- Takes steps to enhance membership value by actively recommending appropriate products and services to members, based upon their financial needs and goals.
- Serve credit union membership by providing service and information in a pleasant, professional, and efficient manner via phone in a fast-paced call center environment
- Accurately complete account maintenance and process account transactions per member request. Research and resolve complex member questions, issues, and concerns with a focus on a one call resolution. Partner with Service Center Team Leads, Supervisors, and other departments as necessary.
- Maintain knowledge including but not limited to loan servicing, wire transactions, debit/credit card maintenance, online banking, fraud, appointment scheduling, and transactions
- Provide technical support to members, successfully navigating multiple computer programs when assisting the member on the phone
- Accurately verify members and be on the front line of fraud prevention
- Utilize written communication across a variety of channels such as email, chat, and member relationship management and sales system to assist the member in the moment
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
