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Member Service Specialist I
Wellby Financial
Sugar Land, Texas, United States
Full Time
Hybrid
Junior
0+
High School
Customer Service & Support
Financial Services Insurance
Posted 3 months ago
Job summary
The Member Service Specialist I provides support and interacts with members via phone, email, or online chat, resolving inquiries and complaints, while promoting banking products and solutions. Key skills include customer service, communication, problem solving, digital platform usage, and account management, with a focus on delivering a positive member experience.
Responsibilities
Provide support to the Contact Center by addressing member inquiries and resolving complaints via telephone, email, and chat. Maintain member accounts and recommend financial solutions to enhance members' financial goals.
Qualifications
Account Management
Communication
Conflict Resolution
Customer Service
Digital Platforms
Empathy
Financial Knowledge
Fraud Awareness
Problem Solving
Requires a high school diploma and at least three years of experience in a high-volume call center environment. Proficiency in Microsoft Office and the ability to work in a fast-paced, high-pressure environment are essential.
English
Company
Wellby Financial
Financial Services
- Location
- Sugar Land, Texas, United States
- Website
- wellbyfinancial.com
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Member Service Specialist I
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Wellby Financial
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