Member Service Representative

Member Service Representative

The Member Service Representative provides prompt and professional financial support and service to new and existing Credit Union members through phone calls and written communication, focusing on a positive member experience that builds and enhances member relationships to foster financial peace of mind.

Open Shifts :

• Monday-Friday from 8am-5pm, and rotating Saturdays from 9am-2pm
• Monday-Friday from 8 : 30am-5 : 30pm, and rotating Saturdays from 9am-2pm
• Monday-Friday from 9am-6pm, and rotating Saturdays from 9am-2pm.

Duties & Responsibilities

Determine member needs and educate them on appropriate beneficial products and services.

Follow verification procedures to protect member data, accounts, and personal information to ensure accuracy and security.

Provide quality service that exceeds members expectations by utilizing available resources to determine quick resolution and implementing creative problem-solving expertise.

Partner with internal and external departments to help resolve member inquires and issues to drive optimum resolutions.

Process account transactions accurately at the request of the member.

Research member questions and accurately communicate the resolution or process to resolve.

Adhere to Contact Center scorecard requirements by meeting minimum performance goals.

Advocate, promote and create honest and open communication throughout the credit union.

Demonstrate behaviors that are consistent with the credit union's values, philosophies, and leadership characteristics.

Collaborate with internal departments to ensure the workflow or process is providing the best service to the members.

Requirements

Education and Experience Requirements :

Required Knowledge, Skills and Abilities :

Preferred Knowledge, Skills and Abilities :

Physical Requirements :

Working Conditions :

This job description indicates the general nature and level of work, knowledge, skills, abilities and other essential functions expected of an incumbent. It is not intended to cover or contain a comprehensive listing of all required activities, duties or responsibilities. An incumbent may be asked to perform other duties as required and the job description is subject to change as a result business necessity.