DUTIES:

• Responsible for answering inbound calls and Live Chat inquiries to provide accurate, satisfactory answers to their queries and concerns, if necessary, distribute to appropriate department
• Calls to be answered promptly and use member’s name at least twice during the phone call
• De-escalate situations involving dissatisfied members, offering patient assistance and support
• Provide members with product information and benefits
• Open new accounts, and service existing accounts. Set up new account files and provide members with all necessary information for membership.
• Process secured loans
• Follow up member’s calls or questions as soon as possible
• Process member requests including ordering debit cards, check orders, online payments, remote deposits, and all other services as needed
• Handle and distribute incoming faxes
• Respond to member’s emails and secured emails
• Scanning of documents as needed
• Assist with outgoing and incoming mail for CU
• Collection calls to overdrawn checking account
• Complete member notes for each call
• Meet or exceed cross sell goals as set by the Virtual Branch Manager
• Back up teller or member service representative if needed
• Assist in any area as directed by the Virtual Branch Manager

Bilingual (Spanish) preferred

Ability to multi-task

Job Type: Full-time

Pay: $17.00 - $19.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Experience level:

• 1 year

Shift:

• 8 hour shift
• Day shift

Weekly day range:

• Monday to Friday

Work setting:

• Call center
• Hybrid work

Application Question(s):

• Are you willing to undergo a background check, in accordance with local laws and regulations?

Experience:

• Call center: 1 year (Preferred)
• Financial services: 1 year (Preferred)
• cross selling: 1 year (Preferred)

Language:

• Spanish (Preferred)

Work Location: Hybrid remote in Dallas, TX 75248