The Remote Member Access (RMA) Account Support Specialist will provide an exceptional service experience to members, non-members, branches, and internal departments through multiple communication channels. The Account Support Specialist will establish and update personal, specialized, and business member relationships with appropriate documentation in accordance with policies, procedures, and regulatory laws with supervision. In addition, the Account Support Specialist will identify member needs, recommend appropriate products/services and/or solutions, and conduct all duties in a manner intended to enhance the brand and contribute to the safeguarding and growth of the Credit Union.
The RMA Account Support Specialist will have the ability to work from home after a period of training and performance evaluations (time frame may vary).
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 workspace at home that is safe, suitable for work, and within a distraction free environment.
Provide consultation on products, services, and solutions.
Analyze, identify, and address member needs using cognitive judgment.
Safeguard member and credit union interests, and practice advance fraud detection and techniques.
Receive and process Select Group/Lending/Kuper Sotheby's account set ups, certificate creations/updates, member email responses, member/branch/department call assistance, tax corrections, and account cleanup projects as needed.
Provide timely correspondence to members, internal departments, and branches regarding all account related information.
Meet or exceed department goals and objectives through key performance indicators and core values.
Create a seamless member and interdepartmental interaction by utilizing multiple software applications such as OnBase, DNA, New Member Solution, FIS, DNA Publisher, Workday, DSI Avaya Marquee, Calabrio, Newtek, Rightfax, DocuSign, Obweb scanner, Kofax, Verafin, Secretary of State, and County websites.
Maintain an in-depth working knowledge of current RBFCU Membership Agreement, applicable policy and procedure, account compliance regulatory expectations, and topical understanding for all credit union areas.
Minimum of one year of financial institution or one year of customer service experience
Must have good organizational, communication, and interpersonal skills along with the ability to multitask and manage time effectively with close attention to detail
Accept ownership and adapt to needs of department
Self-initiate and apply logic to problem solve with few concrete variables
Ability to apply common sense understanding to carry out instructions furnished in written, oral, and diagram forms
Ability to deal with problems involving several concrete variables in standardized situations
General knowledge of Microsoft applications
Good attendance and promptness is pertinent
Must be able to work a flexible Monday-Saturday schedule
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.
Originally posted on Himalayas
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