Job description
America’s Credit Union, a Dallas/Fort Worth, TX based credit union, is looking for a Communications Specialist
to join its Virtual Branch.
The Communications Specialist is the voice of the credit union, responsible for answering most incoming calls,
emails and chats sent from the America’s Credit Unions membership. Their role is to assist members and
potential members with their requests, explain products and services, respond to problems, direct inquiries to
the appropriate areas if they are unable to be assisted in the virtual branch and to know when to refer that are
beyond their authority to their supervisor along with their recommendation of how to remedy the situation.
ROLE AND RESPONSIBILITIES
- Assists members and potential members with their telephone, email, and virtual messaging requests;
answers questions about products and services and resolves problems that are within their authority to
resolve; refers problems that are beyond their authority to their supervisor, along with their
recommendations. - Process new account applications, certificates, IRAs, assist members with research questions, make
corrections on accounts within authority, and work daily and monthly reports as assigned. Approve remote
deposit capture requests and process ECM payments. - Maintains member account information on computer system and assures that appropriate documentation
and notes are maintained. - Identifies cross-sell opportunities and cross-sells services to members.
Performs other duties as assigned.
KNOWLEDGE, EXPERIENCE & SKILLS
- At least 6 months of similar or related experience in the financial industry is preferred.
- High school diploma or equivalent
- Ability to work effectively in a fast-paced environment.
- Ability to complete assigned tasks with moderate supervision.
- Ability to utilize downtime wisely when traffic slows down.
- Ability to maintain composure and think clearly in stressful situations.
- Good with detail to deal with numbers and names.
- Excellent verbal and written communications skills.
- Excellent time management and organizational skills.
- Able to lift 20 lbs.
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