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Client Support Specialist

2 months ago

Plano, Texas, United States InTouch Credit Union Full time
Position Overview

Welcome to InTouch Credit Union

We are seeking a Contact Center Agent who thrives in a customer-centric, fast-paced environment. The ideal candidate will deliver friendly, professional, and efficient assistance to our members.

Compensation: The salary for this position is approximately $22.33.

Work Schedule: This role requires availability from Monday to Friday, 8:00 a.m. to 5:00 p.m., with rotating Saturdays from 8:50 a.m. to 1:00 p.m.

Key Responsibilities
  • Operate within a call center setting, providing assistance to members and potential members through telephone, chat, or email communications, ensuring accurate and courteous service.
  • Strive for first-call resolution by addressing inquiries regarding products and services, including loan offerings, and recommend suitable options to enhance member satisfaction.
  • Maintain a comprehensive understanding of Credit Union products, services, features, benefits, lending guidelines, policies, and regulatory requirements.
  • Identify opportunities for cross-selling services to members and actively promote these offerings.
  • Take ownership of member interactions via telephone or chat, aiming for efficient resolutions with minimal transfers to other departments.
  • Assist members with Online Banking and related web-based services.

Equal Employment Opportunity: InTouch Credit Union is committed to providing equal employment opportunities and does not discriminate based on race, religion, color, sex, age, disability, military service, sexual orientation, gender identity, or any other protected status as defined by applicable laws.

Qualifications

Education/Certification:

  • High school diploma or equivalent.
  • Mortgage Loan Originator (MLO) registration with the Nationwide Mortgage Licensing System and Registry (NMLS) is required.

Experience:

  • Minimum of two years in a financial institution or call center environment.

Required Knowledge:

  • Proficient in Microsoft Office and Windows operating systems.
  • Familiarity with basic software applications.
  • Understanding of compliance with Federal Bank Secrecy and Money Laundering regulations is essential.

Note: All employment offers with InTouch Credit Union are contingent upon the successful completion of a credit check, pre-employment drug screening, and fingerprint submission in accordance with state and federal laws.