Customer Service Representative

3 weeks ago


Houston, Texas, United States Energy Capital Credit Union Full time
Job Summary

We are seeking a highly skilled and customer-focused Member Service Representative to join our team at Energy Capital Credit Union. As a key member of our branch operations, you will be responsible for providing exceptional service to our members, assisting with financial transactions, and performing various duties to support the smooth operation of our branch.

Key Responsibilities
  • Receives and processes financial transactions, including deposits, withdrawals, and loan payments.
  • Sells negotiable instruments and balances cash drawer.
  • Assists members with opening and closing accounts, answering questions about products and services, and resolving problems within their authority level.
  • Identifies cross-sell opportunities and cross-sells services to members, documenting sales in CRM pipeline.
  • Manages own CRM pipeline regularly.
  • Assists members with the entire loan process, from evaluating loan needs to preparing and reviewing loan documents.
  • Performs miscellaneous duties, including serving as a greeter, typing, filing, computer input, and answering the telephone.
Requirements
  • Minimum of six months of banking or credit union experience with prior cash handling experience.
  • Ability to accurately and efficiently count money and make change.
  • High school diploma or GED.
  • Satisfactory credit history.
  • Basic knowledge of Word, Excel, and Outlook.
  • Good communication skills.
  • Ability to provide prompt, accurate, courteous, friendly, timely, and professional service to all members and ECCU employees.
  • Ability to maintain a professional appearance, demeanor, and work environment.
  • Ability to maintain a dependable record of attendance and timeliness.
Preferred Qualifications
  • Bilingual.


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