E-Service Associate

Legacytexas Financial Group Plano , TX 75023

Posted 1 week ago

E-Services Associate


  • The E Services Associate is responsible for the resolution of chats and emails from all traditional customers as well as the processing of online new accounts.

  • The E Services associates perform a wide variety of complex tasks associated with customer transactions.

  • In addition, they provide technical support for both internal and external customers.

  • Responsible to promote the image of the Bank in a professional and positive manner.

  • Participates in marketing campaigns and product launches; quality control and customer service goals.


  • Takes ownership and ensures timely responses and resolutions of all Banking client issues, both internal and external, through chat, email, and internal requests database.

  • Reinforces the application of superior client service through his or her own example.

  • Performs account maintenance and transactions such as address changes stop payment requests or online banking related set-ups.

  • Participates in marketing campaigns and product launches.

  • Attend various product knowledge and customer service training classes both online and in a classroom setting.

  • Completes new account application requests received online.

  • Ensure compliance with established Bank policies as well as State and Federal regulations.

  • Provide training, as needed to other department personnel.

  • Ensure optimum knowledge of all systems used in E Services.

  • Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.

  • Assures audit compliance and procedure quality control and ensures compliance with established Bank policies, procedures and state and federal regulations.

  • Performs other duties as assigned.


  • To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • 2 years of related experience and/or training; or the equivalent combination of education and experience. Work related experience must consist of customer service or the financial services industry.

  • Intermediate skills in personal computer operation and browser basics; as well as skills in Microsoft Word and Excel. Demonstrated ability to cross-sell and explain all Bank products and services with confidence and authority.

  • Excellent organizational and time management skills, with the ability to multi-task, self-motivate, provide leadership, and training for staff members.

  • Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, train personnel, write correspondence, speak clearly to customers and employees.

  • This is a 40 hour work week but all candidates must be available anytime during the E-Services hours of operations (Monday - Friday from 7:00 a.m. to 5:30 p.m. Saturday 9:00 a.m. to 1:00 p.m).

  • Must be able to type 55 wpm or more to qualify for this position. Will be tested.

Our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or protected veteran status. We are an Equal Opportunity, Affirmative Action employer. Minorities, women, veterans and individuals with disabilities are encouraged to apply.

Drug free work environment. #CB

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E-Service Associate

Legacytexas Financial Group