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Member Service Representative

3 months ago

Richardson, Texas, United States Texans Credit Union Full time

** Member Service Representative - Call Center (Member Connect)**

**Job Category****:** Member Connect **Requisition Number****:** MEMBE02662 Showing 1 location **Job Details**

**Description**

Texans Credit Union has a great opportunity for a Member Service Representative to join our Member Connect (Call Center) team This is an ideal position for candidates who thrive on providing exceptional customer service by phone This position works at our Headquarters in Richardson and requires ability to work weekdays and Saturdays.

The Member Service Representative (MSR) serves as a liaison between the member and the Credit Union by providing information on the full range of credit union products and services as well as account information by phone. The MSR opens new accounts and performs account service and maintenance transactions of all types for members. Additional services may include cross training on more complex account servicing as well as inbound loan applications.

**POSITION OVERVIEW**:

Deliver exceptional service for requests of every kind, including but not limited to:

Online and mobile services

Account modifications

Account reconciliations

Existing loans (questions, payments, etc.)

Debit card management

Opening new accounts and servicing existing accounts

Transfers between accounts

Withdrawals and check requests

Certificate of Deposit transactions

Line of Credit advances

The Member Service Representative will assist in resolving escalated member issues within given limits and authority and will also promote and cross-sell credit union products and services based on member needs. This position will also provide support to the e-Branch sales team including working outbound call lists.

**REQUIREMENTS**

Specific knowledge, skills and abilities required for this position:

Bilingual skills would be a plus

Comprehensive knowledge of MS Office, including Excel and Word

Ability to communicate clearly and courteously to members and co-workers

Effective interpersonal skills and confidence to offer products and services to members

An outgoing phone personality

Ability to sit for prolonged periods

**EDUCATION**

High School Diploma or equivalent

**EXPERIENCE**

Minimum 1 year experience in a Call Center environment, preferably in a Financial institution

Prior cross-selling experience of products and services

**NOTE: Candidates must successfully complete a credit check, background check and drug screen.**

**Qualifications**

**Skills**

**Behaviors**

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**Motivations**

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**Education**

**Experience**

**Licenses & Certifications**