Credit Union of Texas · 1 day ago
Member Service Specialist
Allen, Texas, United States
Full-time
Onsite
Entry Level
1+ years expCredit Union of Texas is seeking a Member Service Specialist to provide outstanding service to both internal and external members. The role involves assisting members with their banking needs in a high-volume contact center, resolving inquiries, and ensuring a positive customer experience.
BankingConsultingFinancial Services
Responsibilities
Answer questions relating to CUTX products and services
Assist members with their requests such as balance inquiries, account research, product knowledge, etc
Assist members in accessing and understanding mobile features such as Mobile Banking, Online Banking, Remote Check Deposit, ATMs, etc
Accurately complete member transactions such as transfers, loan payments, lease payments, credit card payments, check orders, etc
Resolve member complaints concerning handling of their accounts
Obtain and communicate effective knowledge of the Credit Union’s products and services
Respond to member requests to update accounts, including address, phone, email changes; adding and removing joint owners and/or beneficiaries; opening or closing additional accounts; ordering debit cards, etc
May perform other duties as directed by the Member Services Contact Center Leadership to maintain credit union service and operations
Performs job duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards and our work procedures
Reports to Member Services Team Lead/Supervisors. Continued training and supervision are necessary
Qualification
Required
Ability to communicate clearly and courteously to 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
High school diploma or general education degree (GED)
Minimum one to two years of call center, customer service or related member services related member services experience
Experience in a credit union, other financial institution preferred
Preferred
Experience in a credit union, other financial institution preferred
Company
Credit Union of Texas
Credit Union of Texas is a financial firm that provides banking, loans and investment services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Kristopher Harris, RMT
CEO - Community Engagement Officer at Credit Union of Texas
Angela Faust, PMP, NCCO
SVP/Chief Operations Officer
Recent News
2025-05-30
2025-05-27
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