Smart Financial Credit Union ยท 3 weeks ago
PT30 E-Branch Services Specialist - Westchase District
Houston, Texas, United States
Full-time
Onsite
New Grad, Entry LevelSmart Financial Credit Union is seeking a part-time E-Branch Services Specialist to provide service and support for members over the phone. The role involves responding to member inquiries, processing transactions, and ensuring high-quality customer service standards are met.
BankingFinancial ServicesPayments
Responsibilities
Respond to member service inquires in the time set by management
Send and receive email, fax, and paperwork to and from existing and potential new members for account related activities
Reset passwords, challenge questions, and PINs for members using electronic services according to department procedures
Take complete ownership of every call whether it requires a call back, extended research, or assistance from other departments
Providing proactive solutions to member service
Process member transactions accurately, efficiently and timely including accepting cash and check deposits, withdrawals, transfers, loan payments etc
On a self-directed basis, continue to improve in individual level of competency through training and development on established educational programs
Perform other duties as assigned by manager
Qualification
Required
Provide service and support for members over the phone dealing with requests that are both routine in nature and some that require extensive research and use of problem solving skills
Respond to incoming calls and select the appropriate products and services to meet member request
Meet or exceed the set call quality and service standards in the call center
Respond to member service inquiries in the time set by management
Send and receive email, fax, and paperwork to and from existing and potential new members for account related activities
Reset passwords, challenge questions, and PINs for members using electronic services according to department procedures
Take complete ownership of every call whether it requires a call back, extended research, or assistance from other departments
Provide proactive solutions to member service
Process member transactions accurately, efficiently and timely including accepting cash and check deposits, withdrawals, transfers, loan payments etc
Continue to improve in individual level of competency through training and development on established educational programs
Perform other duties as assigned by manager
Company
Smart Financial Credit Union
Smart Financial Credit Union is a financial solutions firm that offers loans, insurance, digital banking, mobile apps and bill payment.
Founded in 1934
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
LeAnn Kaczynski
Chief Executive Officer
Recent News
The Business Journals
2024-02-10
2022-06-22
Company data provided by crunchbase