RMA New Accounts Video Conferencing… at Randolph-Brook… · San…

Job Description and Requirements

Randolph-Brooks Federal Credit Union is seeking candidates for full time employment opportunities with our Remote Member Assistance team starting at $20.00/hour!

Bilingual in Spanish and English? Employees can earn an additional $2.00 per hour upon the successful completion of the RBFCU Bilingual Spanish/English certification.

The RMA New Account Video Conferencing Specialist will have the ability to work from home after a period of training and performance evaluations (time frame may vary). Training will take place at the RBFCU Administrative Service Center: 1 Ikea-RBFCU Pkwy, Live Oak, Texas 78233. Applicants who work from home must reside within the State of Texas and have the capability of performing all 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.

A New Account Representative in the Remote Member Assistance department will provide exceptional service to members, non-members, branches and internal departments through multiple communication channels. Analyze, establish and update personal, specialized and business member relationships while recommending appropriate products/services and/or solutions with appropriate documentation in accordance with policies, procedures, regulatory laws with supervision. Identify member needs and conduct all duties in a manner intended to enhance the brand and contribute to the safeguarding and growth of the Credit Union. 

Essential Functions and Responsibilities:

• Provide enthusiastic, professional, and quality remote assistance via video conferencing and phone to a variety of members and non-members.

• Assist in establishing personal, specialized and non-personal accounts to include reviewing all required supporting documentation to ensure accurate account styling and ownership structure of complex non-personal entities. 

• Meet or exceed all sales and performance goals and objectives through established key performance indicators and core values. 

• Maintain knowledge of all products and services RBFCU offers to be able to cross-sell or educate the members on specific personal and business solutions. 

• Responsible for completion of member and non-member appointments by ensuring appropriate scheduling, follow up and pre-appointment guidance is completed. 

• Partner with internal teams like Account Support and Branches to enhance the member experience and convenience.

• Maintain an in-depth working knowledge of current non-personal regulations related to beneficial ownership and the completion of Verafin questionnaires. 

• All other duties as assigned (note: essential functions and responsibilities may change or new ones may be assigned at any time with or without notice)

Requirements:

• HS Diploma/GED

• Minimum of one year of financial institution or customer service experience

• Must have good organizational, communication, and interpersonal skills, along with the ability to multi task and manage time effectively with a 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 form

• Ability to deal with problems involving several concrete variables in standardized situations

• Good attendance and promptness is pertinent

• Knowledge of all Microsoft applications

• Must be able to work a flexible Monday through Saturday schedule

Preferred:

• Bilingual (English/Spanish)

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.