Contact Center Agent I at Rally Credit Union in Crosstown Branch - Corpus Christi, TX 78415
- Company: Rally Credit Union
- Location: Crosstown Branch - Corpus Christi, TX 78415
- Posted: Sep 21, 2026
- Type: Full-time
- Experience: 1+ years
Overview
Level Entry Summary Serving members operational and financial needs and questions via telephone/web inquiries. Responsible for cross selling all credit union services and identifying services to meet member needs. Assist Members Contacting the Credit Union by Telephone/Email.
Job description
- Level
- Entry
- Summary
- Serving members operational and financial needs and questions via telephone/web inquiries. Responsible for cross selling all credit union services and identifying services to meet member needs.
Responsibilities
- Assist Members Contacting the Credit Union by Telephone/Email.
- Process member transactions per telephone request.
- Handles tier one queue calls
- Provide information/research to members on overall account and/or service inquiries.
- Ensure member is properly charged for services rendered.
- Be knowledgeable of and provide information to members and potential members on all credit union services and products, to include but not limited to savings, checking, loans, electronic services and channels, wires, stop payments, debit card transactions/issues, copies of statements and checks, cross account transfers/set up, term shares, check orders etc.
- Promotes CU products and cross sells additional products to meet the member’s needs.
- Contributes to department and credit union goals by handling high contact volumes and assisting the department in meeting overall Contact Center Goals.
- Record details of member comments, inquiries, complaints and actions into appropriate workflow software.
- Follow Current Policies and Procedures as Set by the Board of Directors.
- Comply with financial industry Rules and Regulations as required by law.
- Demonstrates an understanding of and follow the requirements of all regulation compliance including but not limited to those Bank Secrecy Act (BSA), AntiMoney Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP) and Member Due Diligence (MDD) as it specifically relates to their job functions.
- Responsible for completing BSA/AML compliance training annually.
- Other Duties as Assigned
Requirements
- Requirements
- High School Diploma or GED required
- Requires one (1) year of experience in a financial institution (FI) or one (1) year customer service
- Any amount of financial or contact center experience is preferred
- Bilingual preferred
Skills
Required
- High School Diploma or GED
Preferred
- Bilingual