E-Branch Services Specialist - Westchase

E-Branch Services Specialist – Westchase

2 days ago Be among the first 25 applicants

• This is a fully ON-SITE position.
• Respond to incoming calls and select the appropriate products and services to meet member requests while meeting or exceeding call quality and service standards.
• Respond to member service inquiries within 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 callback, 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. Continuously improve competency through training and development on established educational programs.
• Perform other duties as assigned by manager.

• Experience: One to three years of previous experience in a call center or retail service position.
• Education/Certifications/Licenses: High school degree or equivalent.
• Interpersonal
  
  Skills:
  
  Significantly trustworthy, credible, and diplomatic. Capable of engaging in sensitive and confidential conversations with customers, reports, and vendors.
• Other
  
  Skills:
  
  Proficient in computer data entry, Microsoft Office 2010 or higher (Word, Outlook, Excel). Highly outgoing and self‑motivated.

Performs primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing/descending stairs in emergency situations, operating routine office equipment, and working extended hours when required. Work is conducted in a professional office environment, climate‑controlled and with minimal noise. Weekend work and occasional before/after business hours may be required.

Smart Financial Credit Union offers a competitive salary, excellent top‑tier benefits, and up to $4,000 per year in tuition reimbursement for full‑time employees. Smart Financial Credit Union was ranked Houston’s Best Places to Work for five consecutive years, USA Top Workplaces (National Award), and Top Workplaces (Regional Award) for six consecutive years. The credit union is also recognized as Best Companies to Work for in Texas for four consecutive years.

Smart Financial does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity, or any other reason prohibited by law. SFCU is committed to fostering a diverse, equitable, and inclusive workforce and member base with a sense of belonging.

Applicants must submit a resume to be considered for the position.

Entry level

Full-time

Other

IT Services and IT Consulting