policies, and resolve inquiries promptly.

Responsibilities include assisting with account openings, card issues, transfers, deposits and withdrawals, and maintaining confidentiality. Requirements: HS diploma, 1+ year experience, bilingual Spanish.

Qualifications

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

Responsibilities

• Assist members with opening new personal and business accounts and process changes.
• Provide onsite support for credit/debit card issues.
• Inform members of services, eligibility, accounts, rates, and options.
• Verify and balance transactions and cash totals.
• Process wire transfers, IRA/CD deposits and withdrawals.
• Open/close computer terminal accounts daily.
• Monitor deposits and examine documents for endorsement.
• Detect and resolve discrepancies promptly.
• Assist with loan processing and postings.
• Maintain privacy of member information.
• Provide backup support to Representatives, Advisors and Agents.
• Keep a clean, professional work area and appearance.
• Attend meetings and complete required reports.

Skills

Customer service

Communication

Bilingual Spanish

Problem solving

Attention to detail

Cash handling / 10-key

Discretion & confidentiality

Multitasking

Microsoft Office

Education

High school diploma or equivalent

Tools

MS Office

Job description

Description

The Virtual Services Specialist will provide excellent member service and maintain strong professional relationships with all members, and will be responsible for gathering the appropriate information to open new accounts, promote current products and service, educate account holders on credit union policies and will ensure that member requests and questions are promptly resolved.

Position 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; eligibility for membership, types of available accounts, interest and dividend rates, payroll deduction options, and other related services and information.
• 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.

Requirements

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

KNOWLEDGE, SKILLS, AND ABILITIES

• Excellent knowledge of policies and procedures.
• Basic understanding of Credit Union operations.
• Excellent mathematical and problem solving skills.
• Excellent written, listening and verbal communication skills.
• Excellent customer service skills.
• Ability to operate 10-key series.
• Ability to maintain discretion and confidentiality.
• Must have the ability to multitask, prioritize, and adapt to a consistently changing environment.
• Proficient working knowledge in Microsoft computer applications and other virtual platforms.

Physical Demands and Work Environment

• Stationary work, often requiring standing or sitting for prolonged periods
• Operate standard office equipment and keyboards
• Visually recognize, reconcile, and verify numerical details for accuracy
• Repeating motions that may include the wrists, hands and/or fingers
• Must be able to access and navigate facility with reasonable accommodations
• Lift and carry small parcels, packages and other items

Additional Notes

• Candidates being considered for employment with Resource One must successfully complete a credit check, background check and drug screen.
• This Job Description is not a complete statement of all duties, responsibilities and physical demands comprising this position.

Equal Employment Opportunity Employer

Our credit union team and members include people of all races, religions, cultures, physical abilities, sexual orientations, and gender identities and/or expressions. Together, we are the community we serve, and we believe that a community is strongest when there is diversity, equality, and inclusion.

Stronger leaders. Stronger coworkers. Stronger friends.