Builds relationships by educating members on Credit Union products and services and supports all functions within the Contact Center. Responsible for providing quality assurance while demonstrating B.R.A.V.E. and exemplary member service. Responsible for handling and resolving a variety of member service interactions through various channels including but not limited to phone, email, secured messages and chat. Completes and maintains related reports, records, and files.
Enjoy working in a fun and friendly environment; work with a great team and grow with a company that believes in advancement.
Process member financial requests including establishing new and fostering existing member relationships involving; online banking, eStatement and bill pay set-ups; research requests; stop payments; wire transfers and other monetary transactions. Providing solutions by answering questions and solving problems for members by listening, collecting data, securing answers and responding in a professional manner.
Identifies the financial needs of new and existing members through open-ended interviewing techniques and utilizes tools to identify appropriate products and services for each member. Presents appropriate features and benefits, and explains Premier products and services to meet identified needs. Asks for action and closes or refers.
Additional duties include but are not limited to:
This description has been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Essential functions, requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
The Credit Union believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties, qualifications, and job scope, but not limit the incumbent. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of our endeavors.
Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.