Contact Center Agent II
On-site · McAllen, Texas, United States
Job Summary
Handle high-volume inbound calls and email inquiries for credit union members, processing transactions and changes of terms, providing information on accounts and services, and identifying cross-sell opportunities. Promote and cross-sell CU products, ensure correct charges for services, process wires and various transactions, and maintain knowledge of services from savings to CDs, loans, and electronic channels. Adhere to BSA/AML/CIP and regulatory requirements, complete annual compliance training, and aim for first-call resolution while delivering accurate, courteous member support. Requires strong product knowledge, effective questioning, and the ability to operate in a fast-paced environment with attention to detail.
Required Qualifications
- High School Diploma or GED required
- Two (2) years of customer service to include one (1) year financial institution experience
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