Company: PenFed Credit Union
Location: San Antonio
Posted on: April 9, 2021
Are you looking to take your career from good to great? As an
employee of PenFed, every day is an opportunity to thrive, and be
part of a team working to ensure our organization is providing
world class service to our members, employees, and our communities.
We exist to help our members realize their full potential, educate
and encourage their dreams, and make every effort to follow our
mission and help our members "do better." Joining PenFed is more
than being an employee; it's about being a part of the PenFed
family. PenFed is hiring a Research Analyst at our San Antonio,
Texas location. This position will work Tuesday-Saturday, 8am to
4:30pm. The primary purpose of this job is to efficiently research,
resolve and respond to a wide range of problems in response to
PenFed staff and direct member inquires via PenFed's various
delivery channels, including live chat, email, telephone, mail, or
branch visit. Responsibilities Reasonable accommodations may be
made to enable individuals with disabilities to perform the
essential functions. This is not intended to be an all-inclusive
list of job duties and the position will perform other duties as
- Research, resolve and respond to a wide variety of complex
problems and inquiries for PenFed members and other PenFed business
units related to: PenFed loan and deposit accounts, Individual
Retirement Accounts (IRA), account ownership, online and mobile app
technical support, etc.
- Respond to a high volume of live chat and member emails
regarding share and loan products and accounts, ensuring quality
member service. Utilize effective professional writing to resolve
inquiries with the utmost professionalism and member care.
- Perform monetary and/or specialized account maintenance in
PenFed systems in response to member requests.
- Regularly consider and approve applications to establish and
maintain Trust, Representative Payee, Power of Attorney,
Organization/Public Unit, VUTMA and other like accounts.
- Provide training and answer Member Service Representative (MSR)
and Branch telephone inquiries.
- Utilize in-depth knowledge and experience to look for
opportunities to recommend changes that will streamline processes,
improve efficiency and push the business forward.
- Provide technical support to members using, PenFed Online,
Mobile, and NetMember.
- Utilize a wide range of proprietary and vendor computer
applications including DOS-based systems.
- Maintain current working knowledge in all areas of PenFed
products, services, policies procedures and loan and share
processing. Qualifications Equivalent combination of education and
experience is considered.
- Associates Degree in a related field is preferred.
- Minimum of two (2) years of experience in a call center or
related position is preferred.
- Strong oral and written communication skills.
- Strong analytical, interpersonal, and decision-making
- Technical proficiency in standard business computer
- Knowledge of financial institution structure, products,
policies and procedures preferred.
- Experience in a Salesforce environment preferred.Work
EnvironmentWhile performing the duties of this job, the employee is
regularly exposed to an indoor office setting with moderate
noise.*Most roles require working in an office setting with
moderate noise and the ability to lift 25 pounds.* TravelAbility to
travel to various worksites and be on-call is required. Special
Message Regarding COVID 19PenFed is continuing to hire and train
exceptional individuals to help us serve our 2 million members both
here and around the world. In light of the current situation with
novel coronavirus (COVID-19), we have modified our hiring,
onboarding, training, and deployment protocols in order to comply
with current local and state guidance around social distancing.
About Us Established in 1935, PenFed today is one of the country's
strongest and most stable financial institutions with over 2
million members and over $26 billion in assets. We serve members in
all 50 states and the District of Columbia, as well as in Guam,
Puerto Rico and Okinawa. We are federally insured by NCUA and we
are an Equal Housing Lender. We are available to members worldwide,
via the web, seven days a week, twenty-four hours a day. We provide
our employees with a lucrative benefits package including robust
medical, dental and vision plan options, plenty of paid time off,
401k with employer match, on-site fitness facilities at our larger
locations, and more. Equal Employment OpportunityPenFed management
will maintain and observe personnel policies which will not
discriminate or permit harassment or retaliation against a person
because of race, color, creed, age, sex, gender, gender identity,
gender expression, religion, national origin, ancestry, marital
status, military or veteran status or obligation, the presence of a
physical and/or mental disability or medical condition, genetic
information, sexual orientation, and all statuses protected by
applicable state or local law in all recruiting, hiring, training,
compensation, overtime, position classifications, work assignments,
facilities, promotions, transfers, employee treatment, and in all
other terms and conditions of employment. PenFed will also prohibit
retaliation against individuals for raising a complaint of
discrimination or harassment or participating in an investigation
of same. PenFed will also reasonably accommodate qualified
individuals with a disability so that they can apply for a job or
perform the essential functions of a job unless doing so causes a
direct threat to these individuals or others in the workplace and
the threat cannot be eliminated by reasonable accommodation or if
the accommodation creates an undue hardship to PenFed. Contact
human resources (HR) with any questions or requests for
accommodation at .
Keywords: PenFed Credit Union, San Antonio , Research Analyst, Professions , San Antonio, Texas
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