RMA New Accounts Video Conferencing Specialist - Work From Home Opportunity

Randolph Brooks Federal Credit Union • San Antonio, TX

19h • Remote

About The Position

Randolph-Brooks Federal Credit Union is seeking candidates for full time employment opportunities with our Remote Member Assistance team. The RMA New Account Video Conferencing Specialist will have the ability to work from home after a period of training and performance evaluations. Training will take place at the RBFCU Administrative Service Center. Applicants who work from home must reside within the State of Texas and have the capability of performing all the work from their home in Texas. To successfully work from home, employees must have access to a minimum internet connection as noted by RBFCU. Must have a reliable home internet provider and the ability to hard wire a connection directly to modem. Must be able to provide a workspace at home that is safe, suitable for work, and within a distraction free environment. A New Account Representative in the Remote Member Assistance department will provide exceptional service to members, non-members, branches and internal departments through multiple communication channels. Analyze, establish and update personal, specialized and business member relationships while recommending appropriate products/services and/or solutions with appropriate documentation in accordance with policies, procedures, regulatory laws with supervision. Identify member needs and conduct all duties in a manner intended to enhance the brand and contribute to the safeguarding and growth of the Credit Union.

Requirements

• HS Diploma/GED
• Minimum of one year of financial institution or customer service experience
• Must have good organizational, communication, and interpersonal skills, along with the ability to multi task and manage time effectively with a close attention to detail
• Accept ownership and adapt to needs of department
• Self-initiate and apply logic to problem solve with few concrete variables
• Ability to apply common sense understanding to carry out instructions furnished in written, oral, and diagram form
• Ability to deal with problems involving several concrete variables in standardized situations
• Good attendance and promptness is pertinent
• Knowledge of all Microsoft applications
• Must be able to work a flexible Monday through Saturday schedule
• Must reside within the State of Texas
• Must have capability of performing all work from home in Texas
• Must have access to a minimum internet connection as noted by RBFCU
• Must have a reliable home internet provider
• Ability to hard wire a connection directly to modem (Ethernet cable provided)
• Must be able to provide a workspace at home that is safe, suitable for work, and within a distraction free environment

Nice To Haves

• Bilingual (English/Spanish)

Responsibilities

• Provide enthusiastic, professional, and quality remote assistance via video conferencing and phone to a variety of members and non-members.
• Assist in establishing personal, specialized and non-personal accounts to include reviewing all required supporting documentation to ensure accurate account styling and ownership structure of complex non-personal entities.
• Meet or exceed all sales and performance goals and objectives through established key performance indicators and core values.
• Maintain knowledge of all products and services RBFCU offers to be able to cross-sell or educate the members on specific personal and business solutions.
• Responsible for completion of member and non-member appointments by ensuring appropriate scheduling, follow up and pre-appointment guidance is completed.
• Partner with internal teams like Account Support and Branches to enhance the member experience and convenience.
• Maintain an in-depth working knowledge of current non-personal regulations related to beneficial ownership and the completion of Verafin questionnaires.
• All other duties as assigned (note: essential functions and responsibilities may change or new ones may be assigned at any time with or without notice)

Benefits

• 401(k) with matching incentives — up to 10 percent
• Competitive pay
• Medical, vision and dental benefits available to employees and their families from the first day of employment
• Tuition reimbursement plans
• Life insurance
• Pharmacy discount programs
• Flexible Spending (FSA), Health Savings (HSA) and Dependent Care account options
• Paid time off
• Parental leave
• Long-term disability
• Basic life insurance
• Wellness program
• Credit-monitoring service
• Employee assistance program
• Training and volunteer opportunities

What This Job Offers

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