Member Solutions Specialist I (Phone)
$47,840–$49,920 year
On-siteDallas, Texas, United States
Job Summary
Handle inbound and outbound member calls to resolve account inquiries, transaction requests, and disputes across deposit, loan, and payment services. Troubleshoot access issues for digital platforms, debit cards, and online banking while updating account information and assisting with fund transfers. Actively listen to member needs, ask probing questions to understand concerns, and proactively promote credit union products to enhance financial wellbeing. Maintain strict compliance with banking regulations and meet productivity KPIs for optimal service delivery in a high-volume call center environment.
Required Qualifications
- High school graduate or equivalent
- General knowledge of credit union policies, and procedures
- General knowledge of online and mobile banking platforms
- General knowledge of digital services and applications
- General banking knowledge
- One to two years of related experience
- Excellent communication and public relations skills
- Ability to analyze accounts
- Attentive to detail
- Well organized
- Ability to manage the demands of the job
- Ability to assist others
- Able to use 10-key, PC, telephone, and other related business equipment and application software and platforms
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