E-Branch Services Specialist - Westchase

Smart Financial • Houston, TX

5d • Onsite

About The Position

The E-Branch Services Specialist will provide service and support for members over the phone dealing with requests that are both routine in nature and some that require extensive research and use of problem solving skills. This individual will, respond to incoming calls and select the appropriate products and services to meet member request. This will all be done while meeting or exceeding the set call quality and service standards in the call center. Respond to member service inquires in the time set by management. Send and receive email, fax, and paperwork to and from existing and potential new members for account related activities. Reset passwords, challenge questions, and PINs for members using electronic services according to department procedures. Take complete ownership of every call whether it requires a call back, extended research, or assistance from other departments. Providing proactive solutions to member service. Process member transactions accurately, efficiently and timely including accepting cash and check deposits, withdrawals, transfers, loan payments etc. On a self-directed basis, continue to improve in individual level of competency through training and development on established educational programs. Perform other duties as assigned by manager.

Requirements

• One to three years previous experience in a call center or retail service position.
• A high school degree or equivalent
• A significant level of trust, credibility and diplomacy is required.
• Must possess computer skills with the ability to handle extensive data entry in an accurate and timely manner.
• Must be highly outgoing and self-motivated
• Microsoft Office 2010 or higher specifically in Word, Outlook, Excel.

Responsibilities

• Provide service and support for members over the phone
• Respond to incoming calls and select the appropriate products and services to meet member request
• Meet or exceed the set call quality and service standards in the call center
• Respond to member service inquires in the time set by management
• Send and receive email, fax, and paperwork to and from existing and potential new members for account related activities
• Reset passwords, challenge questions, and PINs for members using electronic services according to department procedures
• Take complete ownership of every call whether it requires a call back, extended research, or assistance from other departments
• Process member transactions accurately, efficiently and timely including accepting cash and check deposits, withdrawals, transfers, loan payments etc.
• Continue to improve in individual level of competency through training and development on established educational programs
• Perform other duties as assigned by manager

Benefits

• Smart Financial Credit Union offers a competitive salary and excellent top-tier benefits.
• Smart Financial Credit Union has a tuition reimbursement program; full-time employees can receive up to $4,000 per year in tuition reimbursement.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 1-10 employees