Contact Center Agent - Full-Time - Bilingual

Resource One Credit UnionResource One Credit UnionDallas, Texas, United States
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Posted

8/28/2026

Employment

Full time

Range

$19 - $20/hr

Work style

On-site

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AI summary

Core responsibilities

The Contact Center Agent serves as the primary point of contact for credit union members, handling inbound inquiries via phone and digital channels. Responsibilities include resolving member issues, performing account maintenance, and promoting financial products while maintaining high service standards.

Requirements overview

Candidates must possess a high school diploma or equivalent and at least one year of customer service experience. Proficiency in both English and Spanish is required for this role.

Key skills

Customer ServiceBilingualSpanishCommunication SkillsActive ListeningProblem-solvingDecision-makingCRMMulti-line Phone SystemsAccount MaintenanceDigital Banking SupportFinancial Data HandlingCross-sellingTime ManagementMultitaskingAdaptability

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Education requirements

high school

About Resource One Credit Union

Industry

Banking

Employees

154

Type

Nonprofit

Size

51-200 employees

At Resource One Credit Union, we help hard-working Texans achieve their financial goals. We are a credit union owned by our members and working to give them control of their future. Since 1936, our members have trusted us to provide honest advice and the products they need. And our earnings? They belong to our members. We share the profits with our members in the form of better rates and lower fees. Our membership continues to grow in Texas: Dallas. People helping people is what credit unions were founded on, and it's what we live and breathe at Resource One. We like to help people in every way… from a member's first loan to the energy and enthusiasm, we bring to each and every member we serve. We're not your average financial institution, and we wouldn't have it any other way.

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Job categories

Customer Service & SupportFinance & AccountingAdministrative

Description

Description The Contact Center Agent serves as the first point of contact for members reaching out to the credit union via phone and other digital communication channels. This role is essential in delivering seamless and personalized member experience by providing accurate information, resolving issues efficiently, and promoting the value of our products and services. The ideal candidate is empathetic, solution-oriented, and thrives in a fast-paced environment. Position Responsibilities Respond to a high volume of inbound calls, emails, and digital inquiries with professionalism, efficiency, and accuracy. Provide detailed information about credit union products, services, policies, and procedures. Assist members with account inquiries, transaction history, balance verification, loan information, and digital banking support. Perform account maintenance tasks including address changes, payment processing, debit card orders, and more. Troubleshoot issues related to online banking, mobile app, debit card disputes, and ACH transactions. Handle sensitive financial data with the highest level of confidentiality and compliance. Actively identify opportunities to deepen member relationships through cross-selling of appropriate financial products and services. Escalate complex issues to appropriate departments while maintaining ownership of the member experience. Document all interactions and follow-ups accurately in the system for recordkeeping and quality assurance. Meet and exceed performance metrics related to call quality, resolution time, and customer satisfaction. Participate in ongoing training and professional development to stay current on products, policies, and systems. Contribute to a collaborative and positive team environment. Other duties as assigned. Requirements High school diploma or equivalent Minimum of 1 year experience in a customer service role (call/contact center, retail, banking, etc.) Bilingual (Spanish) Knowledge, Skills and Abilities Excellent verbal and written communication skills. Strong active listening, empathy, and interpersonal abilities. Confidence in problem-solving and decision-making under pressure. Comfort with digital systems and software, including CRM and multi-line phone systems. Ability to work independently while contributing to team success. Highly organized with the ability to multitask and manage time effectively. Adaptable and receptive to feedback and process changes. Physical Demands and Work Environment Stationary work, often requiring standing or sitting for prolonged periods Operate standard office equipment and keyboards Visually recognize, reconcile, and verify numerical details for accuracy Repeating motions that may include the wrists, hands and/or fingers Must be able to access and navigate facility with reasonable accommodations Lift and carry small parcels, packages and other items Additional Notes Candidates being considered for employment with Resource One must successfully complete a credit check, background check and drug screen. This Job Description is not a complete statement of all duties, responsibilities and physical demands comprising this position. Equal Employment Opportunity EmployerOur credit union team and members include people of all races, religions, cultures, physical abilities, sexual orientations, and gender identities and/or expressions. Together, we are the community we serve, and we believe that a community is strongest when there is diversity, equality, and inclusion.Stronger leaders. Stronger coworkers. Stronger friends.

Requirements

  • Customer Service
  • Bilingual
  • Spanish
  • Communication Skills
  • Active Listening
  • Problem-solving
  • Decision-making
  • CRM
  • Multi-line Phone Systems
  • Account Maintenance
  • Digital Banking Support
  • Financial Data Handling
  • Cross-selling
  • Time Management
  • Multitasking
  • Adaptability

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