Banking Customer Service Representative - Webster - Burnett Specialists
Houston, TX 77058
About the Job
Banking Customer Service Representative - Webster, TXBurnetts client in southeast Houston is a trusted financial institution dedicated to serving their members' financial needs and enhancing their financial well-being. As a member-focused credit union, they are committed to providing exceptional customer service and building lasting relationships with their members. Our client takes pride in creating a positive and supportive work environment for their employees!
**Location: Webster, TX 77058 (On-Site)
**Pay Rate: $18.00/hr+
Job Summary:
The Member Service Representative (MSR) provides exceptional member experience to engage new and existing members with new account applications, consumer lending, and additional credit union services. The MSR is responsible for establishing memberships and additional accounts via online applications, including document verification, screening applicants with security questions, and/or follow-up on submitted loan applications for additional information or documentation needed. They will actively seek opportunities with members and non-members to cross-sell various credit union products and services by telephone and/or written correspondence.
Principle Duties and Responsibilities:
Minimum Qualifications:
HOUTS31
**Location: Webster, TX 77058 (On-Site)
**Pay Rate: $18.00/hr+
Job Summary:
The Member Service Representative (MSR) provides exceptional member experience to engage new and existing members with new account applications, consumer lending, and additional credit union services. The MSR is responsible for establishing memberships and additional accounts via online applications, including document verification, screening applicants with security questions, and/or follow-up on submitted loan applications for additional information or documentation needed. They will actively seek opportunities with members and non-members to cross-sell various credit union products and services by telephone and/or written correspondence.
Principle Duties and Responsibilities:
- Acts as a Subject Matter Expert in our products and services offerings, and in our new accounts and consumer lending processes.
- Connects our members with experts in financial services (investments), home loans, and financial counseling to assess known and unknown needs that will help our members achieve financial freedom.
- Facilitates the member experience where members need assistance the most, delivering a personable five-star experience from inbound/outbound phone calls, digital channels, and/or other contacts from members.
- Responsible for delivering high-quality member service, while focusing on complex issues and using their knowledge of our multiple products to maximize member participation.
Minimum Qualifications:
- Bilingual Spanish/English preferred.
- High School Diploma or equivalent required.
- Minimum two (2) years of experience in a high-volume call center environment, or an equivalent combination of education and experience (one year of relevant experience is equivalent to one year of relevant higher education and vice versa).
- Two (2) years of college-level education preferred.
- Need to be able to work both onsite and remotely based on business needs.
HOUTS31
Source : Burnett Specialists