Credit Union of Texas · 3 weeks ago
Member Service Specialist - Branch Operations - East Texas
Credit Union of Texas is seeking a Member Service Specialist to provide outstanding service to both internal and external members in a high-volume contact center. The role involves assisting members with their banking needs, managing inquiries, and processing transactions while maintaining a high standard of service.
BankingConsultingFinancial Services
Responsibilities
Answer questions relating to CUTX products and services
Manage incoming calls in a timely and professional manner
Assist members with account inquiries, and digital banking support
Accurately complete member transactions such as transfers, loan payments, lease payments, credit card payments, check orders, etc
Process basic transactions such as payments, transfers, card-related requests, disputes, etc
Provide accurate information about products, services, rates, and policies
De-escalate difficult situations with patience and critical thinking skills
Adhere to service-level standards for call handling, quality, and accuracy
Document all interactions thoroughly in the CRM or Core system
Educate members on self-service resources to improve ease and speed of access
Maintain a strong understanding of current promotions, products, and benefits
Report any suspicious activity or potential fraud immediately
Maintain confidentiality of all member information
May perform other duties as directed by the Regional Sales Manager of East TX
Performs job duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards and our work procedures
Qualification
Required
High school diploma or general education degree (GED)
Minimum one to two years of call center, customer service or related member services experience
Ability to communicate clearly and courteously with members and co-workers via email and telephone
Through knowledge of MS Office, including Excel and Word
Ability to effectively communicate via telephone and e-mail with members and employees
Must have an outgoing phone personality and good written communication skills
Knowledge of credit union policies and procedures
Ability to perform multiple tasks while maintaining a high overall standard of performance
Good judgment and discretion when dealing with sensitive topics
Able to interact with many people and multiple interruptions while staying on task
Preferred
Experience in a credit union, other financial institutions preferred
Company
Credit Union of Texas
Credit Union of Texas is a financial firm that provides banking, loans and investment services.
Funding
Current Stage
Growth StageLeadership Team
Recent News
2025-05-30
2025-05-27
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