Virtual Branch Services Specialist - Westchase District

Smart Financial Credit Union

Houston, TX

JOB DETAILS
SKILLS
Call Centers, Internet/Online Service, Problem Solving Skills, Telephone Skills, Time Management, Training Program Development, Training/Teaching, Transaction Processing/Management
LOCATION
Houston, TX
POSTED
30+ days ago

This is a fully ON-SITE position.

The Virtual Branch Services Specialist will provide service and support for members over the phone dealing with requests that are both routine in nature and some that require extensive research and use of problem solving skills. This individual will, respond to incoming calls and select the appropriate products and services to meet member request. This will all be done while meeting or exceeding the set call quality and service standards in the virtual branch (call center).

  • Respond to member service inquires in 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 call back, extended research, or assistance from other departments. Providing proactive solutions to member service.
  • Process member transactions accurately, efficiently and timely including accepting cash and check deposits, withdrawals, transfers, loan payments etc. On a self-directed basis, continue to improve in individual level of competency through training and development on established educational programs.
  • Perform other duties as assigned by manager.

About the Company

S

Smart Financial Credit Union

Providing Superior Service to Every Member
Smart Financial Credit Union is a cooperative, owned and operated by its members. This is what distinguishes the Credit Union from other financial institutions. Members put their money in a variety of savings accounts, and that money, in turn, is lent to members. After operating expenses and reserve requirements are met, loan income is returned to all members in the form of dividends and comprehensive financial services.

SFCU is governed by a Board of Directors that establishes and reviews policy. The Directors are Credit Union members who are elected by the Membership and serve without pay. Every member has one vote, regardless of how much he or she has on deposit. At the Credit Union, there is no select group of shareholders that profits more than anyone else. All Members profit - individually and collectively.

SFCU is a state-chartered credit union, organized under strict regulatory laws that are monitored and enforced by the Texas Credit Union Department, National Credit Union Administration an agency of the U.S. Government. The NCUA insures member account for at least $250,000.

Our Vision & Mission
Mission Statement:
Provide Superior Service to Every Member
Vision Statement:
Our vision is to be the financial services provider most admired for its people, performance and innovation.

COMPANY SIZE
50 to 99 employees
INDUSTRY
Banking
FOUNDED
1934
WEBSITE
https://www.smartcu.org/