Position - Purpose and Objectives : Lead and develop a team of MSRs and Senior MSRs with the goal of providing excellent service to members in transactions, accounts, and loan servicing. This will be achieved through various communication channels to include chat, text, phone, ITM, and video. This team does back up the phone lines in peak volume periods or times of staffing gaps. Lead assigned team toward the achievement of member satisfaction, referral generation, and long-term account goals in line with company strategic objectives. Duties and Essential Functions : Serves as Manager on Duty. Through proactive, engaging and positive leadership, lead team to meet or exceed established team goals as set by management. Provide ongoing training and monitor the team via observed digital engagements and side by side observations to ensure understanding of the product/service, ongoing fees, etc. Provide oversight and direction to new hires during their OJT (On-job training period) with training/coaching and providing support, for their first 120 days and responsible for final sign-off. Support team and company by logging into the queues during peak times. Assist in hiring process, progressive discipline, and performance plan review both monthly and annually Handle and resolve member complaints for any area of the Member Connect team in a timely manner. Learn, understand, support, and build comprehensive knowledge on all credit union products and services, policies and procedures as well as applicable rules and regulations and how they apply to the Member Connect environment. Proactively establish and maintain effective working team relationships with all support departments. Adhere to all company policies, procedures and business ethics codes. Assess existing processes and procedures and provide feedback on an ongoing basis to better operational efficiency. Properly log and track all member contact and interaction (transactions, inquiries, concerns, etc.) utilizing proper procedures. Perform other duties as necessary to achieve the goals of the Member Connect team and Texans Credit Union as a whole. Remain compliant with all financial laws and regulations including Bank Secrecy Act (BSA) as they apply to the duties of the position. Positions directly supervised : Member Connect MSR & Senior MSR primarily for digital services. Agents may be needed directly to support the phone queues during high volumes and supervisor will manage team according to performance in either area.
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Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
Number of Employees
251-500 employees