Financial Solutions Representative ; Call Center

Job Title:

Financial Solutions Representative I

Job Type: Full-Time

Location:

Houston, TX

• Taking inbound calls from members and non-members for general servicing inquiries for checking, savings, credit cards, certificates of deposit, business accounts and loan products (auto, equity, line of credits and personal loans).
• Option to work hybrid based on skillset and time in position.
• Exercise problem solving skills and promote the benefits of membership.
• Update member and account information as needed.
• Maintain Member Solutions Center service levels by handling a high volume of calls in a fast‑paced environment.
• Communicate using extraordinary soft skills during complex conversations to deliver an outstanding member experience.
• Handle complex conversations and situations professionally to create an outstanding member experience on every call.
• Consistently and effectively cross‑sell credit union products and services to achieve assigned referral goals.
• Ability to respond to member inquiries regarding current products and services, as well as current promotions.
• Utilize “available” time efficiently, consistently maintaining low “work” and “unavailable” percentages while meeting interaction performance.
• Comply with all member verification processes to mitigate risk and protect the member and the credit union from fraud or loss.
• Comply with all record keeping requirements of the Bank Secrecy Act for wire funds transfers of $3,000 or more.

• Possess superior organizational skills that enable accurate and efficient service experiences.
• Possess superior verbal and written communication skills.
• Possess the Credit Union knowledge required to educate members on the features and benefits of credit union products and promotions.
• Possess deep knowledge of all credit union products to assist in problem solving and generate referrals to support the CU's multiproduct strategy.
• Ability to provide information to current and prospective members concerning eligibility for membership, products and services (loans and deposits).
• Ability to act as a problem solver, information provider and liaison between members and various internal departments.
• Ability to complete accurate and timely currency transaction reports as required by the Bank Secrecy Act.
• Ability to work in a fast paced, ever-changing environment.
• Demonstrate strong work ethic that supports organizational values and demands the highest standard of conduct from self and others.
• Self‑motivated to meet performance goals.
• Ability to comply with all state and federal regulations.
• Ability to respond, establish and maintain control when handling challenging interactions while simultaneously representing Chartway with the highest degree of professionalism.

• Education:
  
  High school education or equivalent GED.
• Experience:
  
  One year retail or customer service, preferably in a call center environment.

Candidates must have a good credit history for consideration.

Chartway offers a competitive salary and a comprehensive benefits package.

Chartway Federal Credit Union is an EOE/M/F/Disability/Vet Employer.