Personal Agent - Part Time M/W/F 8:00-5:00, S 9:00-1:00

Description

Job Description:

TVFCU desires to recruit talented service professionals who embody our overall values and are passionate about the work they do for our membership. TVFCU opportunities have the potential to develop into satisfying career choices that enable you to learn and grow. Personal Agents respond to a variety of member inquiries, including some of the following:
 

• Process transfers and balance inquiries on TVFCU member accounts
• Maintain account records and effectively cross-sell products and services to our members.
• Research, Identify, and resolve issues related to TVFCU Online banking system and Visa debit/ATM cards.
• Respond to member emails.
• Representatives are responsible for maintaining a high level of quality that is measured via our member quality service survey.
• Other duties as assigned

Qualifications

EDUCATIONAL AND WORK EXPERIENCE REQUIREMENTS: 

• High school diploma or equivalent; additional certifications in finance or related fields are a plus. 
• Proven experience in customer service or sales role, preferable within the banking or credit union industry.
• Strong interpersonal and communication skills, with the ability to explain financial concepts clearly, especially on video. Bilingual skills are preferred.
• Exceptional problem-solving skills and the ability to handle member concerns and complaints with professionalism and empathy.
• Ability to effectively interact with members and potential members in a professional manner with a demonstrated ability to achieve individual goals. 
• Strong attention to detail and accuracy in handling financial transactions and maintaining member records.
• Ability to work effectively both independently and as a part of a team in a fast-paced, dynamic environment.
• Proficiency in using email and Microsoft Office tools.
• Flexibility to work weekends and/or extended hours as needed.
• Demonstrated commitment to providing outstanding customer service and building long-term relationships with members.

If you are considered for an offer of employment at TVFCU, you must successfully complete a pre-employment screen that includes:

• Verification of education, employment and other pertinent data included on your employment application, and eligibility to work in United States.
• Criminal background check and drug screening.
• Pre-employment credit check required.

Pre-employment screening helps TVFCU provide a safe environment for our members and employees, minimize risk, and ensure federal compliance.