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Client Relations Specialist

2 months ago


Dallas, Texas, United States Texans Credit Union Full time

Texans Credit Union: Client Relations Specialist

  • Core Responsibility: Assist clients, enhance team dynamics, aim for excellence in member services

Texans Credit Union, a prominent financial entity in the Dallas area, is eager to welcome individuals who thrive on challenges and have a passion for making a positive impact through service.

Position Summary: As a Client Relations Specialist, you will be the primary point of contact for members, addressing their financial inquiries and delivering outstanding service. Your role may also include opportunities to earn rewards based on performance metrics.

Key Responsibilities:

  • Manage service requests and account modifications
  • Advocate for credit union offerings tailored to member requirements
  • Engage in cross-service opportunities as necessary
  • Support branch operational functions

Qualifications:

  • High school diploma or equivalent
  • A minimum of 6 months experience in sales and customer service
  • Experience in a financial services environment is preferred
  • Successful completion of a drug screening, credit assessment, and background verification