E-Branch Service Agent

Leaders Credit Union • Jackson, TN

9h

About The Position

The E-Branch Service Agent assists credit union members with financial transactions through digital channels, including phone, email, and web. The role provides prompt, accurate, friendly, and professional service to members and coworkers, maintains complete and accurate member account information, answers calls efficiently, and supports members’ financial growth through product referrals. The position requires excellent member service in all digital interactions and adherence to Leaders Credit Union’s service standards.

The E-Branch is open Monday through Friday from 8:00 a.m. to 6:00 p.m. The 6:00 p.m. hour is covered on a rotating basis. Saturday hours are 9:00 a.m. to 1:00 p.m., with Saturday coverage rotating among agents. Saturday work is paid at time and a half. Occasional overtime may be needed to provide member service, though the organization seeks to limit it.

Requirements

• High school education or GED.
• Excellent verbal and written communication skills.
• Provide prompt, accurate, friendly, and professional service to credit union members and coworkers.

Nice To Haves

• Six months or more of financial institution experience.

Responsibilities

• Assist members with financial transactions through digital channels, including phone, email, and web.
• Meet and exceed established member service standards in interactions with members and coworkers.
• Answer phones efficiently while maintaining service standards.
• Maintain accurate and complete information on member accounts.
• Assist members with their financial growth through product referrals.
• Provide excellent service through digital interactions.

Benefits

• Healthcare
• Vacation time
• Sick time
• 401(k) options
• Profit-sharing plan
• Saturday pay at time and a half

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED