A Career At UNIFY Financial
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Welcome to UNIFY Financial Credit Union's Career Portal 

UNIFY offers a wide selection of financial products and services to assist in making the important financial decisions our members face throughout life’s many different stages. UNIFY also provides a better banking experience with robust online banking tools.  Accessibility and member satisfaction are our focus via our 24/7 U.S.-based Contact Center or one of our nationwide branches.

UNIFY doesn’t stop at great member service and financial products, we are also a GREAT company to work for!  We have opportunities nationwide offering competitive salaries. We believe our team members are our best asset, so we take care of our team with a generous benefits package including: education reimbursement, 401k plan with an employer match, medical, dental and vision insurance.

At UNIFY, you will advance your career with one of the nation’s largest 100 credit unions, with a reputation for being financially sound and growth-oriented.  Apply today!


Contact Center Rep I (2nd Shift)

Department: Contact Center
Location: Allen, TX

Overview:

UNIFY Financial Credit Union is one of the nation’s largest 100 credit unions with a reputation for being financially sound and growth-oriented. We’re expanding rapidly to meet the needs of a growing member base. At UNIFY, our team members work together to strive toward a common goal, “providing superior service to our members.” In doing so, we promote a culture where your ideas matter, your growth matters, and you matter. We encourage all team members to challenge and encourage themselves and their teammates to work smarter and to be more successful

Summary:

Provide Superior Service regarding all Credit Union services to members verbally and in writing via telephone, e-mail and chat, in an accurate, timely, and professional manner.

Responsibilities:

  • Answers and resolves member inquiries or complaints regarding Credit Union products and services through calls, e-mails, and chats, escalating situations when required.
  • Cross-sells products and services, explains features and benefits and offers alternative products or services as appropriate.
  • Processes referrals through appropriate channels, based on the member’s financial needs.
  • Establishes and maintains positive member service relationships
  • Receives and processes requests including, but not limited to disburse­ments, withdrawals, transfer of funds, data changes, check orders, stop payments, loan payments, and statement copies. Provides account information, and responds to product, operational, and policy inquiries.
  • Remains up to date and informed on all Credit Union operations, products and services.
  • Maintains quality and productivity levels, as established by department standards.
  • Works collaboratively with others in department to build and maintain a strong cohesive team and achieve department objectives
  • Interfaces with other departments as needed to assure that member needs are met and disputes are resolved in a timely manner.
  • Maintains confidentiality of information as well as controls and protects sensitive information and material.
  • Demonstrates knowledge and understanding of audit and compliance regulations related to operations.
  • Ensures full compliance with UNIFY Financial Credit Union Service Standards, policies, procedures and the Bank Secrecy Act.
  • Performs all other duties as assigned.

Qualifications:

  • 2nd shift (or shift flexibility) highly preferred
  • Spanish speaking highly preferred
  • Requires high school diploma or equivalent.
  • Some college preferred.
  • Requires a minimum of one years of related experience with resolving complex customer inquiries and complaints, preferably in a financial institution.
  • Requires the ability to work with minimal supervi­sion, and at times under very busy conditions with proficiency in typing, word processing software applications, spreadsheet software applications and the ability to communicate highly effectively, both verbally and in writing.
  • Flexibility with work schedule is also required.

See the UNIFY Difference!

At UNIFY, we believe that each team member is a valued contributor. Through a teamwork approach, we strive to provide a positive and rewarding workplace that helps our team succeed. UNIFY provides a work environment which promotes learning, growth, and the opportunity for team members to challenge themselves.

Competitive Compensation and Excellent Benefits Package* Includes:

Medical (PPO/HMO), Prescription, Dental (PPO/DMO), Vision, Life, and Short- and Long-Term Disability Insurance
Dependent and Medical Care - Flexible Spending Accounts
Vacation, Sick, Personal and Holiday Pay
401(K) Plan with employer match
Education reimbursement for approved programs
UNIFY banking privileges for you and your family

*All programs subject to review and change

UNIFY is proud to be a drug-free, equal-opportunity employer. For more information on UNIFY, visit us at www.unifyfcu.com

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