Wellby Financial

Member Service Representative II

Wellby Financial

6 months ago
Webster, TX
Hybrid
Full Time
Medior
0 applicants
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Wellby Financial
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About this role

The Member Service Representative II is a frontline role within the credit union’s contact center, focused on delivering exceptional member service. The position supports member needs, helps guide them through banking options, and upholds the credit union’s values in every interaction. This role emphasizes building relationships, empathy, and proactive problem resolution to enhance member satisfaction.

Skills

Qualifications

High School Diploma or EquivalentThree Years of Experience in a High-Volume Call CenterTwo Years of College Education PreferredBilingual Preferred
Wellby Financial

About Wellby Financial

wellbyfinancial.com

Wellby Financial helps Houstonians and beyond achieve financial prosperity with checking, savings, loans, mortgages, and wealth planning designed for you.

About Wellby Financial

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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