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PT 30 E-Branch Services Specialist Job in United States
Smart Financial , United States

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1 Year
0 - 0
Job Type
Job Shift
Job Category
Requires Traveling
Career Level
As mentioned in job details
Total Vacancies
1 Job
Posted on
Apr 7, 2021
Last Date
Jul 7, 2021

Job Description

This is a part-time position*** 30 hours per week

The E-Branch Services Specialist will provide service and support for members over the phone dealing with request 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 call center.


1. Respond to member service inquires 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.

2. 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.

3. 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.

4. Perform other duties as assigned by manager.

EXPERIENCE One to three years previous experience in a call center or retail service position

EDUCATION/CERTIFICATIONS/LICENSES A high school degree or equivalent

INTERPERSONAL SKILLS Self-Development The degree to which the employee seeks out opportunities for education, development, and improvement. The level of success in planning and meeting career goals. An awareness of organizational needs related to personal development. Member Advocacy The degree to which member service and professional rapport is demonstrated in the day-today business environment. A focus on always putting the needs of the members first. Brand Execution - The degree to which employees deliver on our promises to our members. This includes fully owning member situations presented and acting on empowerment so that all components of our brand are executed successfully. Teamwork/Cooperation The degree to which individuals promote a collaborative, cooperative, and productive working environment. The level of demonstrated sensitivity, team building, support, and respect. The degree of synergy promoted.

OTHER SKILLS Must possess computer skills with the ability to handle extensive data entry in an accurate and timely manner. Must be highly outgoing and self-motivated Microsoft Office 2010 or higher specifically in Word, Outlook, Excel.

ADA Requirements PHYSICAL REQUIREMENTS Performs primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance

WORKING CONDITIONS This job operates in a professional office environment. Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. Must be capable of working weekends. Occasional work before or after regular business hours may be required for various events.

MENTAL AND/OR EMOTIONAL REQUIREMENTS Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.


Smart Financial Credit Union was ranked as Houston's Best Places to Work! Six years in a row!
Source: Houston Business Journal, 2011, 2012, 2013, 2014, 2015, and 2016.

Smart Financial Credit Union was also ranked as Best Companies to Work for in Texas! Two years in a row!
Source: Texas Association of Business (TAB) and Texas Monthly Magazine 2014 and 2015

* * * Applicants must submit a resume in order to be considered for the position.

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

Job Specification

Smart Financial

Information Technology and Services - Houston, United States