Demo

Centralized Support Specialist

Wellby Financial
Webster, TX Full Time
POSTED ON 1/16/2025
AVAILABLE BEFORE 2/13/2025
It's fun to work in a company where people truly BELIEVE in what they're doing!

We're committed to bringing passion and customer focus to the business.

Position Summary:

A centralized team designed to serve as a single source of support and resource for front and back-office

including Contact Center, Solution Center, and Lending Teams. This team will act as the first point of contact to

troubleshoot and resolve all operational support requests.

Essential Duties And Responsibilities

  • Provide a superior level of support to team members as a subject matter expert resulting in improved relationships between members and the organization.
  • Answer incoming calls and messages and respond to e-mails in a timely and courteous manner.
  • Escalate unresolved cases and coordinate a response within the designated service level agreement.
  • Advanced system proficiencies with Meridian Link, Doxim, Visa, Banno, Ipay, Episys, Ascensus, CXI, Open Text, and OnBase.
  • Knowledge in specialized accounts and processes i.e., IRA, DBA, Trust, POA, Deceased Accounts, and Consumer Lending processes.
  • Review policies, procedures, and training in the context of regulatory requirements to ensure compliance.
  • Perform other duties as assigned.

Qualifications and Experience:

  • 3 years of credit union or retail banking experience
    • Teller
    • Personal Banking
    • Lending
  • Secondary education preferred but not required
  • Proven member service, interpersonal, and relationship-building skills
  • Ability to conduct research
  • Knowledge of retail product philosophy, policy, procedures, documentation, and systems
  • Knowledge of Federal Regulations including Reg CC, Reg E, BSA
  • Willingness and ability to exhibit Wellby Core Values every day.

Job Requirements:

  • Must be able to stand or sit for prolonged periods.
  • Must be able to remain in a stationary position 50% of the time.
  • The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.
  • Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
  • The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
  • The ability to observe details at close range (within a few feet of the observer).
  • Must be able to occasionally lift items weighing up to 25 pounds across office and load onto shelves for various needs.

For All Candidates:

This is a Full-Time and Hourly role.

Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. If you'd like more information about your EEO rights as an applicant under the law, click here for English / Spanish.

Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation, please email careers@wellbyfinancial.com or call 800-940-0708 for assistance.

Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company.

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Job openings at Wellby Financial

Wellby Financial
Hired Organization Address Webster, TX Full Time
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and ...

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