PT-Virtual Branch Services Specialist - Westchase District

Job Title

This is a fully ON-SITE position (located in Houston, Texas), scheduled at 30 hours per week.

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).

Responsibilities include:

• Respond to member service inquiries 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.