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Call Center Representative

Company: RBFCU
Location: Call
Posted on: May 3, 2021

Job Description:

To be considered for employment opportunities at RBFCU, all application fields must be completed. Please enter your name and address in proper case format when completing the job application. Proper: John Examples, 123 Example Street Improper: JOHN EXAMPLES, john examples, 123 example street, 123 EXAMPLE STREET

Job Description and Requirements

The Member Services Call Center Representative will have the ability to work from home after a period of training and performance evaluations (time frame may vary). Training will take place at the Staples branch location: 5253 S. Staples, Corpus Christi, Texas 78411. Applicants who work from home must reside within the State of Texas and have the capability of performing all of the work from their home in Texas.

To successfully work from home, employees must have access to a minimum internet connection as noted by RBFCU.

  • Must have a reliable home internet provider and the ability to hard wire a connection directly to modem (Ethernet cable provided).

  • Must be able to provide a workspaces at home that is safe, suitable for work, and within a distraction free environment.

As a Member Services Call Center Representative, you will provide exceptional service to members, non-members, branches and internal departments through multiple communication channels. Process a variety of transactions and inquires in accordance with policies, procedures, regulatory laws with supervision. Identify member needs and conduct all duties in a manner intended to enhance the brand and contribute to the growth of the Credit Union by recommending appropriate products/services and/or solutions to enhance member experience.

Essential Functions and Responsibilities:

  • Responsible for creating an exceptional member experience.

  • Use cognitive judgement to identify, analyze and address members needs.

  • To improve our members economic well-being and quality of life, provide consultation on products, services and solutions.

  • To safe guard member and credit union interests, practice advanced fraud detection techniques.

  • Assist and fulfill general member transactions and inquiries on behalf of various departments. For example, process consumer loan applications for personal, credit card and line of credit, provide debit and credit card usage, and balance inquiries, and complete opening/updating on existing accounts.

  • Meet or exceed department goals and objectives through key performance indicators and core values.

  • Accountable for maintaining an in-depth working knowledge of RBFCU Member Handbook, applicable policy and procedure and topical knowledge for all credit union areas.

  • To create a seamless member interaction, orchestrate multiple software applications such as Base 2000, Portfolio Viewer Onbase, WireXchange, DNA, Loans PQ, FIS, DNA Publisher, Workday, Avaya, DSI Avaya Marque, Calabrio, Newtek, Rightfax, and DocuSign.

  • Job requires teamwork and dedication to developing strong relationships with coworkers.

  • All other duties as assigned (note: essential functions and responsibilities may change or new ones may be assigned at any time with or without notice).


  • High School Diploma or GED.

  • 6 months of work experience in a Call Center or Financial Institution OR 2-5 years of Customer Service .

  • Must be able to work a flexible Monday-Saturday schedule.

  • Must have good organizational, communication, interpersonal and sales skills, along with the ability to multi task and manage time effectively with a close attention to detail.

  • Attendance and promptness is pertinent.

  • Ability to apply common sense understanding to carry out instructions furnished in written, oral, and diagram form.

  • Ability to handle problems involving several concrete variables in standardized situations.


  • Must be proficient in using PC, Microsoft applications software, Internet Explorer, and other office equipment.

  • To ensure expectation of service is upheld, must have good organizational, communication, interpersonal and sales skills .

  • Capable of demonstrating the ability to multi-task, manage time effectively, be detail oriented, accept ownership, and adapt to needs of department.

  • Self-initiate and apply logic to problem solve with few concrete variables.

  • Attendance and promptness is pertinent.

All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status

Keywords: RBFCU, Beaumont , Call Center Representative, Other , Call, Texas

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